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Salesforce Upgrade Assistance Needed

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  • Salesforce Upgrade Assistance Needed

    I am asking for assistance with upgrading our Click & Pledge Salesforce Apps. Thank you!

    Salesforce Org ID: 00Dj0000000H92d

  • #2
    Good day @erinkiel

    We just reviewed your instance but unfortunately, we do not have access.

    Please grant us login access as an administrator so we can update your instance. Instructions are provided at the top of this page in the "INFORMATION NEEDED" section.
    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 just granted 1-week access.

      Comment


      • #4
        Good day @erinkiel

        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

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