Knowledge Base

Donor Management with Salesforce

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

    Version: 9.190218xxxx 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: Feb 13, 2019 08:40AM EST
  • Donor Management with Salesforce: Reconcile your bank deposits

    Version: 9.190218xxxx 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: Mar 07, 2019 08:11AM EST
  • Donor Management with Salesforce: C&P Broadcaster

    Version: 9.190218xxxx 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: Feb 13, 2019 09:03AM EST
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