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  • Post installation help

    Please complete post install Org ID 00D61000000eNSe

    You have been granted access, C&P Account 60493

    We are unsure what to do to set up a new event and get an error that we need to do something in default settings?

    Thank you

  • #2
    Good day @[email protected]

    We have almost completed the post-installation steps. All you need to do is to establish the connection between your Salesforce instance and your C&P Account.

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

    Please establish the connection by following the steps specified in the above link and let us know so that we can finish the post-installation steps.

    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

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    • #3
      I have done everything in the KB article for establishing the connection. you can hopefully finish the post installation steps now. Thank you!

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      • #4
        We have completed the post-installation steps.

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