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  • Upgrade Request

    Hello please update our Salesforce PaaS instance. I've granted access for 1 week.
    • Salesforce Organization ID: 00Dd0000000cv9Z
    Thanks.


  • #2
    Your request to install package "Click & Pledge Payment-as-a-Service Spring ’21" was unsuccessful. None of the data or setup information in your salesforce.com organization was affected.

    If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information.

    Problem:

    1. Unexpected Error
    The package installation failed. Please provide the following information to the publisher:

    Organization Name: Asia's Hope
    Organization ID: 00Dd0000000cv9Z
    Package: Click & Pledge Payment-as-a-Service
    Version: 9.2103250017
    Error Message: The post install script failed.

    Comment


    • #3
      In order to upgrade with the latest versions, first, you will need to switch your account from Moneris to iATS. One of our accounts team members will contact you to switch to iATS.
      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


      • #4
        Good day @[email protected]

        We've upgraded to the latest version. Please login to the Connect and establish the connection between your Connect and Salesforce instance.

        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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