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  • Upgrade assistance

    I have granted one-week access to Click and Pledge. My Salesforce org ID is: 00DA0000000YqDJ

  • #2
    Good day @[email protected]

    We have upgraded 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)
    Establish connection with Salesforce: http://cnp.ooo/Salesforce-Connection
    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
      I got this message on 4/2: Salesforce Update Failure
      Sorry but we are having problem with your Salesforce account.
      Account Information:
      • Click & Pledge account name: Literacy Coalition of Central Texas
      • Click & Pledge account #: 38103
      • Salesforce Organization ID: 00DA0000000YqDJ
      Please follow the steps below to verify the connection & update the information:
      I have taken the steps to verify the connection and update the information.
      I have also granted you another week access.
      Please let me know if you need anything else.

      Comment


      • #4
        Please try to re-establish the connection now and if you see the above message then please share the SF username you are trying to integrate with so that we can review it.
        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
          We are not still receiving that error, however I am still getting upgrade notices. Let me know what you need from me. I've already granted 1 more week of access.

          Comment


          • #6
            Good day @[email protected]

            We've upgraded to the latest version. Be sure to add user permission sets for app users, as Salesforce began enforcing field-level-security in Spring '21 that will affect your users.

            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)
            Establish connection with Salesforce: http://cnp.ooo/Salesforce-Connection

            NOTE: Please make sure that the user who is settling the temporary contacts must have the following permissions (in case of Semi-Automatic & Fully-automatic Contact Creation as well as Connected user) :
            • Field-Level Security set as Visible to the Opportunity objects standard fields i.e. Account Name, Amount, Lead Source, Primary Campaign Source, & Quantity.
            • Campaign creation permission needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Campaigns > check Read and Create permissions.) Note: Check the "Marketing User" checkbox on the user details page.
            • Case creation permission needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Case > check Read and Create permissions.)
            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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