Announcement

Collapse

Information Needed

See more
See less

Upgrade Assistance Requested

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Upgrade Assistance Requested

    Hello,

    Requesting upgrade assistance with Salesforce Integration

    Org ID: 00D6g000002hfQu
    Package: Donor Management

    I've authorized access for C&P for 1 week.

    Thanks!

    Michael

  • #2
    Good day @mjblarson

    Per your request, we have installed the C&P Donor Management in your instance. If you want us to install C&P Events, please let us know.

    However, in order to complete the post-installation, we need to have the:

    1. Force.com domain set up

    Click image for larger version

Name:	Site creation.jpg
Views:	23
Size:	231.1 KB
ID:	50777

    Please set this up and let us know so we can complete the rest of the installation. Note that you cannot easily modify your Force.com domain name after the registration process.

    2. Establish the connection between Salesforce and Connect.

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

    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
      Thanks! This was super helpful and I've completed all steps above. Please let me know when you've completed the installation.

      Michael

      Comment


      • #4
        Good day @mjblarson

        Would you please re-establish the connection by replacing the login URL with the following as shown in the below image: https://na174.salesforce.com/

        Click image for larger version

Name:	reestablish connection.jpg
Views:	17
Size:	67.4 KB
ID:	50801
        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
          Done! I updated and reverified. Please let me know if there is anything else and thanks for all the help.

          Best - Michael

          Comment


          • #6
            Good day @mjblarson

            We have completed the post-installation steps in your instance.

            However, we are expecting the new release hopefully by end of this month so please make sure we have access to your instance so we can update your instance with the latest release.
            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
              I will extend the access!

              Thanks - Michael

              Comment

              Working...
              X