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

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

    Please install both C&P salesforce apps to Org ID 00Df2000001JvIw. Access has been granted to C&P support. Thanks!

  • #2
    Good day @amycbogie

    Per your request, we have installed our apps in your instance.

    In order to complete the post-installation, we need you to establish a 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

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    • #3
      Hi,
      I have completed this step and linked Salesforce and Connect. Please let me know if there are any additional steps required to finish this process.
      Thanks,
      Amy

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      • #4
        Good day @amycbogie

        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

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