Pledge + Salesforce
Create Salesforce records for each new donation in Pledge
Maintain up-to-date Salesforce records each time a new donation comes in through Pledge with this seamless workflow. This process helps keep your donor management organized by creating a new record in Salesforce every time a contribution is made in Pledge. It alleviates the burden of manual data entry and ensures all details are consistently recorded across both platforms.
Maintain up-to-date Salesforce records each time a new donation comes in through Pledge with this seamless workflow. This process helps keep your donor management organized by creating a new record in Salesforce every time a contribution is made in Pledge. It alleviates the burden of manual data entry and ensures all details are consistently recorded across both platforms.
- When this happens...New Donation
Triggers when a new donation is made.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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