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  • Upgrade Request

    Please upgrade our C&P Salesforce software

    Org ID: 00D1a000000KzpC
    Access has been granted for 1 week.
    Thanks in advance! - Jennifer

  • #2
    I received an email notification that a package related to C&P was installed in my Org and in the original email it noted that I needed to Disconnect and Connect again for everything to function. However, I just tried to do that and it says I still need an additional upgrade before I can Connect again. Please advise. Thanks!

    Comment


    • #3
      Good day @npdg

      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


      • #4
        Thanks for the follow-up. Two transactions posted in the time between when I disconnected and reconnected since the email alert I got last Friday made me think you all had completed the upgrade, but it looks like it was still in progress and I wasn't able to reconnect until today. Will these two transactions post automatically now that the connection is restored, or is there action I need to take to get those to post? Please advise. Thank you!

        Comment


        • #5
          For those two transactions, you need to post them manually from Connect. Please review the following KB article: https://support.clickandpledge.com/s..._to_Salesforce
          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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