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Enhanced Recurring Donations Maintenance
by Aurora Cyberware, Inc.SalesforcePaid
Maintains Salesforce recurring donation records when donation terms change.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
When a recurring donation’s amount, frequency, or another core attribute changes, the app uses a Terminate After date to remove associated Donation records with later Close Dates, except those marked Posted or Withdrawn. A new Recurring Donation can then be created with revised terms, and Salesforce creates its associated Donation records. The vendor states that the app is for nonprofit organizations.
Key capabilities
from the Salesforce AppExchange listingTerminate date processing
Uses a Terminate After date to remove associated Donation records with later Close Dates when a recurring donation changes.
Status-based exclusions
Leaves associated Donation records in Posted or Withdrawn status in place.
Recurring donation recreation
Supports creating a new Recurring Donation with revised terms and its associated Donation records.
Who it's for
Nonprofit organizations.
In the catalog
464 plugins in Salesforce Platform · Finance
Price distribution: 274 free, 25 freemium, 165 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«When the amount, frequency, or other core attribute of a Recurring Donation changes, enter a Terminate After date and click Save. The app will automatically remove associated Donation records with Close Dates later than the Terminate After date, provided they are not in Posted or Withdrawn status. Then create a new …»
Official marketplace listing
Marketplace
Publisher
Aurora Cyberware, Inc.
Updated on marketplace
Facts verified