Requirements: Please ensure you have signed up for a Click & Pledge Account.

Click & Pledge offers complimentary installation, post-installation, and upgrades of its Salesforce applications to ensure that your organization is initially configured correctly.

This article includes instructions for new and existing Click & Pledge customers.

Install Instructions for New Users of Click & Pledge Apps on Salesforce

Install Instructions for Existing Click & Pledge Customers wishing to test using a Sandbox (Optional)

Create a Sandbox
Grant Login Access
Copy your Salesforce Organization ID
Request Click & Pay be Installed in your Sandbox
Sandbox Synchronizer App
Install in Production

Install Instructions for Existing Click & Pledge Customers upgrading from Click & Pledge PaaS/Donor Management App version 9

Other Related Information

 

Complimentary Installation/Upgrades/Post-Installation

Click & Pledge offers Free integration with Salesforce with our Click & Pay Suite App . Once you have installed the Click & Pay Suite, please request our complimentary Post Installation assistance.  

To install Click & Pay suite:

Go to the Salesforce App Exchange
Search for Click & Pledge
Click on Click & Pay Suite 
Click the Get It Now button

Once installation of Click & Pay Suite is complete, continue with the following steps.

Prerequisite

Salesforce Site Setup

Features of Click & Pay Suite use a Salesforce feature called Sites. Salesforce Sites enable you to create public websites and they may be used with Applications like ours. The Site is used to host the Store/Event Feature and host images for Autoresponder Emails and Invoices.

If you have not created a Salesforce Site, or would like to create a new one, refer to the following Salesforce article to enable it:

https://help.salesforce.com/s/articleView?id=platform.sites_creating_subdomain.htm&type=5

Grant Login Access

You must give Click & Pledge permission to login and make these changes on your behalf.  
 

1. In Salesforce Lightning, click your User thumbnail (in Classic, your Name) in the top right of the screen
2. Click 'Settings' (in Classic, 'My Settings') from the dropdown
3. In the left column, click 'Grant Login Access' under 'My Personal Information' (in Classic, expand 'Personal' to see 'Grant Login Access') 
4. In the row for 'Click & Pledge Support' choose an Access Duration, 1 week recommended.
5. Click to Save.

 

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 Lightning, click the gear icon (in Classic,click 'Setup' ) in the top right corner.
2. Start typing 'Company' in the Quickfind textbox in the left column Do not hit enter.
3. Click 'Company Information'. You may also navigate to Company Information under 'Administer'.
4. In the right column, find Salesforce Organization ID. Copy this to a place you can reference in the next step.

Request installation or post-installation in the Click & Pledge forum

Notify Click & Pledge to install or upgrade 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 Account Administration, this account 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.

Establish Connection

Once the Installation and Post Installation are complete, you will need to log into you Click & Pledge account (CONNECT) to establish (or reestablish) connection between your Click & Pledge account and your Salesforce Instance. Instructions are available here: CONNECT: Third Party Integration.

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.

 

Instructions for Click & Pledge customers wishing to use a Sandbox

CREATE A SANDBOX

If you wish to create a Sandbox to see how data flows into your Salesforce instance you may test this in a Sandbox. We recommend testing with a Full Sandbox, but if that isn’t an option then a Partial Copy Sandbox is the next best thing. We do not recommend creating Developer or Developer Pro Sandboxes because they have very limited data capacity. For more information of Sandbox Types, refer to this Salesforce article:
https://help.salesforce.com/s/articleView?id=sf.create_test_instance.htm&type=5

Instructions for creating a Sandbox may be found at:  https://help.salesforce.com/s/articleView?id=sf.data_sandbox_create.htm&type=5.   

When you receive confirmation that the Sandbox has been created, login and grant login access to Click & Pledge Support.

GRANT LOGIN ACCESS 

You must give Click & Pledge permission to login and make these changes on your behalf.   
1.    In Salesforce Lightning, click your User thumbnail (in Classic, your Name) in the top right of the screen. 
2.    Click 'Settings' (in Classic, 'My Settings') from the dropdown. 
3.    In the left column, click 'Grant Login Access' under 'My Personal Information' (in Classic, expand 'Personal' to see 'Grant Login Access')  
4.    In the row for 'Click & Pledge Support' choose an Access Duration, 1 week recommended. 
5.    Click to Save. 

