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  • Additional Bank Account

    My client is currently using Click & Pledge on a 1:1 basis - One Salesforce platform connected to One bank account. But is it possible to add an additional bank account to this mix. Dollars go into a different bank account, but all data continues to go to the same existing Salesforce platform.

    Please let me know how we can accomplish this. Thank you!

  • #2
    Good day jaskelson

    You may apply for any number of Click & Pledge accounts and as a partner your clients all follow the same structure. All that needs to be done is to apply for a new account through your partner link and mention that you already have an account. We will process the application accordingly.

    Multiple C&P accounts may post to the same Salesforce account using the connection sharing.

    Hope that answers your question.
    Regards,
    Click & Pledge Support Department

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