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Please Help Tahoe Fund Upgrade

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  • Please Help Tahoe Fund Upgrade

    Please Upgrade Tahoe Fund:

    Salesforce Org ID: 00DG0000000gPe8
    C&P: 25344

    I have given access

  • #2
    Hi [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.)
    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
      Hello, I followed these instructions and disconnected and then connected again. But our donations still do not show up in Salesforce.

      Comment


      • #4
        [email protected]

        Please note that once the connection has been established you need to post each transaction in CONNECT individually to Salesforce. You need to go to the transaction and click on post to Salesforce to post them. The system will NOT automatically post missed transactions as it cannot possibly know if you wish to post them or not.

        If you want, we can gladly mass post them for you but we need to know your organization ID as well as the dates you wish for the transactions to post. There is also other points that we need to know:
        • Dates you want transactions to post
        • Do you want the Autoresponder to be ON or OFF - in other words do you want us to trigger the autoresponder when we post?
        So, you may do it yourself or ask us to do it all for you. If there are a handful you may want to do it yourself but if there are a lot we can do it for you. Just let us know.
        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


        • #5
          Ok. Thank you for letting me know what I need to do. I will do it.

          Emily

          Comment

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