Salesforce Upgrade Assistance please

[KathyMac]

Please upgrade our C&P Salesforce App:

• Click & Pledge account name: Texas Academy of Family Physicians
• Click & Pledge account #: 38841
• Salesforce Organization ID: 00Df4000001RdXN

Administrative access granted for one week.
Thank you!

[CnP.Support.AM]

Good day @KathyMac

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.

[KathyMac]

I did create a sandbox yesterday. What information do you need from it?

[KathyMac]

Sandbox name: QA4CP
Sanbox license: Partial copy
Status: Completed
Location: Hyperforce USA242S
Release type: Non-preview
Current org ID: 00DOu0000005BkP

[CnP.Support.AM]

Good day @KathyMac

We just tried to upgrade your Sandbox instance with the Click & Pay Suite but unfortunately, we don't have access.

Please grant us login access to your Sandbox instance so that we can proceed with the upgrade.

[KathyMac]

I don't see in the instructions how to grant access specifically to the sandbox. I did grant access to Click and Pledge Support to our salesforce instance. Can you send me instructions to grant access specifically to the sandbox?

[CnP.Support.AM]

Good day @KathyMac

In order to grant login access to Sandbox, you need to login to the Sandbox instance, and from there, you have to grant login access.

[KathyMac]

Ok. Can you try again? Thanks!

[CnP.Support.AM]

Good day @KathyMac

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.

[KathyMac]

It looks good. I think I'm ready for the next step.

[KathyMac]

I'm still seeing a connection failure notice. Is there something else I need to do to reestablish the connection?

[CnP.Support.AM]

Good day @KathyMac

Please establish the connection now. While establishing the connection make sure NOT to check the box that says "Connect to Click & Pay Suite" since you have not yet moved to Click & Pay Suite in your Production instance.

Select Account Type to Production:



Please check and let us know if you still see the issue.

[KathyMac]

It's working! Thanks for your help.