Knowledge Base

Donor Management (Salesforce App)

  • Donor Management for Salesforce: Salesforce Maintenance - Self Healing of Errors

    Version: 9.180415xxxx The "Self Healing" option provides an easy way to fix errors that may occur while creating a transaction. Self Healing: The following are some of the reasons that errors may occur while the transaction data is be...

    Last Updated: Apr 17, 2018 09:30AM EDT
  • Donor Management for Salesforce: Repost Transaction to Salesforce

    Transactions may be posted to Salesforce through the Connect administrative portal. IMPORTANT NOTE: The post-back history is provided for review. Make sure the transaction is not currently present in Salesforce. Posting a duplicate transac...

    Last Updated: Mar 27, 2018 12:20PM EDT
  • Donor Management for Salesforce: Patron Value Rank

    Patron Value Rank provides you a quick tool to completely understanding your donor’s personal, fundraising and network contributions. Donor Management Release 8.3+ required. Patron Value Rank will Identify which donors are the mos...

    Last Updated: Sep 17, 2015 08:10AM EDT
  • Donor Management for Salesforce: SMTP

    Version: 9.180415xxxx The Donor Management application in Salesforce offers several methods through which an email may be sent for event tickets and auto-responders. In general Salesforce offers its own SMTP (Simple Mail Transfer Protoc...

    Last Updated: Apr 17, 2018 09:38AM EDT
  • Donor Management for Salesforce: How to Upgrade Click & Pledge's Salesforce Applications

    The following applies to the Donor Management Application Version 8+. If the following screen is not part of the C&P Settings tab please upgrade using the normal upgrade procedure through the appExchange. Upgrading Click & P...

    Last Updated: Sep 17, 2015 08:08AM EDT
  • Donor Management for Salesforce: Invoicing

    Version: 9.180415xxxx The invoicing feature is available using the Payment as a Service application version 8.0 on Salesforce, also known as Donor Management. Invoicing provides a complete solution for organizations to issue, email, and ac...

    Last Updated: Apr 17, 2018 09:39AM EDT
  • Donor Management for Salesforce: About C&P Apps

    Version: 9.180415xxxx In Click & Pledge, we are basically using three applications. They are: 1.Click & Pledge PaaS Class Library 2.Click & Pledge Payment as a Service & 3.Click & Pledge Events This is also the orde...

    Last Updated: Apr 17, 2018 09:39AM EDT
  • Donor Management for Salesforce: Pledge Management / Payment

    Version: 9.180415xxxx Patrons may pledge to pay a fixed amount over a preset or open period. Pledges may be paid in person (cash, paper check) or via website through a web form and need to be accounted for in “real-time”. The Pledge featur...

    Last Updated: Apr 17, 2018 09:40AM EDT
  • Donor Management for Salesforce: User Permissions for Virtual Terminal Only

    Use the following path to setup permissions for your User: Setup > Administration Setup > Profiles > Edit (for the appropriate User profile) Refer to following image: Step 1: Under Custom App Settings, find ‘Click & P...

    Last Updated: Sep 17, 2015 07:57AM EDT
  • Donor Management for Salesforce: Opportunity Manual Settlement

    Opportunities may be created and settled manually using the Virtual Terminal without creating duplicate opportunities. Manual Settlement of opportunities requires initial setup of Stages that are qualified for inclusion in the manual settle...

    Last Updated: Sep 17, 2015 07:55AM EDT
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