Lightning.
- In Salesforce, click at the top left.
- Click 'View All' in the dropdown.
- Click 'Visit AppExchange" button on the top right of the popup.
- Type 'Pledge' into the Search bar.
- Click on the thumbnail for the C&P Class Library.
...
Under Salesforce, click to open the 'Salesforce Upgrade Assistance' Topic.
- Click 'New Topic'
- Add a title to your post and ask to have Click & Pledge applications installed. ...
- Post the request.
Upgrade C&P Apps in Salesforce
Once Donor Management (PaaS) has been installed, you can always review your app version and upgrade from C&P Settings > About C&P Apps.
Post Installation
To reduce email and web hosting costs to customers, C&P Apps use Salesforce Sites. Data entered on public online payment forms automatically creates records in Salesforce, but this requires the addition of a Site and specific sharing and data permissions.
Site Domain
As part of initial post-installation, you must create a Site Domain. Note that the Site Domain in Salesforce is different from setting up "My Domain" "My Domain" affects the URL you use to work within Salesforce, Site Domain affects the URL used to create public sites or Communities - now referred to as "Digital Experiences".
Site Profile
With Enhanced Profile User Interface disabled, the Site User profile page will be incredibly long. You are looking to verify the Standard Object Permissions . The Find function (Ctrl-F) of your browser can be helpful will these long screens
Site Guest User
The Site Guest User's time zone informs the time zone used for the times on the Event registration page. If your organization sets up events in multiple time zones, best practice is to create a separate Site for each time zone. Edit the Site Guest User to the time zone needed for Event Management.
Sharing Settings
As of the Salesforce Winter '21 release, the Site Guest User uses "sharing" to access custom objects, rather than opening up this security through permission sets.
