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  • Upgrade Salesforce, please

    Please install the latest upgrades for myFace's SF Instance - SF ORG ID: 00D1I000003nnIs

    Thank you.
    John C. Hume
    Office Manager, myFace
    333 East 30th Street, Lobby Office,
    New York, NY 10016
    P: 917-720-4701 ext.100
    myFace.or

  • #2
    Good day @jhume

    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


    • #3
      Apologies. Access has been granted: 7 day(s) left. Expires on 10/14/2021.

      Comment


      • #4
        THANK YOU: Your request to install package "Click & Pledge PaaS Class Library Summer ’21" was successful.

        Organization: myFace (00D1I000003nnIs)
        User: John Hume (0051I000002KNqW)
        Package: Click & Pledge PaaS Class Library (04t4W000002vynu)

        Some components, such as custom objects, custom report types, and workflow rules, must be activated using the package deploy process, before they are available to your organization.

        Comment


        • #5
          Good day @jhume

          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

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