Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: C&P Settings - C&P Accounts

    Version: 9.181217xxxx Click & Pledge offers multiple integration options to help customers maximize their efficiency and fundraising potential with Salesforce. This article gives clear instructions on how to integrate Connect with Sale...

    Last Updated: Dec 13, 2018 02:46AM EST
  • Donor Management with Salesforce: Reconcile your bank deposits

    Version: 9.181217xxxx Applicable to TSYS Merchant Account Users Only This article will walk you how to generate a Salesforce report for reconciliation with your bank deposits. Navigation Download TransLink report of bank deposits C...

    Last Updated: Dec 13, 2018 02:45AM EST
  • Donor Management with Salesforce: C&P Broadcaster

    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 MailChimp into C&P ...

    Last Updated: Jan 16, 2019 08:00AM EST
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