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  • Installation Assistance

    Please install both Donor Management (PaaS) and Events in my client's org.
    Org ID: 00Df4000004kHRs
    Administrative access granted for one week.

  • #2
    Good day @DWhitig

    We've installed your apps, but in order to complete post-installation, we need you to set up a Site Domain.

    https://support.clickandpledge.com/s...te#Site_Domain

    AND

    Establish connection with Salesforce: http://cnp.ooo/Salesforce-Connection

    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


    • #3
      Hello, I believe I am all set now. I just need to get the C&P credentials from the client to establish a connection ... so is there anything else you still need to do or can I disable access now? Thank you!

      Comment


      • #4
        Good day @DWhitig

        We have completed the post-installation steps in your instance. Once you establish the connection, please review and save the setting in C&P Settings as well as in C&P Events.

        IMPORTANT REQUIREMENT: It is IMPORTANT that you 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


        • #5
          Ok. Last question... my client received their welcome email for their account and set us up as an authorized Admin user, however I realized I made a mistake in telling the client to use our generic email address instead of one that's specific to just my client. Since we set up C&P for a lot of our clients, I want to change the email address to the one that we use specifically for this client, but it doesn't appear that I can change it in My Profile. How would I go about doing that?

          Comment


          • #6
            Good day @DWhitig

            You will need to create a support ticket and request to update the email so that our accounts team members will take care of it.
            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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