Knowledge Base

Donor Management (Salesforce App)

  • Donor Management (Salesforce App): Overview

    Click & Pledge Donor Management + Salesforce CRM offers a real-time integration with payments processed through the Click & Pledge payment platform. Through this integration, all donations, payments, and patron activities on all che...

    Last Updated: Dec 13, 2017 03:48PM EST
  • How to Connect Click & Pledge and Salesforce

    For instructions to connect Click & Pledge to Salesforce please refer to this article:

    Last Updated: Oct 13, 2016 01:23PM 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
  • Process a Credit Card or eCheck in Salesforce (Donor Management with 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 demon...

    Last Updated: Dec 11, 2017 10:38AM EST
  • Donor Management for 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: Dec 12, 2017 11:10AM EST
  • Donor Management (Salesforce App): 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: Dec 13, 2017 01:54PM EST
  • Customize Contact Creation (Donor Management with Salesforce)

    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: Sep 23, 2015 04:33AM EDT
  • Quick Charge Form (Donor Management with Salesforce)

    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. ...

    Last Updated: Sep 23, 2015 04:27AM EDT
  • Donor Management (Salesforce App) : 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: Dec 13, 2017 02:59PM EST
  • Donor Management (Salesforce App): 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 y...

    Last Updated: Dec 13, 2017 02:09PM EST
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