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  • Salesforce Upgrade Request

    Unable to establish connection "Your Salesforce Instance is not up-to-date".
    Remote Access has been granted for 1 week.
    Salesforce.com Organization ID: 00DA0000000APcP

  • #2
    We will upgrade your instance and get back to you shortly.
    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
      We just reviewed and noticed that we don't have access to your instance. Please grant us login access by following the instructions provided on top of the page as well as below:
      Please grant access 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

      Comment


      • #4
        Click and Pledge is not an option.
        Attached Files

        Comment


        • #5
          It looks like you are not an Admin user in your instance. Please ask the System Administrator user in your instance to grant access to us so that we can proceed with the upgrade.
          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
            Ok. We did it.

            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 (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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