Knowledge Base

Donor Management (Salesforce App)

  • Donor Management (Salesforce App): Troubleshoot Problems Posting to Salesforce

    At times transaction data may not post to Salesforce due to connectivity problems. In most cases, the issue is due to a disabled connection user. This article will help you troubleshoot the problem and assist you in fixing the issue. This ...

    Last Updated: Dec 19, 2017 03:52PM EST
  • Donor Management with Salesforce: Countries and States

    Version: 9.171213xxxx Typically forms post the entire Country or State name. This feature allows you to select the ISO standard abbreviations for Countries and States. This helps with standardizing your mailing lists. To control how Countr...

    Last Updated: Dec 19, 2017 01:46AM EST
  • Donor Management (Salesforce App): Swiper1 Activation in Salesforce

    Version: 9.171213xxxx Swiper1 is a mobile application which is developed by Click & Pledge for both Android & IOS mobile users. With the help of Swiper1 app, check-in & Check-out for events can be processed. To process events i...

    Last Updated: Dec 19, 2017 01:47AM EST
  • Donor Management (Salesforce App): Custom Mapping

    Version: 9.171213xxxx Custom mapping allows mapping to the Account, Contact, or Opportunity objects based on SKU & Custom Question. Map based on SKU Click on C&P Settings Click on Custom Mapping On the SKU tab...

    Last Updated: Dec 19, 2017 01:48AM EST
  • Donor Management with Salesforce: Virtual Terminal Settings

    Version: 9.171213xxxx The Click & Pledge Payment as a Service Application on Salesforce includes a Virtual Terminal for manually entering transactions. Within C&P Settings > Virtual Terminal you may enter in default information ...

    Last Updated: Dec 19, 2017 01:48AM EST
  • Donor Management (Salesforce App): Opportunity

    Version: 9.171213xxxx Opportunity creation may be customized through various settings in the C&P Settings > Opportunity tab. The following step-by-step presentation provides detailed explanation of each option.

    Last Updated: Dec 19, 2017 01:49AM EST
  • Donor Management with Salesforce: Contact and Account

    Version: 9.171213xxxx 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 post...

    Last Updated: Dec 19, 2017 01:49AM EST
  • Donor Management with Salesforce: Designer and Autoresponder

    Version: 9.171213xxxx Using Autoresponder and C&P Designer, an organization may create an unlimited number of emails and send them based on the conditions set in C&P Settings. With C&P Designer, you may create emails with exis...

    Last Updated: Dec 19, 2017 01:50AM EST
  • Donor Management (Salesforce App): Salesforce Integration Overview

    Your Click & Pledge account can be connected to Salesforce using the Click & Pledge Donor Management App from the AppExchange, so you can keep track of your donors and manage those relationships within Salesforce CRM. Integratio...

    Last Updated: Dec 14, 2017 10:43AM EST
  • Donor Management with Salesforce: Designer

    Version: 9.171213xxxx Within Click & Pledge's Payment as a Service App on the Salesforce platform, you may create an unlimited number of email templates using C&P Designer. You may use and customize available templates or create yo...

    Last Updated: Dec 19, 2017 01:51AM EST
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