Install Click & Pledge Apps in Salesforce

Last Updated: Apr 04, 2017 07:58AM EDT
Requirements: Please ensure you have signed up for a Click&Pledge Account. If you have not done so, please fill out the form at ClickandPledge.com/Signup

Click&Pledge offers complimentary installation of its Salesforce applications to ensure that your organization is configured correctly. This applies to both Donor Management (aka Payments as a Service) and C&P Events.
To request, complete the following steps:

 
  1. Grant Login Access
  2. Copy your Salesforce Organization ID
  3. Request the installation in the Click & Pledge forum
 

Grant Login Access

You must give Click&Pledge permission to login and make these changes on your behalf.  
 
  1. In Salesforce, click your Name in the top right of the screen
  2. Click 'My Settings' from the dropdown
  3. In the left column, click 'Personal'
  4. Click 'Grant Account Login Access'
  5. In the row for 'Click & Pledge Support' choose an Access Duration, 3 days recommended.
  6. Click to Save.
 
Salesforce Grant Login Access


 

Copy your Salesforce Organization ID

To ensure applications are installed in the correct instance of Salesforce, you will need the Salesforce Organization ID.
 
  1. In Salesforce, click Setup in the top right corner.
  2. Start typing 'Company' in the Quickfind textbox in the left column, and choose 'Company Information'. Do not hit enter. You may also navigate to Company Information under 'Administer'.
  3. In the right column, find Salesforce Organization ID. Copy this to a place you can reference in the next step.
 
Salesforce Organization ID



 

Request the installation in the Click & Pledge forum

Notify Click & Pledge to install the application
 
  1. Open a tab or window, and go to https://forums.clickandpledge.com/
  2. In the top right corner, click to login or to set up a new account for the forum. This is not the same as your Click&Pledge Administration, it is for the forums only.
  3. Under Salesforce, click to open the 'Salesforce Upgrade Assistance' Topic.
  4. Click 'New Topic'
  5. Add a title to your post and ask to have Click&Pledge applications installed. Include your Salesforce Organization ID (e.g. 00D410000005nx4), indicate that you have already granted login access, and whether you would like Donor Management (Payments as a Service) only installed, or both Donor Management (PaaS) and Events.
  6. Post the request.
 
Click&Pledge Forum Install Post




Note that Salesforce instances vary in how they are displayed, and navigation may be different in your instance. Refer to Salesforce articles on Grant Login Access, and How to locate my Salesforce Organization ID for more assistance.
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