Additional Bank Account

[CnP.Support]

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.

[jaskelson]

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!