Donor Management (Salesforce App)
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 both of these apps simu...
Donor Management for Salesforce: Processing the Temporary Account when Double the Donation Transaction is posted
Version:9.180415xxxx 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 Opportu...