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  • Upgrade assistance

    I am requesting free upgrade assistance for Salesforce
    Salesforce Org ID: 00D41000000fs3D

    Thank you!

  • #2
    I have granted access for a week.

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    • #3
      Good day @Rhazlett

      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

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