Announcement

Collapse

Information Needed

See more
See less

Please update C&P apps

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Please update C&P apps

    Salesforce Org ID: 00D500000007tei

    Access has been granted for 1 wk

  • #2
    Good day @DebVZ

    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


    • #3
      I used a permission set to add the permissions needed to our data entry staff person. After assigning the permission set (C&P Temporary Contact Conversion Permissions) she is still unable to process temp contacts. It shows the following error:

      Error:
      Insufficient privileges - CREATE: Campaign.IsActive

      And the the Process button doesn't show at the bottom of the page.

      UPDATE: I checked her existing profile and she has all the permissions so there really shouldn't have been anything I needed to add. This is not an issue with the sys admin profile.
      Last edited by DebVZ; 04-09-2021, 01:01 PM.

      Comment


      • #4
        Good day @DebVZ

        Would you please share the username of the data entry staff person so that we can review it?

        Looking forward to hearing back from you.
        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

        Working...
        X