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  • Upgrade Assistance

    Please upgrade our C&P Salesforce App.
    Org ID:00Di0000000ccq1
    Access granted for one week.
    Thank you

  • #2
    Good day @[email protected]

    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


    • #3
      So now some transactions in C&P are not posting to Propay, or creating a C&P Transaction OR opportunity in Salesforce. For example, we have a C&P transaction of $1369 for Dean Ebben on Aug 26th. No transaction on his Salesforce account, not on Propay report and no opportunity. Please let me know what I need to do. Thank you. When I try to "post to Salesforce" I get this error message.
      "Invalid field npsp__Primary_Contact__c for Opportunity--null--3674--(CnP_PaaS)--System.SObjectException"

      Comment


      • #4
        Dean Ebben was able to register for a program. He is listed under registrations. But then the money stops there.
        Thanks again

        Comment


        • #5
          Good day @[email protected]

          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


          • #6
            Good day @[email protected]

            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.


            Note added for public reference: At this time, NPSP's current version appears to be 3.2. The feature in our latest release that populates NPSP's Primary Contact field on the Opportunity was an addition to become more compatible with NPSP. The beta version referenced here is only needed if customers are using much older versions of NPSP.
            At least by August 2019, NPSP had ended support for pre-3.0 versions. We strongly advise any customers experiencing this issue upgrade NPSP to resolve the issue.
            Last edited by CnP.LiveSupport.AB; 09-09-2021, 07:32 AM.
            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
              Thank you for updating me. I just wish we didn't upgrade Click & Pledge Salesforce Applications until this was in effect. We are manually entering opportunities now. Please let me know when that release is out.

              Comment


              • #8
                Hi!
                Any word on the release date on that update that is compatible with NPSP? Thank you.

                Comment


                • #9
                  Good day @[email protected]

                  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


                  • #10
                    I have granted access. Thank you!

                    Comment


                    • #11
                      Any luck with the upgrade? Thank you

                      Comment


                      • #12
                        Good day @[email protected]

                        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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