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  • Upgrade assistance

    Hello! Requesting upgrade assistance please. Hoping this will fix some issues processing temporary contacts...otherwise I'll be back for more help

    Access granted, Org ID: 00DA00000009DTn

    Thank you!

  • #2
    Good day @[email protected]

    We've upgraded to the latest version. Please let us know the issues you are having to process the temp contact. Please share the error and the username who is getting that error.

    Be sure to add user permission sets for app users, as Salesforce began enforcing field-level-security in Spring '21 that will affect your users.

    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

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