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  • Upgrade assistance please

    Hello. Our Org ID is 00D80000000ZlVy and we have granted a week of access. Thank you!

  • #2
    Good day @Kelly_EF

    Oh, I see that you are at many many versions behind. Are you aware of the changes in the app? Here are the release notes:

    Release Notes:

    PaaS: https://forums.clickandpledge.com/fo...-release-notes

    Event: https://forums.clickandpledge.com/fo...-release-notes

    Please review it and meanwhile we will proceed with the upgrade.
    Last edited by CnP.Support.AM; 05-20-2020, 03:07 AM.
    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
      Good day @Kelly_EF

      We have upgraded your Salesforce instance as requested.

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

      1. Force.com domain set up

      Click image for larger version

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      Please set this up and let us know so that 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


      • #4
        Hello! I set up the force.com site and also established the connection between Salesforce and Connect. Please let me know if there's anything else I need to do!
        Warmly, Kelly

        Comment


        • #5
          Access to your instance has expired. Would you please extend the access so that we can complete the post-installation steps?

          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


          • #6
            Hello! I just granted 3 day access. Please let me know if you need longer.

            Comment


            • #7
              We have completed the post-installation steps in your instance.

              Please let us know if we can be of any 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
                Hello! I just tried to do a test donation and got the error below. Can you please advise? Thank you!

                __________________________

                Sorry, but we have encountered an error while posting the data to your Salesforce account.

                Additional information:
                • Order number: 22976-2006021439148563409
                • Contact name:
                • Transaction Result: Authorized
                • C&P Data ID: 294
                • Organization ID: 00D80000000ZlVyEAK
                • C&P Account #:22976
                • Organization Name: City Slicker Farms
                • Applications : Application Name: Connect.Forms- Version Number1.5 Installed Packages: 6.2004010001-9.2004220013
                System response:

                "Insert failed. First exception on row 0; first error: DUPLICATES_DETECTED, Use one of these records?: []--null--369--(CnP_PaaS) --System.DmlException"

                Please check the following link for details:



                https://na91.salesforce.com/a0l2E0000085UuDQAU

                Comment


                • #9
                  Good day @Kelly_EF

                  We reviewed and found that you have a duplicate rule on the Contact object which is causing an issue.

                  Please see: https://na91.salesforce.com/0Bm2E000...DuplicateRules

                  Click image for larger version

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                  Please review it or deactivate and try to reprocess the C&P Data of that order number: https://na91.lightning.force.com/lig...085UuDQAU/view

                  Reprocess:

                  Click image for larger version

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                  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 for this!

                    Do you have a recommendation on a way to edit the rule that will still allow us to get the dupe alert when manually entering contacts but will also allow C&P to function correctly?

                    Thank you for any help you can provide!

                    Warmly,
                    Kelly

                    Comment


                    • #11
                      Sorry, but it doesn't seem to be a way to bypass the validation at this point.
                      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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