Customizing Click&Pledge in Salesforce: You've got the jet, now learn to fly!

Uploaded on Jan 23, 2016 / 355 views / 1311 impressions / 0 comments

ClickandPledge

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Description

Take off with your Salesforce Certified flight instructor, Amanda Byrne from Carolina Tiger Rescue, to learn the ins-and-outs of setting up custom automations with Click&Pledge.

Customize your donation forms, populate custom fields, define your autoresponder by your donor’s input, set up Auction for Salesforce payment processing.

Then start acrobatic dives into C&P Events- what are SKUs and why do I need them?, best practice for recurring Events, creating discounts for your Membership program, and where can I find the "that" new feature?

Tags

  • nonprofit
  • Salesforce
  • SKU
  • Click and Pledge
  • Event
  • Auctions for Salesforce
  • Amanda Byrne