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  • Business Donations

    Hi There,

    Could you please help us with how we can set up our payment forms to accept business donations and also map the donation to the organization/Account in Salesforce?

    Currently every donation is being attributed to a household in salesforce.

    Best,
    Teddy

  • #2
    Good day @shake

    Please note that in the presence of NPSP, C&P is not creating the Accounts. Contact & Organization is creating the Account record. However, if you please grant us login access to your Salesforce instance and share an example order number so that we can review it.

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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