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Set up the EVT Embedded Virtual Terminal in Auctions for Salesforce

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  • Set up the EVT Embedded Virtual Terminal in Auctions for Salesforce

    Good Afternoon:

    I'm setting up Actions for Salesforce in a Full Sandbox and I would like to have an Embedded Virtual Terminal for UAT. Could you please help me set that up?

    Login Access Granted for a week
    Org ID: 00DM0000000G4CX

    Thanks,

    Lhotse

  • #2
    Good day @Lhotse

    We reviewed and set all the necessary settings for Auctions for Salesforce in your Sandbox instance. We have created a record in eVT with the name "Account Verification" and a record in Custom Settings with the same name.

    Please login to https://portal.clickandpledge.com and navigate to the Account Information >> 3r Party >> Sf eVT >> here establish the connection.

    Click image for larger version

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    Please review it and let us know if you find any issues.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Hi

      I don't have access to the Portal account, the email and password I use for Connect is not working for the Portal, I asked my client to log directly and she doesn't have access either. How can we get access to the portal?

      Best,

      Lhotse

      Comment


      • #4
        Ok, I have added Erin Lee as a user in the legacy portal. Please ask her to set up a password and follow the above steps.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Good afternoon,

          Weíre trying to complete our Auctions for Salesforce set up and were informed that we need to access the Click & Pledge Portal to activate the EVT (see attached). I received a password reset request from Click & Pledge so I can access the Portal now, but Iím still not able to complete our third party connection. Iím getting an error message that either my username, password or token is incorrect. Iíve double checked all of these criteria and am confident Iím entering the right information, but itís still not working. Furthermore, weíve reset my password and security token and still no luck. Is it possible that another user can set this up instead? Or do you have troubleshooting options for how else we can complete the Auctions for Salesforce set up?


          Thank you,
          -Erin

          Comment


          • #6
            Erin,

            Please note that the TOKEN in Salesforce is tied to the password. If you change the password the token will also change. So, please make sure that you are entering the new Password and Security Token.

            You may join us at Office hours so that we can walk you through by sharing the screen. Details are below.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment

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