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  • Salesforce Upgrade Assistance Request

    “Please upgrade the Salesforce instance ID: 00D500000007AJu with the latest release. Access has been granted for 1 week”
    Teen Feed

  • #2
    Good day @TeenFeed

    We've upgraded 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
    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
      CnP.Support.AM CnP.Support Okay I created a site domain

      Comment


      • #4
        Good day @TeenFeed

        We have completed the post-installation in your instance.

        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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