Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: Overview

    Click & Pledge Donor Management + Salesforce CRM offers a real-time integration with payments processed through the Click & Pledge payment platform. Whether you are currently using a donor management system or not you may take adva...

    Last Updated: Jun 20, 2018 02:50AM EDT
  • How Integration between Click & Pledge and Salesforce Works

    Integration between Salesforce & Click & Pledge is quite effortless. Once activated all transactions through any checkout page or API call will post to Salesforce automatically without any user intervention. Watch the video & s...

    Last Updated: Dec 13, 2017 02:02PM EST
  • Donor Management with Salesforce: Process a Credit Card or eCheck in Salesforce

    The Click & Pledge Payment as a Service App in Salesforce contains a virtual terminal. The virtual terminal is PCI compliant. Patrons' credit card and eChecks may be processed through the terminal using this application. Watch a demons...

    Last Updated: Jun 20, 2018 02:56AM EDT
  • Donor Management with Salesforce: Process Transaction with Previous Payment Method

    With the Click & Pledge Payment as a Service application in Salesforce you can reprocess a transaction for existing patron without having them provide you with their credit card number or check. This works by referencing the original tr...

    Last Updated: Jun 20, 2018 02:57AM EDT
  • Donor Management with Salesforce: How Data Posts to Salesforce

    Donor Management (aka Payment as a Service Application) in Salesforce offers a tab called "C&P Data." This will record the data log by transaction. If there are any errors during the update process the error will be logged with the post...

    Last Updated: Jun 20, 2018 02:57AM EDT
  • Donor Management with Salesforce: Customize Contact Creation

    With Click & Pledge Payment as a Service version 5.0 and greater, you can control how your Contacts within Salesforce are to be created. With the Click & Pledge integration with Salesforce, contact information from the transaction c...

    Last Updated: Jun 20, 2018 02:58AM EDT
  • Donor Management with Salesforce: Quick Charge Form

    With Click & Pledge Payment as a Service v 5.0 you can quickly process a credit card payment directly from a Contact screen. The transaction will use the order number from the original transaction to reprocess a transaction. Quic...

    Last Updated: Jun 20, 2018 02:59AM EDT
  • Donor Management with Salesforce: Create Custom Receipts and Autoresponders

    Create an unlimited number of custom emails to be sent to your patrons. You control the content, design, and best of all the conditions and time frame when the emails are to be sent. Use Click & Pledge's Designer to create custom email ...

    Last Updated: Jun 20, 2018 03:13AM EDT
  • Donor Management with Salesforce: Reorder Salesforce Tabs

    Once you have installed and deployed your Click & Pledge App(s) within your Salesforce account, you may wish to add C&P tabs to your Salesforce tab display area. This is very easy to so. Just follow the instructions below: On you...

    Last Updated: Jun 20, 2018 04:21AM EDT
  • Donor Management with Salesforce: Process Transactions using Card Swipe in Salesforce

    Within the Click and Pledge Donor Management Application in Saleforce you can swipe a credit card, perform the transaction and instantly update your donor records instantly. This is a FREE service to Click and Pledge customers with TSYS me...

    Last Updated: Jun 20, 2018 04:22AM EDT
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