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 Lightning, click the gear icon (in Classic, click 'Setup' ) in the top right corner. 
2.    Start typing 'Company' in the Quickfind textbox in the left column Do not hit enter. 
3.    Click 'Company Information'. You may also navigate to Company Information under 'Administer'. 
4.    In the right column, find Salesforce Organization ID. Copy this to a place you can reference in the next step. 
 

REQUEST CLICK & PAY BE INSTALLED IN YOUR SANDBOX  

1. Open a tab or window, and go to https://forums.clickandpledge.com/ 
2. In the top right corner, click Login or if you do not have a user click Sign Up. This is not the same as your Click & Pledge Account Administration, this account is for the forums only. 
 
If you do not have a user in the Forum, this article will help you with sign up, posting and subscribing to channels: https://support.clickandpledge.com/s/article/Forum-Sign
 
3. Under Salesforce, click to open the 'Salesforce Upgrade Assistance' channel. 

• Click 'New Topic' 
• 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, ask for Click & Pay to be installed. 
• Post the request. 

 

Sandbox Synchronizer

The Click & Pay Sandbox Synchronizer App is designed to streamline your testing process. By installing this app in your Salesforce Production instance and establishing a connection, you can seamlessly synchronize transactions between your Production environment and the Sandbox.

With the Click & Pay Sandbox Synchronizer App, transactions posted in your Salesforce Production instance are replicated in the Sandbox. This enables you to test Click & Pay without disruptions, as transactions will be accurately mirrored in both environments.

To install the Click & Pay Sandbox Synchronizer, click the following Installation Link and login to your PRODUCTION instance. Choose the middle option, "Install for All Users."

C&P Sandbox Synchronizer Installation Link  https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHr000001duJj

Add the Sandbox Login URL to Remote Site Settings

1. Click the Setup icon in the upper right corner.
2. Click Setup.
3. Begin typing the word “Remote” in the quick access box.
4. Click on Remote Site Settings.

5. Click the “New Remote Site” button located at the top center of the “All Remote Site” list.

6. Name your Site and enter the URL for your Sandbox.  Enter a description if you wish.

The URL to be used will be the Sandbox Standard Login URL (https://test.salesforce.com) or the Sandbox Custom Login URL (customdomain.my.salesforce.com).


7. Click the Save button

Launch the App
8. Click the Salesforce App Launcher (nine dots) in the upper left corner.
9. Open the ‘Click & Pay Sandbox Synchronizer’

Complete Setup
10. Select the Domain Type (Standard or Custom)
11. Enter the Sandbox Login URL used in step 6 above.
12. Click the ‘Connect’ button.

13. Click the ‘Allow’ button when prompted. 


14. You will be redirected to the Salesforce login page.  Login to the PRODUCTION instance.

15. Click the Salesforce App Launcher and open the ‘Click & Pay Sandbox Synchronizer’

You will now see the status of connection.  Click & Pledge transactions that post to the Salesforce Production instance will also post to the Sandbox.

If you are using Salesforce's Custom Domain, then you are done. If your instance is not set up with Custom Domain then continue to the next step.

16. Create a second Remote Site following the same process as Step 6 with the following exception:

Set the remote Site URL to the "Connected Org Instance URL" as above.

Installation in Production of Click & Pay Suite

When you are ready to install Click & Pay Suite in your Salesforce production instance, grant Click & Pledge Support access to your production instance and post the installation request in the Forums.  Provide your production Salesforce Org. ID in the request.

GRANT LOGIN ACCESS 

You must give Click & Pledge permission to login and make these changes on your behalf.   
1.    In Salesforce Lightning, click your User thumbnail (in Classic, your Name) in the top right of the screen. 
2.    Click 'Settings' (in Classic, 'My Settings') from the dropdown. 
3.    In the left column, click 'Grant Login Access' under 'My Personal Information' (in Classic, expand 'Personal' to see 'Grant Login Access')  
4.    In the row for 'Click & Pledge Support' choose an Access Duration, 1 week recommended. 
5.    Click to Save. 

