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  • Click & Pledge applications installation

    Hello, Very excited to begin working with Click and Pledge!

    We use Salesforce and would like to install the Click & Pledge application, both Donor Management (PaaS) and Events.​
    Salesforce ID00Di0000000ID1bEAG

    it doesn't appear I can grant SF login access though so that needs to be resolved first.

    'Sorry but we are unable to establish connection to your Salesforce instance. This may be due to a number of factors such as an out-date installation or missing components. Please grant Click & Pledge support access to your Salesforce account and contact support for review of your instance'.​
    Last edited by TNDI; 08-20-2023, 09:52 PM.

  • #2
    Good day @TNDI

    Since this is a new installation we recommend you install the new Click & Pay Suite app in your instance. The PaaS and Events are the legacy apps now. The Click & Pay Suite is the new app with the combined features of Donor Management and Events as well as a Shopping Cart.

    You can install the new Click & Pay Suite from Appexchange and grant us login access so that we can complete the post-installation steps. Once installed the app, you will see Click & Pay Suite as an option to grant us login access in your instance.

    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
      Thank you. App installed and access granted. Please complete installation.

      Comment


      • #4
        Good day @TNDI

        We reviewed and completed the post-installation steps in your instance. You are all set and good to go.

        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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