Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: C&P Settings - Connections (Relationships and Soft Credits)

    Version: 9.180816xxxx​ 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: Aug 28, 2018 05:06AM EDT
  • Donor Management with Salesforce: C&P Settings - Notifications for Temporary Contact Creation

    Version: 9.180816xxxx When a transaction with a unique name and email is made, then that contact will store in the Temporary Contact. Under C&P Settings > Notifications, you can set the system up to send a notice or create a task wh...

    Last Updated: Aug 28, 2018 05:07AM EDT
  • Donor Management with Salesforce: Record Types

    With Click & Pledge’s Payment Processing System App on Salesforce you can use the ‘C&P Settings’ tab to dynamically assign Record Types to Contacts, Opportunities and Products. Record types help to categorize these objects by assign...

    Last Updated: Jun 20, 2018 05:22AM EDT
  • Donor Management with Salesforce: How To Export ClickandPledge Data to Salesforce

    The import functionality of the the Donor Management module offers an easy way to import transactions that are handled outside of the Click & Pledge and Salesforce environment to be imported into the Salesforce platform. By generating r...

    Last Updated: Jun 20, 2018 05:23AM EDT
  • Donor Management with Salesforce: Upgrading from NPSP 2 to NPSP 3- Deprecated Fields

    The NPSP 3.0 was a major upgrade to the NPSP 2.x package, one of the largest changes being the introduction of the Household Account Model. While the Click & Pledge application is fully compatible with NPSP 3.0, NPSP 3.0 has a number of...

    Last Updated: Jun 20, 2018 05:24AM EDT
  • Donor Management with Salesforce: Connections, Relationships and Soft Credits

    Version: 9.180816xxxx Connections offer a comprehensive method for assigning soft-credits to family members, co-workers, etc. for qualifying transactions. Transactions may be defined using SKU and for each type of SKU a different soft-c...

    Last Updated: Aug 28, 2018 05:06AM EDT
  • Donor Management with Salesforce: Double the Donation

    Version: 9.180816xxxx Click & Pledge and Double the Donation have worked together to bring a comprehensive implementation of employer matching gift program to Salesforce. Through this implementation, forms designed through Click &...

    Last Updated: Aug 28, 2018 05:08AM EDT
  • Donor Management with Salesforce: Campaign Lift

    Version: 9.180816xxxx The Lift Campaign uses a proprietary algorithm to adjust the Connect payment forms & widgets based on the patron's prior payment history. With optional integration with Predictive Response the entire process may ...

    Last Updated: Aug 28, 2018 05:08AM EDT
  • Donor Management with Salesforce: Issue Credit

    Version: 9.180816xxxx Credit card transactions may be credited/cancelled through Salesforce. All credits are settled at midnight but may take up to 5 days to appear on the patron's credit card statement depending on the issuing bank. Cre...

    Last Updated: Aug 28, 2018 05:09AM EDT
  • Donor Management with Salesforce: Process Similar Transaction

    Version: 9.180816xxxx A transaction may be duplicated with all items included as a new transaction. The feature may be used when partial payment need to be issued. Since only complete refunds may be made, the transaction may be refunded i...

    Last Updated: Aug 28, 2018 05:10AM EDT
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