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Getting Started

Installation#

Pledgivo installs like any AppExchange managed package — a single package with no separate dependency to install first. It has one permission set to assign and one guest-user step for public donation pages.

Before you install#

Requirement Notes
Subscription Nothing to decide before you install. The free plan runs the complete package on your own org for up to 200 donations a year and does not expire; past that it is a flat $299 a month. Pricing is per Salesforce org — never a percentage of what you raise. See Pricing.
Edition Enterprise, Unlimited, Performance, or Developer. Professional edition is supported for internal use only — Experience Cloud (required for public donation pages) is not available on Professional.
Experience Cloud Required if you intend to accept donations from the public. Internal-only use (recording gifts staff take over the phone, for example) does not require it. See Set up your Experience Cloud site — creating the site and its pages is a manual step this package doesn't automate.
Stripe account You'll need one to accept payments — it can be connected after install (see Connecting Stripe).

No separate FFLib install

Pledgivo's Apex layer is built on the FFLib Apex Enterprise Patterns library, but it's vendored directly inside the package — there's nothing to install separately or manage as a dependency. Installing Pledgivo is all you need.

Package type: 2GP managed Namespace: pledgivo_test (pre-release builds) API version: 67.0

Which namespace prefix your org will show

Pre-release builds are packaged under pledgivo_test, so every packaged API name in your org reads pledgivo_test__Donation__c and the Settings tab is pledgivo_test__Settings. The general-availability release moves to pledgivo. Wherever this documentation writes pledgivo__, substitute whichever prefix your installed version actually carries — check any packaged field in Setup → Object Manager if you are unsure.

Install steps#

Salesforce sends you to the checklist automatically

When the install finishes, Salesforce redirects you to After you install — the written version of the same seven steps, with the two that can only be done in Salesforce Setup spelled out. The in-app Settings → Get Started panel checks each of them against your org live.

  1. Install Pledgivo from its AppExchange listing (or a package version link, for a sandbox/pilot install). Choose "Install for Admins Only" so you control the permission set rollout in the next step. Salesforce will ask you to approve third-party access — the list is Stripe's five payment domains and nothing else. See Third-party content for what each one does and for the optional hosts (video, stock photos) you can add later if you want them.
  2. Assign the Fundraising_Admin permission set to the user who will complete setup. This grants full CRUD on every Pledgivo object plus access to the Settings console — nothing in setup is reachable without it.
  3. Open the Pledgivo app. App Launcher → Pledgivo. The app lands on Donation Monitor, the tab you will live in once gifts start arriving; the Settings tab at the far right (visible to Fundraising_Admin users only) is where the rest of setup happens.
  4. Work through Settings → Get Started. The console opens on it. Each of its seven steps is checked against your org rather than ticked by hand, and several fix themselves in one click. See After you install for the written walkthrough, and Setup assistant for a tour of the panels behind it.
  5. If you're publishing public donation pages, create your Experience Cloud site. Salesforce doesn't provision this for you on install — see Set up your Experience Cloud site for the full walkthrough: creating the site, building the Donate page and its supporting pages, and publishing.
  6. Grant the guest user permission set — and Campaign read on its profile. Assign Fundraising_GuestDonor to your Experience Cloud site's guest user — not its profile; permission sets attach to users. Reach that user through Experience Builder → the settings gear → General → the Guest User Profile link → View Users; it is not listed under Setup → Users, and Administration → Members does not reach it (the Experience Cloud guide spells the route out). Without this assignment, guest donors can view campaign pages but the donation form cannot submit. Then grant that guest user's profile Read on the standard Campaign object, which the permission set cannot do for you: a managed package is not allowed to ship standard object permissions, so this one grant is always yours to make. Without it every public campaign, donation and ticket page fails to load. The Settings console's Site & Domain panel checks both against your org — steps 4 and 5.

  7. Authorize the Stripe external credential — in a permission set you create. Salesforce won't let a managed permission set grant access to an external credential principal, so the package cannot ship this and neither packaged set can be edited to add it. Create your own permission set in your org, give it External Credential Principal Access to the Stripe credential's OrgPrincipal, and assign it to your fundraising users and your site's guest user. Until that's done, every Stripe callout fails with an authorization error even though the secret key is stored correctly. See Grant the Stripe credential.

  8. Create your first campaign. Setup is org-wide configuration; the things donors give to are made in the Fundraisers tab. See Set up your first campaign.

App Launcher search for Pledgivo

**What it shows.** The App Launcher with the Pledgivo app tile, and the app's navigation bar behind it. The bar runs left to right by how often you touch each tab: the two consoles you work in daily (Donation Monitor, Fundraisers), then the records a gift moves through (Campaigns, Opportunities, Recurring Donations, Contacts, Designations), then Guest Requests, and finally the two admin tabs (Diagnostic Logs, Settings).

No webhook to register

Some fundraising platforms require you to copy a webhook URL into a payment provider's dashboard as part of setup. Pledgivo has no inbound webhook at all — Salesforce confirms every payment by asking Stripe directly, so there's no public endpoint to secure or webhook secret to store. See Donations & payments for how that works.

What gets installed#

Component Purpose
Custom objects Recurring Donation, Designation, Payment Method, Payment Account, and others — see the data model reference
Fields on standard objects Opportunity, Campaign, Contact, and Account each gain Pledgivo-specific fields (payment status, campaign design, donor totals)
The Pledgivo Lightning app The one branded component in the package — everything else uses functional naming
Four permission sets Fundraising_Admin, Fundraising_User, Fundraising_ReadOnly (staff, scoped by role); Fundraising_GuestDonor (site guest — donation pages)
…but not standard object access Salesforce does not allow a managed package to ship permissions on standard objects, so none of the four sets grants Campaign, Opportunity, Contact, Account or Product2 itself. Staff on a standard Salesforce profile already have that access; the site guest user does not, which is why step 6 above grants it by hand
Email templates Donation receipt, recurring confirmation, failed-payment alert, dunning
Reports & dashboards Campaign performance, donor retention, top donors, recurring donation health, and more

Editions and Experience Cloud#

Public-facing donation pages, the donor self-service portal, and event ticket pages are all built on Experience Cloud (Enhanced LWR). If your org is on Professional edition, or you haven't provisioned an Experience Cloud site yet, Pledgivo still installs and works for internally-recorded gifts — you just won't be able to publish a public donation page until a site exists. See Set up your Experience Cloud site once you're ready.

Next steps#