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  • Transactions Not Posted to Sales Force

    Hello,

    After the last Update on March 19, 2021, I must not have reactivated my connection to Sales Force, or I did it wrong. I have just discovered that over 100 transactions have not been posted to Sales Force. Is it possible for you to post everything to Sales Force since March 19, 2021? Otherwise I would need to do this one transaction at a time. Can you help with this?

    Salesforce.com Organization ID 00D41000002kDEX
    I granted access for 3 days.

    Thanks,
    Robin

  • #2
    Good day @[email protected]

    We just reviewed and found that we don't have access to your instance. We found that you are a version behind. If you allow us we will upgrade your instance and push the data.

    Please grant us login access so that we can proceed with the upgrade and update push.
    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
      Good morning,

      Yes, please update our instance and push the data.
      Salesforce.com Organization ID 00D41000002kDEX
      I granted access for 3 days.

      Thanks so much,
      Robin

      Comment


      • #4
        Please see:

        Click image for larger version

Name:	no access.jpg
Views:	8
Size:	136.3 KB
ID:	60067


        Please grant us access so that we can proceed further.
        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
          Hello,
          My apologies. Some screens you have "save" and some you don't. I missed that one. Please update our instance in push the data.
          Thanks so much,
          Robin

          Comment


          • #6
            Good day @[email protected]

            We have upgraded your instance with the latest version of our apps.

            It is always best practice to re-establish the connection after each upgrade: http://cnp.ooo/Salesforce-Connection

            Regarding the pushing data to Salesforce, given this mass push to Salesforce is a path of no return, meaning once a button has been clicked there is no way for going back we need to ask for your confirmation of a few things:

            Please provide the following:
            Your Click & Pledge account Number
            Start Date
            End Date
            Do you want the Autoresponder to be ON or OFF - in other words, do you want us to trigger the autoresponder when we post?
            Do you want to post only the data which is failed to post or all in the above-given date range?

            Once we have confirmation of the above we will initiate the push.
            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


            • #7
              Please push the date defined here.

              Click & Pledge account Number: 39710
              Start Date: 3/21/2021
              End Date: 4/30/2021
              Autoresponder to be: OFF
              Please post: All data in this range.

              Thanks again,
              Robin

              Comment


              • #8
                Good day @[email protected]

                Per your request, we have pushed the data to your instance. There are many temporary contacts sitting in C&P Temporary Contacts to review and process from there.

                Please let us know if we can be of any further assistance.
                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


                • #9
                  Thank you very much. This was great and all I needed.
                  Best regards,
                  Robin

                  Comment

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