Fundraising Automation

Salesforce

• Test vs Production and Sandbox Selector in Setup
• Onboarding Salesforce Integration
• One-Off Donations in Salesforce
• Subscriptions / Recurring donations in Salesforce
• Pledge-Type transactions within Salesforce
• One-Off donations by text message

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CRM Connector

• Set the transfer of a Transaction on hold
• Monitoring: Transferred transaction into the CRM