Salesforce Upgrade Assistance #2

[jpenders]

I am requesting free upgrade assistance for new versions of the Payment as a Service and Event Management apps released on Wednesday (4/7/21) for the Center for a New American Security (CNAS).

Click & Pledge account name: Center for a New American Security
Click & Pledge account #: 33073
Salesforce Organization ID: 00DA0000000JUp1

Granted access for 1 week.

Thank you!

[CnP.Support.AM]

Good day @jpenders

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.)