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 Lightning, click the gear icon (in Classic, click 'Setup' ) in the top right corner. 
2.    Start typing 'Company' in the Quickfind textbox in the left column Do not hit enter. 
3.    Click 'Company Information'. You may also navigate to Company Information under 'Administer'. 
4.    In the right column, find Salesforce Organization ID. Copy this to a place you can reference in the next step. 
 

REQUEST CLICK & PAY BE INSTALLED

1. Open a tab or window, and go to https://forums.clickandpledge.com/ 
2. In the top right corner, click Login or if you do not have a user click Sign Up. This is not the same as your Click & Pledge Account Administration, this account is for the forums only. 
3. Under Salesforce, click to open the 'Salesforce Upgrade Assistance' channel. 

• Click 'New Topic' 
• 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, ask for Click & Pay to be installed. 
• Post the request. 

 

RE-ESTABLISH CONNECTION FROM YOUR CONNECT ACCOUNT

After Click & Pay Suite is installed in your production instance, you will need to re-establish the connection in your CONNECT account.

Log into your Click & Pledge account.
Click the launcher (four white squares upper right) and select Settings.
Click 3rd party integrations on the left.
Click Salesforce Connection.
Scroll to the bottom of the page and click the DISCONNECT button.
Scroll up and check the box for "Connect to Click & Pay Suite." 

Scroll to the bottom and click the CONNECT TO SALESFORCE button.  You may be required to enter your Salesforce login credentials.

You are now ready to begin using Click & Pay Suite in Salesforce.
 

View C&P App Versions in Salesforce

Once Click & Pay Suite has been installed, you can always review your app version in Settings > About C&P Apps.

Click the Click & Pay Suite Navigation Grid to locate Settings

From the Settings menu find About C&P Apps

 

Salesforce Related Information

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• Post Salesforce Winter '21 release - complete 1x
  • Configure Sharing Settings 
  • Edit Profiles
  • Edit User Detail
• Post Salesforce Spring '21 release - complete 1x
  • Assign field-level security
  • Assign Permission Sets

 

Edit Profiles

Salesforce Admins should modify profiles for the Connected User and C&P app users.

1. Click at the top right.
2. Enter "Profiles" in the Quick Find. Do not hit enter.
3. Click "Profiles" in the results, and click the chosen profile (not shown)
4. Click "Object Settings"
5. Click Accounts
6. Verify Read, Create, Edit, and Delete are checked.  If not, click "Edit" to modify them and "Save". At this point verify that Read Access and Edit Access are checked for any C&P fields.
7. Repeat steps 1-6 for Cases (only Read and Create needed) , Campaigns, Contacts, and Opportunities

 

Edit User Detail

The Connected User and C&P app users that process Temporary Contacts must be Marketing Users to create Opportunities with Primary Campaigns. 

 

1. Click at the top right
2. Type "Users" in the Quick Find. Do not hit Enter.
3. Click "Users"
4. Click the desired User from the listed Users (not shown)
5. Click "Edit"
6. Check the box for Marketing User and "Save". At this point you may also want to assign Permission Sets. 
7. Repeat Steps 1-6 for the "Connected User" and C&P app users

 

Assign field-level security

With the Winter '21 release, Salesforce enforces field-level security in addition to object-level permissions.  
 

1. Click at the top right
2. Click the Object Manager tab
3. Type "Opportunity" in the Quick Find.  For some instances, you may need to type "Donation"
4. Click "Opportunity" (or "Donation")
5. Click "Fields & Relationships"
6. Type Account Name in the Quick Find.
7. Click Account Name
8. Click the button to "Set Field Level Security"
9. Make sure the Field Level Security is set to "Visible" for Profiles used by C&P app users
10. Repeat steps 1-9 for  Amount, Lead Source, Primary Campaign Source, and Quantity.

 

Assign Permission Sets

Complimentary installation typically installs C&P Apps for all users; however, some Salesforce Admins prefer to restrict the use of C&P apps for specific functions such as processing temporary contacts, selling tickets in Event Management Box Office, using the Virtual Terminal. 

Best practice for standard C&P App users is to assign "PS-CnP-IaaS-All-Permissions", "PS-CnP-PaaS-All-Permissions", and "PS-CnP-Event-All-Permissions". Be sure to assign the " PS-CnP-PaaS-Connected-User-ONLY" and "PS-CnP-Event-Connected-User-ONLY" permission sets to the Connected User.