Capture donations from Pledge It for Charities, find or create donor records in Salesforce, and create opportunities
Capture donations from Pledge It for Charities, find or create donor records in Salesforce, and create opportunities
Capture donor information from Pledge It for Charities when a new transaction occurs, then find or create a record in Salesforce to track donations and create follow-up opportunities, ensuring effective donor engagement.
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Overview
Capture donor information from Pledge It for Charities when a new transaction occurs, then find or create a record in Salesforce to track donations and create follow-up opportunities, ensuring effective donor engagement.