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New Donor Management Installation

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  • New Donor Management Installation

    Hello, this request is for Salesforce NPSP production org 00D3h000006e2Bi. Please install the Salesforce Donor Management app and post-installation steps. The Class Library app is installed and Click & Pledge support has been granted access. Thanks so much for your help!

  • #2
    Hi [email protected]

    We will need a custom Site domain created in order to complete post-installation.

    ​​​​​​​
    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 morning,

      A custom Site Domain has been created. Please let me know if you need any additional information.

      Thanks,
      Heather

      Comment


      • #4
        Good day @[email protected]

        We have installed our app in your instance 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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