Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: Batch Processing

    Version: 9.180816xxxx 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: Aug 28, 2018 05:17AM EDT
  • Donor Management with Salesforce: Index Page for C&P Virtual Terminal Page

    Version: 9.180816xxxx 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: Aug 28, 2018 05:17AM EDT
  • Donor Management with Salesforce: C&P Temporary Contacts

    Version: 9.180816xxxx 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: Aug 28, 2018 05:18AM EDT
  • Donor Management with Salesforce: Integration with Bit.ly

    Version: 9.180816xxxx Integration with Bit.ly Bit.ly Sign-up link: Click Here Please copy the second part of Application Link (Step: 6) from here: apex/cnp_paas__oauthverification Step-by-step Procedure:

    Last Updated: Aug 28, 2018 05:18AM EDT
  • Donor Management with Salesforce: Permission Sets

    Version: 9.180816xxxx 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: Aug 28, 2018 05:19AM EDT
  • Donor Management with Salesforce: Transaction Detailed Page

    Version: 9.180816xxxx 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: Aug 28, 2018 04:07AM EDT
  • Donor Management with Salesforce: Field Set

    Version: 9.180816xxxx 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: Aug 28, 2018 05:19AM EDT
  • Donor Management with Salesforce: C&P Settings - Twilio

    Version: 9.180816xxxx In this article, there is a detailed explanation on three parameters which are interlinked. They are: Twilio Integration SMS Autoresponder and Sending SMS to a Contact 1) Twilio Integration Request ...

    Last Updated: Aug 28, 2018 05:20AM EDT
  • Donor Management with Salesforce: Donor Management and NPSP

    Version: 9.180816xxxx Many nonprofits who use Salesforce opt to use both Click & Pledge’s Donor Management App (aka PaaS - Payment as a Service) and the Nonprofit Success Pack (NPSP) to manage their fundraising activities. You may use ...

    Last Updated: Aug 28, 2018 05:22AM EDT
  • Donor Management with Salesforce: Processing the Temporary Account when Double the Donation Transaction is posted

    Version:9.180816xxxx Prerequisite: Step i: Double the Donation should be integrated to Click & Pledge. How to integrate Double the Donation to Click & Pledge account:click here Step ii: Enable Account Matching Gift in ...

    Last Updated: Oct 08, 2018 08:51AM EDT
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