Documentation

Everything you need to install Pledgivo, take your first gift, and run fundraising from inside your Salesforce org.

• Install and connect

  Install the package, give your team access, and connect Stripe.

  Installation · After you install · Connecting Stripe

• Launch your first campaign

  Create a campaign, publish its donation page, and take a test gift.

  Set up your first campaign

• Run it day to day

  The Fundraisers and Donors consoles, refunds, monthly giving and the logs.

  Fundraisers console · Donors console · Monitor and diagnose

• Understand how it works

  Where each record lands and why nothing leaves your org.

  How Pledgivo works · Security and code quality

Prefer to watch? Every guide has a film in the video library.