Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: Reconcile your bank deposits

    Version: 9.190519xxxx Applicable to TSYS Merchant Account Users Only This article will walk you how to generate a Salesforce report to compare with your bank statements. Navigation Download TransLink report of bank deposits Create ...

    Last Updated: May 22, 2019 02:40AM EDT
  • Donor Management with Salesforce: C&P Broadcaster

    Version: 9.190519xxxx This article includes the following topics: Procedure to find API key Procedure to find Client ID & Client Secret Procedure on how to use Mailchimp with C&P Broadcaster The main theme of integrating ...

    Last Updated: May 22, 2019 02:16AM EDT
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