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Upgrade Salesforce, please

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  • CnP.Support.AM
    replied
    Good day @KathyMac

    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.)

    Leave a comment:


  • KathyMac
    started a topic Upgrade Salesforce, please

    Upgrade Salesforce, please

    Salesforce Org ID: 00Df4000001RdXN. I granted access for 7 days and need Donor Management - payments as a service installed. Thanks!
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