Good afternoon.
I work in higher education fundraising and we use Salesforce to manage our donor database and support donation processing. The university wishes to integrate a KYC/due diligence tool directly into our CRM that would allow us to run risk reports on small donations under €20,000 (anything larger than that is handled separately).
We're looking for an app that would run a simple news and internet search to confirm that the donor (either an individual or an organization) has not been involved in illegal activity or any activity that would harm the reputation of the university.
Is anyone currently using an app (via Salesforce AppExchange) that they can recommend?
I welcome suggestions!
Many thanks,
Sandra
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