Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: Troubleshoot Problems Posting to Salesforce

    At times transaction data may not post to Salesforce due to connectivity problems. In most cases, the issue is due to a disabled connection user. This article will help you troubleshoot the problem and assist you in fixing the issue. This ...

    Last Updated: Jun 20, 2018 04:23AM EDT
  • Donor Management with Salesforce: C&P Settings - Countries and States

    Version: 9.180415xxxx Typically forms post the entire Country or State name. This feature allows you to select the ISO standard abbreviations for Countries and States. This helps with standardizing your mailing lists. To control how Countr...

    Last Updated: Jun 14, 2018 12:02PM EDT
  • Donor Management with Salesforce: C&P Settings - Swiper1

    Version: 9.180415xxxx Swiper1 is a mobile application developed by Click & Pledge for both Android & IOS mobile users. By activating Swiper1 in Salesforce it allows you to: 1. During the Swiper1 transaction process, you can see a ...

    Last Updated: Jun 14, 2018 03:15PM EDT
  • Donor Management with Salesforce: C&P Settings - Custom Mapping

    Version: 9.180415xxxx Custom mapping allows mapping to the Account, Contact, or Opportunity objects based on SKU & Custom Question. Map based on SKU Click on C&P Settings Click on Custom Mapping On the SKU tab...

    Last Updated: Jun 14, 2018 12:01PM EDT
  • Donor Management with Salesforce: C&P Settings - Virtual Terminal

    Version: 9.180415xxxx The Click & Pledge Payment as a Service Application on Salesforce includes a Virtual Terminal for manually entering transactions. Within C&P Settings > Virtual Terminal you may enter in default information ...

    Last Updated: Jun 14, 2018 03:05PM EDT
  • Donor Management with Salesforce: C&P Settings - Opportunity

    Version: 9.180415xxxx Opportunity creation may be customized through various settings in the C&P Settings > Opportunity tab. The following step-by-step presentation provides detailed explanation of each option.

    Last Updated: Jun 14, 2018 03:03PM EDT
  • Donor Management with Salesforce: C&P Settings - Contacts & Account

    Version: 9.180415xxxx Within C&P Settings > Contact & Account, you can manage how your Click & Pledge Payment as a Service Application works within Salesforce. Within this tab you can manage: How transactions are p...

    Last Updated: Jun 14, 2018 03:01PM EDT
  • Donor Management with Salesforce: C&P Settings - Email Autoresponder

    Version: 9.180415xxxx Using Autoresponder and C&P Designer, an organization may create an unlimited number of emails and send them based on the conditions set in C&P Settings. With C&P Designer, you may create emails with exis...

    Last Updated: Jun 25, 2018 03:12PM EDT
  • Donor Management with Salesforce: Salesforce Integration Overview

    Your Click & Pledge account can be connected to Salesforce using the Click & Pledge Donor Management App from the AppExchange, so you can keep track of your donors and manage those relationships within Salesforce CRM. Integratio...

    Last Updated: Jun 20, 2018 04:24AM EDT
  • Donor Management with Salesforce: Designer

    Version: 9.180415xxxx Within Click & Pledge's Payment as a Service App on the Salesforce platform, you may create an unlimited number of email templates using C&P Designer. You may use and customize available templates or create yo...

    Last Updated: Apr 17, 2018 09:36AM EDT
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