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  • Upgrade assistance

    Please upgrade our C&P salesforce.
    Salesforce Org ID:00DA0000000JWQo
    Administrative access granted for 1 week.
    Thank you!


  • #2
    Could you grant access again? From our end access has not been granted:

    Click image for larger version

Name:	2021-03-30_16-39-47.png
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ID:	58784

    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
      Here's what mine shows...


      Comment


      • #4
        Good day @tchalmers

        Per your screenshot, you have granted access to Salesforce Support, not C&P Support. Please grant login access to "Click & Pledge Support" 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


        • #5
          Sorry about that. I did not have that option but access has now been granted for you.

          Comment


          • #6
            Good day @tchalmers

            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

            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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