Salesforce Upgrade Assistance

[GBFB_CTG]

Org ID: 00D37000000J8F5
Access has been granted
Install in CPTest sandbox

[CnP.Support.AM]

Good day @GBFB_CTG

Have you tested the new Click & Pay Suite in the Sandbox instance?

We recommend you conduct a Sandbox test before upgrading to the production instance.

Please see this post: https://forums.clickandpledge.com/fo...st-please-read

You can test the Sandbox with the live data posting to your Sandbox instance by installing the "Salesforce Sandbox Synchronizer" app in the Production instance and set it up so it posts data from your production to your Sandbox so you can test it and make sure all is OK.

Please check and let us know if we can further assist.

[GBFB_CTG]

Hi,
My post was asking you to install the upgrade in a sandbox so that I can test. Can you install this in the partial sandbox? I have granted access.

FYI - this help article doesn't specify that it should be a full or partial sandbox - might be helpful to update: https://support.clickandpledge.com/s...ting-Customers

[CnP.Support.AM]

Good day @GBFB_CTG

Would you please share the Sandbox OrgID and grant us login access from the Sandbox instance so that we can proceed with the upgrade?

Looking forward to hearing back from you.

[GBFB_CTG]

Hello,
Here is the org ID for the sandbox:

00D8M0000004cuP

I have granted login access.
Thanks!

[CnP.Support.AM]

Good day @GBFB_CTG

We have upgraded your Sandbox instance with Click & Pay Suite.

Please install the "Salesforce Sandbox Synchronizer" app in the Production instance and set it up so it posts data from your production to your Sandbox so you can test it and make sure all is OK.

Please check and let us know if we can further assist.

[GBFB_CTG]

Hello,

I'm running into an error message when trying to connect the Sandbox Synchronizer to the sandbox:
- Sometimes when I click to connect, it just logs me in without asking to allow access
- The times that it has asked me to allow access, I got this error message after clicking "allow":


Do you know if there is a way around this to synchronize?
Thank you!

[CnP.Support.AM]

Good day @GBFB_CTG

Please try to connect the connection by selecting the custom domain by entering the following URL and let us know if you find any issues: https://justastart--jaspartial.sandb...alesforce.com/

[GBFB_CTG]

Hello,
I've tried to connect it both via the standard and the custom domain. It still just logs me in without asking for permission, or if it does ask permission it gives an error or redirects.
If it's helpful I could hop on a call to demonstrate, let me know. Thanks!

[CnP.Support.AM]

Good day @GBFB_CTG

Strange! Would you please create a user for us in your Sandbox instance with a Sys Admin profile so that we can try to connect it? please set the email to: [email protected]

[GBFB_CTG]

Hello, I have just created that account, you should receive an email to set it up shortly. The username is [email protected]
Thank you!

[CnP.Support.AM]

Good day @GBFB_CTG

The access to your production instance has expired. Would you please grant us login access to your Production instance?

Looking forward to hearing back from you

[GBFB_CTG]

Hello, I have just granted access for one week.

[CnP.Support.AM]

Good day @GBFB_CTG

We are able to log in and successfully connect to the Synchronizer app without any issues. It looks like you are not following the last step.

Please follow these steps:

• Select the Domain Type (Standard or Custom), in your case Custom Domain.
• Enter the Sandbox Login URL, in your case Custom Domain: https://justastart--jaspartial.sandb...alesforce.com/
• Click the ‘Connect’ button.
• Login to the Sandbox and click the ‘Allow’ button when prompted.
• You will be redirected to the Salesforce login page. Login to the PRODUCTION instance.

Please try it and let us know if we can be of any further assistance.

[GBFB_CTG]

It looks like it is now connected - I will let you know if I have any further questions while testing. Thank you!