Collect payments with controlled data intake.
Payment workflows should keep data clean, easy to follow, and tied to the right Salesforce records. When payments are captured through controlled intake, teams can reduce reconciliation work, preserve source info, and keep reporting consistent without adding extra risk.
Payment-ready
Keep payment context tied to the right record and campaign.
Donation tracking
Store gift or payment details with consistent source info fields.
Compliance
Maintain easy to follow handling and controlled access to sensitive data.
Payment intake priorities
Payment collection requires clear ownership, consistent data standards, and easy to review handling.
Source info clarity
Capture campaign and source context with each payment.
Data accuracy
Standardize fields to keep payment reporting consistent across programs.
Access control
Align payment data access to Salesforce permissions and roles.
Common payment workflows
These workflows benefit from consistent mapping and clear record ownership.
Donations and pledges
Keep donor context and campaign source info consistent for stewardship.
Program fees
Capture fee details tied to program records for accurate reporting.
Event payments
Align payment records with attendee data for follow-up and reporting.
Recommended guides
Salesforce Forms for Nonprofits
Salesforce Data Collection Best Practices
Native Salesforce Forms
Product that supports payment intake
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