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  • Upgrade Assistance

    Please assist with upgrade for the account below. I have granted access. Thank you!

    Salesforce Org ID: 00D1H000000OqBf

  • #2
    Good day @GAINAsylum

    Your instance is up to date. However, we have reviewed and completed the post-installation steps in your instance.

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

    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


    • #3
      Hi Click & Pledge Team,

      Ever since we updated our Click & Pledge/Salesforce connection this spring, I've been seeing an error message that says "Insufficient Privileges" whenever I want to process a temporary contact. I've tried to update it manually in the backend, but to no avail. I recently learned that I have to reach out to your team update it for us. Below is the message that I'm seeing, and I've attached a screenshot to this email:

      Error:

      Insufficient privileges - Please add one or more of the permission sets: "PS_CnP_PaaS_All_Permissions", "PS_CnP_PaaS_Connected_User_ONLY" or "PS_CnP_PaaS_ONLY_TemporaryContact"

      Please let me know if there's anything I need to do.

      With gratitude,
      Adewunmi Oke
      GAIN Team
      Attached Files

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      • #4
        Good day @GAINAsylum

        So which users would you like to add the permission set to? And which permission set is most appropriate? (either 'All permissions' or 'Temporary Contact')

        This is one of those errors that are actually pretty useful.
        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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