Knowledge Base

Donor Management (Salesforce App)

  • Donor Management for Salesforce: Connections (Relationships and Soft Credits)

    Version: 9.171213xxxx​ With Click & Pledge Payment as a Service App on Salesforce release 7.4; you can create relationships, apply relationships to Contacts, and set up automated soft credits. These two features are the part of Connect...

    Last Updated: Dec 19, 2017 01:58AM EST
  • Donor Management for Salesforce: Notification for Temporary Contact Creation

    Version: 9.171213xxxx When a transaction with a unique name and email is made, then that contact will store in the Temporary Contact. Under C&P Settings > Notifications, you can set the system up to send a notice or create a task wh...

    Last Updated: Dec 19, 2017 03:54AM EST
  • Donor Management for Salesforce: Record Types

    With Click & Pledge’s Payment Processing System App on Salesforce you can use the ‘C&P Settings’ tab to dynamically assign Record Types to Contacts, Opportunities and Products. Record types help to categorize these objects by assign...

    Last Updated: Sep 17, 2015 07:51AM EDT
  • Donor Management for Salesforce: How To Export ClickandPledge Data to Salesforce

    The import functionality of the the Donor Management module offers an easy way to import transactions that are handled outside of the Click & Pledge and Salesforce environment to be imported into the Salesforce platform. By generating r...

    Last Updated: Sep 17, 2015 07:49AM EDT
  • Donor Management for Salesforce: Upgrading from NPSP 2 to NPSP 3- Deprecated Fields

    The NPSP 3.0 was a major upgrade to the NPSP 2.x package, one of the largest changes being the introduction of the Household Account Model. While the Click & Pledge application is fully compatible with NPSP 3.0, NPSP 3.0 has a number of...

    Last Updated: Sep 11, 2017 12:21PM EDT
  • Donor Management for Salesforce: Connections, Relationships and Soft Credits

    Version: 9.171213xxxx Connections offer a comprehensive method for assigning soft-credits to family members, co-workers, etc. for qualifying transactions. Transactions may be defined using SKU and for each type of SKU a different soft-cred...

    Last Updated: Dec 19, 2017 03:54AM EST
  • Donor Management for Salesforce: Double the Donation

    Version: 9.171213xxxx Click & Pledge and Double the Donation have worked together to bring a comprehensive implementation of employer matching gift program to Salesforce. Through this implementation, forms designed through Click &...

    Last Updated: Dec 19, 2017 03:55AM EST
  • Donor Management for Salesforce: Campaign Lift

    Version: 9.171213xxxx The Lift Campaign uses a proprietary algorithm to adjust the Connect payment forms & widgets based on the patron's prior payment history. With optional integration with Predictive Response the entire process may ...

    Last Updated: Dec 19, 2017 03:56AM EST
  • Donor Management for Salesforce: Issue Credit

    Version: 9.171213xxxx Credit card transactions may be credited/cancelled through Salesforce. All credits are settled at midnight but may take up to 5 days to appear on the patron's credit card statement depending on the issuing bank. Cre...

    Last Updated: Dec 19, 2017 03:56AM EST
  • Donor Management for Salesforce: Process Similar Transaction

    Version: 9.171213xxxx A transaction may be duplicated with all items included as a new transaction. The feature may be used when partial payment need to be issued. Since only complete refunds may be made, the transaction may be refunded i...

    Last Updated: Dec 19, 2017 03:57AM EST
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