Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: C&P Settings - Maintenance (Self Healing of Errors)

    Version: 9.190218xxxx The "Self Healing" option provides an easy way to fix errors that may occur while creating a transaction. Self Healing: The following are some of the reasons that errors may occur while the transaction data is be...

    Last Updated: Feb 13, 2019 08:45AM EST
  • 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 Value Rank

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

    Last Updated: Jun 20, 2018 04:26AM EDT
  • Donor Management with Salesforce: C&P Settings - SMTP

    Version: 9.190218xxxx 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: Feb 13, 2019 08:44AM EST
  • 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: 9.190218xxxx 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: Feb 13, 2019 08:49AM EST
  • Donor Management with Salesforce: C&P Settings - About C&P Apps

    Version: 9.190218xxxx 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: Feb 13, 2019 08:44AM EST
  • Donor Management with Salesforce: Pledge Management / Payment

    Version: 9.190218xxxx 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: Feb 13, 2019 08:50AM EST
  • 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
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