Knowledge Base

Donor Management (Salesforce App)

  • Auctions for Salesforce and Click & Pledge

    Auctions for Salesforce CRM offers tools for managing information and tasks related to running fundraiser auctions. With the release of version 3.0 they have added credit card pre-authorization and processing using Click & Pledge. This ...

    Last Updated: Jan 17, 2018 07:54AM EST
  • Donor Management with Salesforce: Report Batch Entry

    Version: 9.171213xxxx Introduction: In C&P Virtual Terminal tab, a user can do single or multiple transactions. While processing multiple transactions, the user can select either Batch upload or Report Batch upload in Processing Type ...

    Last Updated: Dec 19, 2017 04:40AM EST
  • Donor Management with Salesforce: Single Transaction

    Version: 9.171213xxxx The virtual terminal is a complete PCI compliant [See certification] and certified payment processing system. Patrons' credit card and eChecks may be processed through the terminal within any Salesforce user's accoun...

    Last Updated: Dec 19, 2017 04:40AM EST
  • Donor Management with Salesforce: Batch Processing

    Version: 9.171213xxxx You can process batch transactions using the Virtual Terminal. To complete a batch transaction, you will be prompted to import an Excel spreadsheet (.CSV format). In order to ensure processing, batch transactions are ...

    Last Updated: Dec 19, 2017 04:41AM EST
  • Donor Management with Salesforce: Index Page for C&P Virtual Terminal Page

    Version: 9.171213xxxx Here you will find all the links which are related to C&P Virtual Terminal Page. Single Transaction: http://help.clickandpledge.com/customer/portal/articles/2443284 Batch Processing: http://help.clickandpledge.c...

    Last Updated: Dec 19, 2017 04:41AM EST
  • Donor Management for Salesforce: C&P Temporary Contacts

    Version: 9.171213xxxx If a Contact is not matched to an existing Contact, then a C&P Temporary Contact will be created. This is true if you have “C&P Settings > Contact Matching” set to either Semi Automatic Contact Creation or ...

    Last Updated: Jan 09, 2018 04:16AM EST
  • Donor Management for Salesforce: Integration with Bit.ly

    Version: 9.171213xxxx Integration with Bit.ly Please copy the second part of Application Link (Step: 6) from here: cnp_paas__oauthverification Step-by-step Procedure:

    Last Updated: Dec 19, 2017 04:42AM EST
  • Donor Management for Salesforce: Permission Sets

    Version: 9.171213xxxx Here is the list of PaaS permission sets and its description: PS-CnP-PaaS-All-Permissions: The user may perform all tasks associated with C&P PaaS objects, including by not limited to edit, clone, delete, and c...

    Last Updated: Dec 19, 2017 04:43AM EST
  • Donor Management for Salesforce: Transaction Detailed Page

    Version: 9.171213xxxx All the successful transactions will be stored in the C&P Transactions. With the help of order number, we can find the transaction details of a particular transaction. The following actions may be performed on ...

    Last Updated: Dec 19, 2017 04:43AM EST
  • Donor Management for Salesforce: Field Set

    Version: 9.171213xxxx A field set is a grouping of fields. Field sets can be displayed on Visualforce pages and added to manage packages. Organizations with field sets deployed can add, remove, or rearrange fields from the field set, witho...

    Last Updated: Dec 19, 2017 04:44AM EST
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