Can donations be linked to Opportunities in SalesForce?

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    JULIE Webster
    Asked on November 26, 2020 at 08:15 AM

    If taking donations through the form, can it be linked to Opportunities or a Custom Object in Salesforce? If not, where does payment info go? eg one contact could make numerous donations.

    My client is a non profit organisation working in training underprivileged youth - do you offer 50% off your special offer? - cheeky question :-)

    Many thanks

    Julie



    This is a re-post of a comment on How to Setup Salesforce Integration

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    Jessica_H
    Answered on November 26, 2020 at 09:31 AM

    Hi Julie,

    May we ask which Payment Processor will you plan to be used to collect donations?

    You may, however, link to a Custom Object in Salesforce. You may collect the user's name, email, phone, etc, and have it connect correspondingly to the field. You may also collect the amount of donation through Text field in Salesforce. The following image used Paypal as Payment Processor.

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    My client is a non profit organisation working in training underprivileged youth - do you offer 50% off your special offer?

    Yes, we do. You may apply a non-profit discount through the following page: https://www.jotform.com/nonprofit/pricing/

    Let us know if you have other questions.