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Install C&P Salesforce Apps (Donor Management & Events)

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  • Install C&P Salesforce Apps (Donor Management & Events)

    Please help us install C&P apps.
    Org ID: 00Df40000038LNr
    Access has been granted for 1 week.

    Thank you in advance for your assistance -- Kennedy

  • #2
    Good day @reesek2014

    We have upgraded your Salesforce instance as requested.

    It is highly recommended that you login to the Connect & re-establish the connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

    To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce

    Latest Release notes: https://cnp.ooo/Salesforce-Latest-Releases

    You may also join our Power of Us Hub: https://bit.ly/1cO852O

    Please - We also love to know what you think about our platform. Please review our apps on AppExchange:

    Payment: https://bit.ly/cnp-paas-review
    Event: https://sforce.co/1yYgEPM

    Please let us know if we can be of any further assistance.

    Note: This thread will be deleted after 2 weeks.
    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,

      Thank you for your help and this note. I'm a little bit confused about how to continue. Is there a way to add historical data within a specified time frame to Salesforce through this mechanism?

      Best,

      Kennedy

      Comment


      • #4
        Good day @reesek2014

        You can push them one by one (painful) through Connect or tell us the date range and we will push them all for you as a batch.

        If we push it for you let us know if you want the Autoresponders to be sent or not. We can set a flag when we push to disable the Autoresponder for the post. If your transactions are old and an autoresponder goes to the patron it can cause confusion.

        Your call. Let us know your C&P Account Number and once you set all the config in your SF instance.
        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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