Fundraising Automation

Salesforce

• Salesforce Integration - Release Notes
• Onboarding Salesforce with RaiseNow Managed Package
• Test vs Production and Sandbox Selector in Setup
• One-Off Donations in Salesforce
• Subscriptions / Recurring donations in Salesforce
• Pledge-Type transactions within Salesforce

See all 9 articles

CRM Connector

• Guide for the RaiseNow Customer Store
• Set the transfer of a Transaction on hold
• Monitoring: Transferred transaction into the CRM