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Initial Installation of Click and Pay Suite in Salesforce

Updated

To install Click & Pay Suite in Salesforce for the first time, click on the following link:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg80000004VIB

You will be asked to log into your Salesforce instance.  You will then see: 

Screenshot of 3 options for install. Choose middle one: Install for all Users

Select "Install for all users" and click "Install".  After a few minutes, you will receive a message that tells you this is taking a long time.  Click the "Done" button and you will be taken to Installed Packages.  Refresh occasionally until you see Click & Pay Suite in the list.  You will also receive an email when the installation is complete. 

Connect your Click & Pledge CONNECT Account to Salesforce. 

When installation is complete, you will need to connect your CONNECT account to Salesforce.  To establish the connection, a Salesforce System Admin should follow the instructions below: 

  • Access: https://login.connect.clickandpledge.com 
  • Go to: LAUNCHER (icon in top right of page looks like 4 small squares) 
  • Select: SETTINGS 
  • Click: INTEGRATIONS 
  • Click: SALESFORCE CONNECTION 
  • Select your DOMAIN type for the Login URL (e.g., Custom or Standard) 
  • If custom, enter DOMAIN name  
  • Check the radio button for "Connect to Click & Pay Suite" 
  • Click on: CONNECT TO SALESFORCE 
  • You will be directed to the SF login page >> Enter your Salesforce login credentials.  If prompted, click “Allow” 
  • You will be directed back to the SALESFORCE CONNECTION page in CONNECT where you should see "Connected". 

Assign User Permissions

  • Click on the Gear in the upper right
  • Click on Setup
  • In the Quick Find field at the upper left type in Users
  • Click on Users
  • Click on the Full Name (not the "edit" link)
  • Scroll down to "Permission Set Assignments" and click "Edit Assignments"
  • In "Available Permission Sets," scroll down to "PS-CnP-PaaS-All-Permissions" — select it.
  • Click the Add (►) button Addto move it to the "Enabled Permission Sets"
  • Save

Grant Click & Pledge Access to your Salesforce Instance

A Salesforce System Admin should grant Click & Pledge access to your Salesforce instance.

To grant access please login to your SF instance. 

  • Click the User icon in the top right of the screen 
  • Click 'Settings' from the dropdown 
  • In the left column, select 'Grant Account Login Access' 
  • In the row for 'Click & Pledge Support' choose Access Duration, 1 week recommended. 
  • Click to Save

Notify your Click & Pledge contact or Support@ClickandPledge.com that access has been granted and give us your Salesforce Org ID. This can be found by going back to the gear icon > setup > type "company" in Quick Find > Click Company Information. Salesforce.com Organization ID is in the right-hand column toward the bottom. Click & Pledge developers will do any required post-install work. 

Re-establish the CONNECT/Salesforce connection

When notified that the post-install has been completed:

  • Go to: https://login.connect.clickandpledge.com 
  • Go to: LAUNCHER (icon in top right of page looks like 4 small squares) 
  • Select: SETTINGS 
  • Click: 3RD PARTY INTEGRATIONS 
  • Click: SALESFORCE CONNECTION 
  • Scroll down to Salesforce Connection information
  • Check that the connection date & time are current. (The connection updates automatically each time this section is opened.) If the date/time is not current, disconnect and reconnect.  

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