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Salesforce Upgrade Assistance

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  • Salesforce Upgrade Assistance

    Access granted for one week!

    Salesforce Org ID:
    00D1I000003nnIs

  • #2
    Side note: I did not receive an email about this upgrade and I am the main account point person. What do I need to do to fix that? I have to get these notifications. Thank you!

    Comment


    • #3
      Good day John,

      I reviewed our list and see that your organization has the following emails in the notification list:

      Click image for larger version

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      I blurred the names but left enough characters that you can hopefully determine the emails. Your name and email is also in the list.

      Our email system also shows that the emails were delivered. Chances are our emails are either in spam or being blocked.

      Have you checked spam, etc. We show that you have received the email (at least your mail server shows success in receiving the email).
      Last edited by CnP.Support; 05-05-2020, 03:16 PM.
      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


      • #4
        Nope. I looked through all my inboxes/spam and the trash. While I have received emails before from [email protected] I did not get the one with the subject: Upgrade Available for Salesforce sent Mon 5/4. The email was brought to my attention by Jeff who is working with us on some SF action items. Part of the problem is most people on our notification list no longer work with us. Remove: Caron, Priscilla and Greg. I have one current employee we could add. Let me know how to do that. Thank you.

        Comment


        • #5
          Good day @jhume

          Sorry but we have tried to upgrade your instance and realized we do not have access.

          Please follow the instructions at the top of this page (yellow section) and grant us access. Once we have access we can go ahead and upgrade your instance as requested.
          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


          • #6
            I did yesterday and it didn't stick. Not sure why this is sometimes an issue. I've granted access again. See the screenshot below.
            Attached Files

            Comment


            • #7
              We have upgraded your Salesforce instances as requested.

              IMPORTANT REQUIREMENT: It is IMPORTANT that you re-establish connection to Salesforce. The connected user must have access to various objects and the following access levels:
              • Be an administrator
              • Have the following permission sets assigned:
                • PS-CnP-PaaS-Connected-User-ONLY
                • PS-CnP-Event-Connected-User-ONLY[SZ1] (If event is installed)
              The following KB articles may be of help:

              Establish connection with Salesforce: http://cnp.ooo/Salesforce-Connection
              Latest Release notes: http://cnp.ooo/SF-ReleaseNotes
              You may also join our Power of Us Hub: http://cnp.ooo/PoU-Hub

              PLEASE NOTE:

              1- Your account may show that it is already connected, but this does not mean the new fields have posted to Salesforce. Please “DISCONNECT” and click on “CONNECT” again to establish connection.

              2- If you make any changes to the information on this page, you will see an “UPDATE /VERIFY” button instead of Connect. Click on the Update/Verify button to re-establish connection.

              As part of this upgrade we have performed the following tasks:
              • Installed the latest updates of Click & Pledge’s Salesforce applications
              • Performed the post-installation steps
              • Reviewed the existing connected user’s profile and ensured the following permission sets are assigned to the existing connected user:
                • PS-CnP-PaaS-Connected-User-ONLY
                • PS-CnP-Event-Connected-User-ONLY
              If you change the connected user please make sure the above permission sets are assigned to the new user.

              We love to hear from you
              As always, we appreciate your feedback. Our customers are our only source of advertising, so positive reviews are always welcome and greatly appreciated.

              Please review our apps on AppExchange:

              Payment: http://cnp.ooo/paas-review
              Event: http://cnp.ooo/event-review

              We are always available to help, so please don’t hesitate to contact us if you need 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


              • #8
                Thank you for the follow up. I have disconnected and reconnected C&P and SF and it appears I was successful. If it appears otherwise on your end please let me know. Thank you.

                Comment


                • #9
                  Perfect. You are connected.
                  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


                  • #10
                    Thank you. Case closed!

                    Comment

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