Salesforce native
Get a comprehensive, 360-degree view of your supporters. All within the powerful Salesforce platform.
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Why Salesforce Native Matters
A Secure & Trusted Platform
Leverage the trusted Force.com platform, offering high availability, robust security, regular upgrades, and seamless scalability for your organisation.
Leverage Existing Salesforce Expertise
Your team can use their existing knowledge of Salesforce without needing to learn new tools, ensuring quick adoption and streamlined processes.
One Single Source Of Truth
Avoid the complexity and costs of third-party systems. Enjoy a fully integrated platform that covers all your fundraising needs in one convenient place.
Create Detailed Donor Profiles
Holistic Donor Insights Build a complete picture of your donors. Contact details, giving history, and personal interactions—all in one place for quick, easy access.
Comprehensive Relationship Timeline Visualise every touchpoint with donors through a detailed timeline that highlights key interactions, donations, and engagements.
Donor segmentation Effortlessly filter records by campaign, contact details, giving history, frequency, and more. With an intuitive drag-and-drop feature, you can create custom segments based on your unique criteria.
Keep Tabs on all Your Donations
Bring offline donations online Gain a complete view of donor activity by managing both online and offline donations in one central platform, ensuring streamlined tracking, better insights, and enhanced donor engagement.
Build your own reports & dashboards Access pre-built, customisable reports and dashboards, or easily create your own. User-friendly and fully configurable, ensure your organisation has the data it needs to make informed decisions.
Extend with Workflows, Process Builder, and Flows Automate and optimise your operations by easily extending Payments2Us with Workflows, Process Builder, and Flows, ensuring Payments2us is best suited to the unique needs of your organisation.
Nonprofit Cloud Integration
Optimise Key Fundraising Objectives Payments2Us enhances Salesforce Nonprofit Cloud by streamlining crucial tasks like Gift Transactions and Gift Commitments, making it easier to manage and track donations efficiently.
Maximise Campaign Impact Gain deeper insights into donor engagement and maximise your outreach efforts with advanced source code tracking and reporting, powered by Payments2Us.
Extend Nonprofit Cloud Capabilities Go beyond the basics with Payments2Us, integrating seamlessly to provide powerful tools that elevate your fundraising strategy and help achieve your mission faster.
Tried & trusted by leading Nonprofits
Payments2Us has helped charities and organisations raise over $3 billion, cementing our position as the leading fundraising app on Salesforce.
“We can now produce reports and dashboards, which provides valuable insights into our programs.”
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Revolutionizing Salesforce fundraising
Discover how innovative organisations use Payments2us to power their mission.
Frequently asked questions
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What does it mean that Payments2Us is Salesforce native?
Payments2Us being Salesforce native means that it operates entirely within the Salesforce platform. It leverages Salesforce’s security, scalability, and flexibility, ensuring seamless integration with your existing Salesforce environment without the need for external systems or connectors.
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How does Payments2Us enhance Salesforce's existing capabilities?
Payments2Us extends Salesforce's capabilities by providing comprehensive donation processing, donor management, and fundraising tools. This includes automating payment collections, managing recurring donations, and integrating seamlessly with Salesforce objects like Contacts, Opportunities, and Campaigns
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Is Payments2Us compatible with Salesforce Nonprofit Cloud?
Yes, Payments2Us is fully compatible with Salesforce Nonprofit Cloud. It’s designed to complement and enhance the functionalities provided by Nonprofit Cloud, such as donation management, gift transactions, and recurring gifts.
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Can I use Payments2Us with Salesforce Flow?
Absolutely! Payments2Us integrates smoothly with Salesforce Flow, allowing you to automate complex business processes, such as triggering payment requests, updating donor records, or sending confirmation emails, all within the Salesforce ecosystem.
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How does Payments2Us handle payment security within Salesforce?
Payments2Us adheres to the highest security standards, including PCI DSS compliance, ensuring that all payment data is securely processed and stored within Salesforce. By being Salesforce native, it also leverages Salesforce's own robust security infrastructure.
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Does Payments2Us support custom Salesforce objects and fields?
Yes, Payments2Us can be fully customised to work with your organisation’s unique Salesforce setup. You can map payments to custom objects and fields, ensuring that the system fits your specific needs without altering your existing workflows.