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Install C&P Salesforce Apps (Donor Management (PAAS) and events)

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  • Install C&P Salesforce Apps (Donor Management (PAAS) and events)

    Please help us install C&P Salesforce Apps for both Donor Management (PAAS) and events

    Org ID: 00D5A000000xX8E

    Access has been granted in our Salesforce instance.

    Thank You for your help - Dan King

  • #2
    Good day @Dan King

    We just reviewed your instance and realized we do not have access. Please grant “Click & Pledge Support” access for a week so can install our apps in your instance. Instructions are provided at the top of this page in the light green area.

    Looking forward to hearing back from you.
    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
      My apologies, you have access now, I must not have clicked save when I did it the first time.

      Comment


      • #4
        Good day Dan King:

        We have upgraded your Salesforce instance as requested.

        In order to proceed with the post installation steps, please make sure to do following actions:
        1. Logs in to the Connect portal & re-establishes the Salesforce connection. To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection
        2. Create the Site
        Click image for larger version  Name:	Site.jpg Views:	0 Size:	111.7 KB ID:	47265

        Looking forward to hearing back from you.
        Last edited by CnP.Support.MA; 06-28-2019, 07:59 AM.
        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
          Hello, I have completed Step 1 and have established the Salesforce connection. Do I need to do the second step. If I do, do I have to user recoveryopportunityfund as the the site domain. The warnings about being unable to modify after the registration process concerns me because I am unsure of what this step does and what effect it has. Can you provide an explanation so I know what will happen prior to committing the change. Thank You

          Comment


          • #6
            Yes, the step2 is required in order to complete the post-installation. The force.com site used to serve the images, invoice, autoresponder...etc. We typically recommend using the organization's website address as the site address in Salesforce. Given this is something that cannot be changed (easily), once it has been set we need your approval before clicking the agreed button.

            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


            • #7
              Hello, this may belong in a different forum, if so, please let me know. As of right now, donations that are put into Salesforce show in the MyConnect, but donations entered into Click and Pledge do show up under C&P Transactions in Salesforce. I even clicked the post to Salesforce button and still nothing. Please advise on next steps to troubleshooting this. Thank You.

              Comment


              • #8
                Would you please share the order number and grant us login access to your Salesforce instance so that we can review it?
                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


                • #9
                  Thank You. You have access. We did three test entries, here are the order numbers 51394-1907011549249252240, 51394-1907011459123112240, 51394-1907011149367892240

                  Comment


                  • #10
                    Is there any update on this request? Access will expire tomorrow. Please let me know if I need to extend access.

                    Comment


                    • #11
                      Dan King We are reviewing it and get back to you shortly.
                      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


                      • #12
                        Dan King We see the issue with your connection. We have revoked the connection now, would you please re-establish and try to push the data?

                        Please re-establish the connection and let us know so that we can review it.

                        To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection
                        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


                        • #13
                          Thank You all is working well. Did I do something wrong in setup the first time?

                          Comment


                          • #14
                            Dan King Great! If you would like us to push the historical data to your instance we can do that for you.
                            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


                            • #15
                              Yes, please push through the historical data. Thank you, that would be appreciated.

                              Comment

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