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Announcement
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Information Needed
To help us with upgrading your instance please make sure to:
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)
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.
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As always, we appreciate your feedback. Our customers are our only source of advertising, so positive reviews are always welcome and greatly appreciated.
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