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Upgrade Assistance + Autoresponder Assistance after MyDomain enabled

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  • Upgrade Assistance + Autoresponder Assistance after MyDomain enabled

    Hello,

    Please upgrade the Salesforce instance ID: 00Di0000000Jd3e with the latest release. Access has been granted for 1 week.

    Please also let me know how I may fix the C&P Autoresponders for the EOY Campaign Ack 2020, Standard Ack FY2020, and any other affected autoresponders that have stopped working after my Salesforce instance enabled My Domain. Our Salesforce domain switched from na49 to ifwhenhow during the implementation of My Domain, and since then the C&P autoresponders have not been working.

    Thank you,

    -Shireen

  • #2
    Good day @sns101

    We have upgraded your instance with the latest version and there are no issues to expect as long as you are on the latest release. Would you please share the order number and expected responder names so that we can review it?

    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

    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

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    • #3
      Hello,

      Thank you for upgrading my organization's Salesforce instance and letting me know! Yes, the responders that failed to send were "EOY Campaign Ack 2020" and "Standard Ack FY2020" and the order #s for which the autoresponder did not send were: 27201-2103241646032659037, 27201-2103291341502280559, and 27201-2104131355318732538 for the "EOY Campaign Ack 2020" and 27201-2105041838285570401 for the "Standard Ack FY2020".

      Thank you,

      Shireen

      Comment


      • #4
        Good day @sns101

        Ah, we found that those transactions have been processed when your instance was on the old release in which we have an issue with SMTP. However, it has been addressed and you may simply Re-Send the responder from the Transaction Details page for the above order numbers. Since you are at the latest versions, moving forward you should not see that issue.
        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
          Wonderful, thank you for your help and support!

          Comment

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