Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: Repost Transaction to Salesforce

    Transactions may be posted to Salesforce through the Connect administrative portal. IMPORTANT NOTE: The post-back history is provided for review. Make sure the transaction is not currently present in Salesforce. Posting a duplicate transac...

    Last Updated: Jun 20, 2018 04:25AM EDT
  • Donor Management with Salesforce: Patron Rank

    Patron Rank provides you a quick tool to completely understanding your donor’s personal, fundraising and network contributions. Donor Management Release 8.3+ required. Patron Rank will Identify which donors are the most valuable to yo...

    Last Updated: Jul 18, 2019 10:50AM EDT
  • Donor Management with Salesforce: C&P Settings - SMTP

    Version: 9.190720xxxx The Donor Management application in Salesforce offers several methods through which an email may be sent for event tickets and auto-responders. In general Salesforce offers its own SMTP (Simple Mail Transfer Protoc...

    Last Updated: Jul 09, 2019 09:10AM EDT
  • Donor Management with Salesforce: How to Upgrade Click & Pledge's Salesforce Applications

    Upgrading Click & Pledge's Salesforce applications is easy and may be done by clicking on the C&P Settings > About C&P Apps. It is highly recommended to check upgrade's release note prior to any upgrade. To upgrade the apps,...

    Last Updated: Jun 20, 2018 04:26AM EDT
  • Donor Management with Salesforce: Invoicing

    Version: 9.190720xxxx The invoicing feature is available using the Payment as a Service application version 8.0 on Salesforce, also known as Donor Management. Invoicing provides a complete solution for organizations to issue, email, and ac...

    Last Updated: Jul 09, 2019 09:10AM EDT
  • Donor Management with Salesforce: C&P Settings - About C&P Apps

    Version: 9.190720xxxx In Click & Pledge, we are basically using three applications. They are: 1. Click & Pledge PaaS Class Library 2. Click & Pledge Payment as a Service/Donor Management 3. Click & Pledge Events This is...

    Last Updated: Jul 09, 2019 09:10AM EDT
  • Donor Management with Salesforce: Pledge Management / Payment

    Version: 9.190720xxxx Patrons may pledge to pay a fixed amount over a preset or open period. Pledges may be paid in person (cash, paper check) or via website through a web form and need to be accounted for in “real-time”. The Pledge featur...

    Last Updated: Jul 09, 2019 09:11AM EDT
  • Donor Management with Salesforce: User Permissions for Virtual Terminal Only

    Use the following path to setup permissions for your User: Setup > Administration Setup > Profiles > Edit (for the appropriate User profile) Refer to following image: Step 1: Under Custom App Settings, find ‘Click & Pled...

    Last Updated: Jun 20, 2018 05:18AM EDT
  • Donor Management with Salesforce: Opportunity Manual Settlement

    Opportunities may be created and settled manually using the Virtual Terminal without creating duplicate opportunities. Manual Settlement of opportunities requires initial setup of Stages that are qualified for inclusion in the manual settle...

    Last Updated: Jun 20, 2018 05:22AM EDT
  • Donor Management with Salesforce: C&P Settings - Connections (Relationships and Soft Credits)

    Version: 9.190720xxxx​ Since release 7.4; you can create relationships, apply relationships to Contacts, and set up automated soft credits. These two features are the part of Connections. Relationships. With relationships, you can define ...

    Last Updated: Jul 09, 2019 09:11AM EDT
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