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Announcement
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Information Needed
To help us with upgrading your instance please make sure to:
Your organization appears to be in the Eastern Time Zone, according to your C&P Account Settings, but your Company Information is showing PST. We would typically set the Site Guest User to match the same time zone.
Do you want your Site users set to Eastern Standard Time?
We've completed the upgrade and post installation on your instance.
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.
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.
We just upgraded your instance to the Spring '21 release of all apps. These apps will be publicly released on Monday, March 1. Since you had recently requested an update we updated you to this release to make sure you are up-to-date.
Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
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