I need some training on integrating Click & Pledge with Salesforce. We have downloaded the C&P Payment-as-a-service into the SF. There are many tabs and I want to understand what each is used for. Is there an instruction manual for this?
Also, do you set up custom receipts/thank you letters and automated receipt #'s in the C&P or the SF?
@Fundraising@Nonprofit Get Started Hub@Nonprofit Success Pack@Salesforce.org System Administrators7 个回答
Thanks for reviewing. We'd rather use the domain name tsfat.force. Again, that's TSFAT. Can you set it up using that name instead of nachalnovea? Thanks.
