Salesforce Upgrade Assistance required

[[email protected]]

Please update the CnP integration for Salesforce Org Id: 00D0b000000vpG4

This is the Bronx River Alliance.

I've given you a week login access.

Thanks,
Baird

[CnP.Support.AM]

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

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.)