Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: Report Batch Entry

    Version: 9.180415xxxx Introduction: In C&P Virtual Terminal tab, a user can do single or multiple transactions. While processing multiple transactions, the user can select either Batch upload or Report Batch upload in Processing Type ...

    Last Updated: Apr 17, 2018 09:55AM EDT
  • Donor Management with Salesforce: Single Transaction

    Version: 9.180415xxxx The virtual terminal is a complete PCI compliant [See certification] and certified payment processing system. Patrons' credit card and eChecks may be processed through the terminal within any Salesforce user's accoun...

    Last Updated: Jun 19, 2018 01:15PM EDT
  • Donor Management with Salesforce: Batch Processing

    Version: 9.180415xxxx You can process batch transactions using the Virtual Terminal. To complete a batch transaction, you will be prompted to import an Excel spreadsheet (.CSV format). In order to ensure processing, batch transactions are ...

    Last Updated: Apr 17, 2018 09:56AM EDT
  • Donor Management with Salesforce: Index Page for C&P Virtual Terminal Page

    Version: 9.180415xxxx Here you will find all the links which are related to C&P Virtual Terminal Page. Single Transaction: http://help.clickandpledge.com/customer/portal/articles/2443284 Batch Processing: http://help.clickandpledge.c...

    Last Updated: Apr 17, 2018 09:57AM EDT
  • Donor Management with Salesforce: C&P Temporary Contacts

    Version: 9.180415xxxx If a Contact is not matched to an existing Contact, then a C&P Temporary Contact will be created. This is true if you have “C&P Settings > Contact Matching” set to either Semi Automatic Contact Creation or ...

    Last Updated: Jul 13, 2018 10:34AM EDT
  • Donor Management with Salesforce: Integration with Bit.ly

    Version: 9.180415xxxx Integration with Bit.ly Bit.ly Sign-up link: Click Here Please copy the second part of Application Link (Step: 6) from here: apex/cnp_paas__oauthverification Step-by-step Procedure:

    Last Updated: Jun 20, 2018 05:34AM EDT
  • Donor Management with Salesforce: Permission Sets

    Version: 9.180415xxxx Here is the list of PaaS permission sets and its description: PS-CnP-PaaS-All-Permissions: The user may perform all tasks associated with C&P PaaS objects, including by not limited to edit, clone, delete, and c...

    Last Updated: Jun 28, 2018 05:12AM EDT
  • Donor Management with Salesforce: Transaction Detailed Page

    Version: 9.180415xxxx All the successful transactions will be stored in the C&P Transactions. With the help of order number, we can find the transaction details of a particular transaction. The following actions may be performed on ...

    Last Updated: Jun 20, 2018 05:28AM EDT
  • Donor Management with Salesforce: Field Set

    Version: 9.180415xxxx A field set is a grouping of fields. Field sets can be displayed on Visualforce pages and added to manage packages. Organizations with field sets deployed can add, remove, or rearrange fields from the field set, witho...

    Last Updated: Jun 20, 2018 06:01AM EDT
  • Donor Management with Salesforce: C&P Settings - Twilio

    Version: 9.180415xxxx In this article, there is a detailed explanation on three parameters which are interlinked. They are: Twilio Integration SMS Autoresponder and Sending SMS to a Contact 1) Twilio Integration Request ...

    Last Updated: Jun 19, 2018 12:50PM EDT
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