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  • Salesforce setup and config assistance

    Please complete the setup and config for IISD and IISD-ELA, you have been granted access.

    Salesforce Org ID: 00D1a000000Z8ap

    Two Click & Pledge accounts:
    • 61337
    • 61338
    Please contact me for our implementation partner's contact information if you need it.
    Thanks!

  • #2
    Good day @skari.IISD

    We've reviewed and completed the post-installation steps in your instance. All you need to do is to establish the connection between your C&P Account and Salesforce instance as specified in the following KB article: http://cnp.ooo/Salesforce-Connection

    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

    Comment


    • #3
      Hi @CnP.Support.AM

      Thank you.

      I have established the connections, but there still is one issue outstanding.

      We have two accounts, but only one of them is showing up in the list of C&P Accounts in the C&P Settings.

      Both 61337 and 61338 are showing as connected to Salesforce in C&P, but only 61338 is listed in Salesforce.

      Can you please assist/advise?

      Thanks again,
      Siobhan
      Last edited by skari.IISD; 06-23-2021, 03:04 PM.

      Comment


      • #4

        Good day @kari.IISD

        It looks like the access to your instance has expired. Would you please grant us login access to your instance so that we can review it?

        Looking forward to hearing back from you.

        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
          Done! Access is open for another week. Thanks!

          Comment


          • #6
            Good day @skari.IISD

            Would you please try to disconnect and reconnect the integration in Connect for Account#61338 and let us know what you see?
            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
              Unfortunately, it's still just 61338.
              I tried it two ways - disconnecting 61338 and reconnecting, and also disconnecting 61337 then 61338, then reconnecting 61338 then 61337.

              Comment


              • #8
                Good day @skari.IISD

                We reviewed and found that the length of your Organization Name and Nickname is causing an issue with integration. We have shortened the length of your Org and Nickname in Connect from "INTERNATIONAL INSTITUTE FOR SUSTAINABLE DEVELOPMENT - INSTITUT INTERNATIONAL DU DÉVELOPPEMENT DURABLE" TO "IISD - IIDDD" and now the integration works and you can see the account number in C&P Settings.

                Please review the Account Name and Nickname in Connect and shorten the length to a maximum of 80 characters.

                Click image for larger version

Name:	account name.jpg
Views:	19
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ID:	60436

                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
                  Thanks! Good detective work! That makes sense if the fields have character limits.
                  Fyi, I just changed it to: IISD - IIDD (we don't include adjectives like "du" in French acronyms, same as in English).

                  Many thanks!
                  Siobhan

                  Comment

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