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  • Salesforce Upgrade request

    Please kindly upgrade to latest version ASAP.

    Click & Pledge account name: Texas Agricultural Land Trust
    Click & Pledge account #: 60039
    Salesforce Organization ID: 00D41000002HCUp

    Access has been granted for next 3 days

    Let us know if you have additional questions/concerns.

    Thanks!


  • #2
    Good day @txaglandtrustsupport

    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


    • #3
      Hi there - you had upgraded to the latest C&P versions last week, however, we just got another notification yesterday stating that an upgrade is required. I'm a little puzzled - did another new version come out since the last upgrade? I'll extend the remote access for another 3 days.

      Comment


      • #4
        Good day @txaglandtrustsupport

        Your production instance is up to date but you might be receiving the above notification because your Sandbox instance is out of date.

        You may upgrade or disregard the notification.
        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


        • #5
          Can you confirm that the message was in reference to the sandbox instance? Reason I ask is that the email specifically referenced the production org id, not the sandbox org id.

          Comment


          • #6
            Good day @txaglandtrustsupport

            I have been told by our team that it has been sent to your Production instance only due to the list was not updated.

            You can disregard the message.

            Sorry for the inconvenience.

            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


            • #7
              Thank you for letting us know that we can safely ignore the out-of-date notification. On a side note, we also just received the following email regarding a recently failed transaction:

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

              Additional information:
              • Order number: 60039-2007142233559917929
              • Contact name:
              • Transaction Result: Authorized
              • C&P Data ID: 36
              • Organization ID: 00D41000002HCUpEAO
              • C&P Account #:60039
              • Organization Name: Texas Agricultural Land Trust
              • Applications : Application Name: Connect.Forms- Version Number1.5 Installed Packages: 6.2004010001-9.2004220013-5.2004120014
              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://txaglandtrust.my.salesforce....M000005IQdIUAW



              If you need further assistance please submit a support ticket at https://support.clickandpledge.com/s/contactsupport
              ----end of email content-----

              Whats odd is that the person who made the donation is not even in our SF instance, so not sure why the insert failed on dup detection? Please advise and thanks in advance!

              Comment


              • #8
                That error is likely due to a duplicate rule you have set up in Salesforce.

                Check out this article to modify those rules to work with C&P:Donor Management with Salesforce: Donor Management and NPSP
                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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