Salesforce.org Elevate

A client is trying to get started with Elevate. We are helping with the connector and Salesforce configuration. But they need to set up their Elevate account through the Power of Us program. (They already have their 10 licenses granted.) Could someone point me to instructions for that? Please see attached screenshot - they are being prompted to install NPSP. NPSP is already installed. But they went ahead and told it to install. But they are still being prompted to install NPSP.  Thanks for any help.

Where do you look to find out why Elevate transactions that are successful are not creating opportunities in SF? When we click on the payment (listed as successful in Elevate) and then click on the 'View in Salesforce' button in the upper right, we are getting an error that the transaction cannot be found - which is correct, there is not transaction created in SF that we can find. Any suggestions as to what may be going on or how to locate these transactions with their errors so we can debug?

Thanks!

Hi,

As part of the POC I wanted to create an Elevate org, I Couldn't able to find the solution can you guys help in this.

Thanks..!

Hello, I am a first time user with Elevate. I tried to find videos on how to refund but it's been hard to find 

For my client, if we're not seeing the Refund button, should it be there on the payment?

 If you do refund through the button, does it execute the refund through Stripe as well? If so, is it only full or partial amounts?

If you just went directly to $0 out a payment, will that initiate a refund in Stripe?\

@Salesforce Developers @Salesforce.org Elevate

How to create a Salesforce.org Elevate account for developers.

Url: https://login.elevate.salesforce.org/

With Elevate's impending end of life, we decided to go ahead and decommission it in our environment. But before we uninstall it in Salesforce, we want to make sure we stop any existing recurring series donations. Is there a way to disconnect Elevate form the Payment gateway, which in our case is iATS? Or, is there a way in Elevate to pause/stop all recurring schedules in Elevate? We don't want to change their status in Salesforce as we plan to continue processing them with another Salesforce native payment solution going forward.

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@Salesforce.org System Administrators @Nonprofit Get Started Hub @Salesforce.org Experience Cloud @Salesforce.org Elevate @Salesforce.org Nonprofit Events @Nonprofit Reports & Dashboards @Architect Group, London, UK @Bhavin Patel @Trailblazer Community Cove @* Customer Success *

Hello! Our client's donations through Elevate are not making their way into Salesforce. When we log into Elevate it says "There's an issue with your Salesforce integration. See details on the integration page." On that page, I see this https://www.screencast.com/t/2ZBJQh5q. We are good on prereqs so I thought it would be best to disconnect, then reconnect the integration. But when we try to disconnect, we get an "Error disconnecting Salesforce" popup https://www.screencast.com/t/mez84cgeDg. Amy recommendations to get past this? Thanks!

Hi Team,

When I initially make a monthly recurring donation via the Elevate Giving page, at that time, a recurring donation record will be created in Salesforce, and the first installment opportunity will be in the closed stage. Then, in the next month, an opportunity record will be created in the pledged state.

My question is: Will the payment for the next installment opportunity be automatically charged to the credit card I used to pay for my first installment? Is that correct?

I would like to understand how Elevate handles the management of upcoming payment installments for recurring donations.

Please help me gain better clarity on this.

@Nonprofit Hub @Salesforce.org System Administrators @Nonprofit User Group, Atlanta, US @Nonprofit Release Readiness