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Get Started :: Version1.6

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The integration between Click & Pledge's Payment System and Salesforce allows you to have a World Class CRM with Click & Pledge's feature-rich applications to assist you with your data management and fundraising needs. TO easily get started using Click & Pledge's  Payment as a Service App on the Salesforce platform, follow these easy steps:

Step 1: Apply for a Click & Pledge account

If you already have an account, skip this step. If you do not already have a Click & Pledge account, apply for one here:
https://www.clickandpledge.com/Apply/

Step 2: Apply for a Salesforce account

If you already have a Salesforce account skip this step. For Nonprofit Organizations, you may apply for an account through the Salesforce Foundation. Through the Salesforce Foundation you may receive 10 FREE user licenses for Salesforce CRM. Find out more by going here:
http://www.salesforcefoundation.org/product
Nonprofits must first sign up for a trial version, you choose either the account enabled with the NonProfit Starter Pack or the Enterprise edition.

Then, once you have set up your trial account, you will need to apply for a permanent license from Salesforce: https://www.clickandpledge.com/Platforms/Salesforce/Get_Salesforce.asp#PermanentLicense

Step 3: Install the Click & Pledge Payment Class Library app

This app is available on the Salesforce App Exchange here:
http://appexchange.salesforce.com/listingDetail?listingId=a0N30000009vEKZEA2

Step 4: Install the Click & Pledge Free Payment Processing System or Payment as a Service (PaaS)

To locate the App, use this link:
https://sites.secure.force.com/appexchange/results?type=Apps&keywords=click and pledge

Step 5: Follow the PaaS Post Installation Instructions

http://manual.clickandpledge.com/Salesforce-PaaS-Post-Installation.html

Step 6: Integrate Click & Pledge and Salesforce.

http://manual.clickandpledge.com/Salesforce-PaaS-Activation.html

Step 7: Run a test transaction

By running a test transaction you will see your contact and transaction data automatically post into your Salesforce account. Here are instructions to run a test transaction:
http://forums.clickandpledge.com/content.php?r=248-Run-a-Test-Transaction


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