Upgrade Assistance Please

[galloway_PTIN]

I received notification that our application needs to be updated to reconnect with our Salesforce instance. I have granted login access for 1 week (through 4/12) and here is our account information.

• Click & Pledge account name: Project Transformation Indiana
• Click & Pledge account #: 50877
• Salesforce Organization ID: 00D1I0000004I5c

[CnP.LiveSupport.AB]

Hi galloway_PTIN ,

We've upgraded your apps and completed post installation.


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.)