Knowledge Base

Donor Management with Salesforce: C&P Settings - Contacts & Account

Version: 9.190720xxxx

Within C&P Settings > Contact & Account, you can manage how your Click & Pledge Payment as a Service Application works within Salesforce. Within this tab you can manage: 
 
  • How transactions are posted 
  • Account and Contact creation
  • Record type assignment
  • Contact matching

Step-by-Step:
 


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