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  • Upgrade Assistance Request

    Hello,

    I am requesting upgrade assistance; support access has been granted for one week (expiring 9/1/2021).

    Salesforce Org ID: 00Di0000000db46

    Thanks!

  • #2
    We are requesting upgrade assistance with access being granted for one week. This is for Salesforce Org ID: 00Do0000000bFc3

    Thank you.

    Comment


    • #3
      Good day @footprintnetwork

      We've upgraded to the latest version.

      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


      • #4
        Good day @[email protected]

        We just reviewed your instance but unfortunately, we do not have access.

        Please grant us login access as an administrator so we can update your instance. Instructions are provided at the top of this page in the "INFORMATION NEEDED" section.
        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
          Hi CnP.Support.AM,

          Unfortunately we're still having some trouble after the upgrade and reconnecting to Salesforce.

          Since reconnecting, I've received a large number of the following error messages: "Invalid field npsp__Primary_Contact__c for Opportunity--null--3674--(CnP_PaaS)--System.SObjectException”

          In digging into these, it looks like CnP and Salesforce are connected (e.g. I can see the Transactions on the Related Lists of the Contact Record) but the Transactions aren't being fully converted to Salesforce Opportunity Records.

          Is there any chance you could look into this and provide direction for getting the issue resolved? I've extended support access (Salesforce Org ID: 00Di0000000db46) for another week (expiring 9/8).

          Thanks in advance.

          Comment


          • #6
            Good day @footprintnetwork

            We reviewed and noticed that you are at the old version of NPSP which is the reason you are getting the above error. In the new version of NPSP, there is a field "NPSP_Primary_Contact_c" and we are updating that field.

            In order to fix it, you will need to upgrade to the latest version of NPSP.
            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
              Good day @footprintnetwork

              I have an update. We are going to release an update that will compatible with NPSP V2.x. Hopefully, the release will be out by next week.

              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


              • #8
                Thanks CnP.Support.AM

                Just to make sure I'm clear... we can either upgrade to the latest version of NPSP (which is compatible with the latest version of CnP), or we can wait for the next CnP update that will be compatible with the version of NPSP we have.

                Will the next CnP update also be compatible with the latest version of NPSP? Or is it only compatible with NPSP V2.x?

                Appreciate the clarification

                Comment


                • #9
                  Yes, that is correct. You can either upgrade to the latest version of NPSP or you can wait for the next CnP update. Of course, the update will be compatible with NPSP V2.x as well as the new version of NPSP.
                  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


                  • #10
                    Good day @footprintnetwork

                    We have Beta ready and if you allow us we will upgrade your instance with the Beta version (Stable).

                    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


                    • #11
                      Thanks CnP.Support.AM. I have granted access for the upgrade. Please let me know when it's complete!

                      Comment


                      • #12
                        Good day @footprintnetwork

                        We have upgraded your instance with the Beta version.

                        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

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