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  • #16
    Thank you for your assistance. As long as you let me know when you will upgrade then I see no issue with your doing the upgrade as soon as possible.

    Thank you so much.

    Sincerely,
    Elanor

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    • #17
      Do you need me to extend your access to Salesforce? Have you completed the upgrade?

      Thank you for your assistance.

      Sincerely,
      Elanor

      Elanor Brand
      Managing Director of Operations
      High Water Women Foundation

      Comment


      • #18
        Good day @EBrand

        Yes, please extend access to your instance. We want to try to upgrade your instance. Would you please share your convenient date and time so that we can proceed with the upgrade?

        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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        • #19
          Hi,

          I have extended the access again. You can update anytime after 3:00 PM Tomorrow (6/10).

          Thank you.

          Sincerely,
          Elanor

          Comment


          • #20
            Good day @EBrand

            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 (If the 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

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