Pledge + Salesforce
Create Salesforce records (UTC) for new Pledge donations
This template will automatically create a record in Salesforce whenever a donation has been made to your organization through Pledge. You may specify which type of object is created, along with the fields that populate the record.
This template will automatically create a record in Salesforce whenever a donation has been made to your organization through Pledge. You may specify which type of object is created, along with the fields that populate the record.
- When this happens...New Donation
Triggers when a new donation is made.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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About Pledge
Pledge is an award-winning fundraising platform that makes it easy for businesses, nonprofits and individuals to make a positive impact in their communities.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
