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Salesforce and Stripe Integration

Salesforce and Stripe Integration

Processing weekly payments can often become time-consuming, with organizations spending significant time just tracking payments post-invoice. Timely updates on payment processing have been a longstanding priority, particularly for companies needing flexible payment options to meet beneficiary needs. The integration of Stripe with Salesforce addresses these challenges, offering a streamlined, efficient solution. Salesforce and Stripe Integration. With a focus on faster processing, this integration enhances payment management, invoicing, and financial oversight. Here’s an overview of the benefits that Stripe and Salesforce integration brings to businesses. Key Benefits of Integrating Stripe with Salesforce Modern businesses demand efficient, seamless transactions. Here are some of the major advantages of combining Stripe and Salesforce: Why Businesses Should Consider Salesforce and Stripe Integration Having implemented this integration for various clients, we have seen how it supports efficient operations. Here are a few reasons why businesses should consider this approach: Simplify Payments with Salesforce and Stripe Integration The Stripe and Salesforce integration represents a transformative opportunity for businesses to improve operational efficiency and customer experience. Beyond a simple tool pairing, this integration paves the way for scalable, complex business operations. Successful integration, however, requires knowledgeable professionals who understand the nuances of customization to fit each organization’s unique needs. Reach out to experienced experts to optimize your integration and harness its full potential. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Experience Cloud

Nonprofit with Salesforce Experience Cloud

Transform Your Nonprofit with Salesforce Experience Cloud: A Digital Storefront for Engagement Think of Salesforce Experience Cloud as your Nonprofit’s digital storefront—always open, always inviting. This powerful Digital Experience Platform (DXP) enables you to create custom portals, communities, and hubs where donors, volunteers, and beneficiaries can seamlessly connect with your organization. Instead of juggling endless emails and spreadsheets, Experience Cloud centralizes interactions, making them self-service, intuitive, and engaging. With nonprofit-specific features, you can build customized, branded experiences without heavy development work. Here’s what makes Experience Cloud a game-changer: ✅ Drag-and-drop site builder for effortless customization✅ Prebuilt templates & Lightning components for quick deployment✅ Mobile Publisher for consistent branding across mobile apps✅ Built-in content management system (CMS)✅ Personalization tools like audience targeting & role-based access✅ Einstein AI-powered chatbots for instant responses✅ Gamification with badges & leaderboards✅ Google Analytics 4 integration for engagement insights✅ Advanced security with Lightning Locker & Clickjack protection …and much more. 🔍 Nonprofit Solutions You Can Build with Salesforce Experience Cloud 1️⃣ Program Applications & Intake Portals Managing program applications can be overwhelming without a structured system. Experience Cloud allows Nonprofits to create a self-service portal where applicants can submit forms, track status updates, and receive automated notifications—eliminating paper-based processes and endless email chains. With Dynamic Forms and Flow Builder, applications stay structured while automation accelerates approvals. Plus, since everything syncs to the Nonprofit Success Pack (NPSP), you’ll always have a real-time view of applicants and program impact. 2️⃣ Volunteer Portals Managing volunteers shouldn’t feel like a full-time job. With a Volunteer Portal, people can sign up, pick shifts, and track their hours—all without back-and-forth emails. Features like automated background checks and approval workflows ensure smooth operations. Meanwhile, Experience Cloud’s Chatter integration fosters engagement, helping you track who’s active, who’s disengaged, and who might need a little encouragement. 3️⃣ Community Partner Portals Nonprofits thrive on partnerships, and a Community Partner Portal keeps corporate sponsors, local businesses, and community groups connected. With this portal, partners can log in, access shared resources, submit funding applications, and track joint projects—all from one secure platform. Role-based access ensures that sensitive data stays protected while collaboration remains seamless. 4️⃣ Membership Portals If your nonprofit has a membership program, Experience Cloud helps you build a Member Portal where users can renew memberships, update information, and access exclusive content. Want to boost engagement? Introduce gamification with badges, leaderboards, and personalized event recommendations. Since everything is integrated with Salesforce CRM, you’ll gain real-time insights into member activity to keep engagement levels high. 5️⃣ Grant Management Portals Grant applications shouldn’t feel like a never-ending email thread. With Experience Cloud, you can create a Grant Management Portal where organizations apply for funding, track application progress, and submit reports—all in one place. Einstein AI can even prioritize applications based on predefined criteria, accelerating the review process. Grantors, in turn, can access real-time funding reports—enhancing transparency and trust. 6️⃣ E-Commerce & Donation Portals Looking to sell nonprofit merchandise or accept donations online? Experience Cloud seamlessly integrates with Salesforce Commerce Cloud, allowing you to build an e-commerce storefront for hassle-free transactions. Supporters can:💳 Make one-time or recurring donations🛍️ Purchase branded merchandise📜 Track donation history & receive personalized thank-you messages For secure transactions and easy donor tracking, you can integrate Stripe, PayPal, or other payment processors directly into your portal. 7️⃣ Voter Registration Portals If your nonprofit promotes civic engagement, Experience Cloud can power a Voter Registration Portal where users can check registration status, sign up to vote, and receive election reminders. With geolocation tools, voters can find polling places instantly, while Marketing Cloud integration allows you to send timely voter updates—ensuring higher participation in the democratic process. Implementing Salesforce Experience Cloud for Nonprofits Which Approach is Right for Your Nonprofit? Your ideal Experience Cloud implementation depends on your current CRM, budget, and long-term strategy. 1️⃣ Standalone Experience Cloud Implementation If your nonprofit already uses Salesforce CRM (but not NPSP), you can still implement Experience Cloud independently to create portals, volunteer hubs, and dashboards while maintaining your existing CRM as the system of record. Considerations:🔹 Custom Configuration – You’ll need to set up nonprofit-specific objects & automation.🔹 Permissions & Access – Well-structured security settings are crucial.🔹 CRM Integration – If using a non-Salesforce CRM, API integrations (e.g., MuleSoft, Zapier) will be required. This option is best for nonprofits that want external-facing engagement tools without fully shifting to the Salesforce Nonprofit ecosystem. 2️⃣ Experience Cloud + Nonprofit Cloud / NPSP For nonprofits already using Salesforce Nonprofit Cloud or NPSP, Experience Cloud becomes an extension of your engagement strategy. 🔹 Real-time donor, volunteer, and grant data sharing🔹 Prebuilt nonprofit features (fundraising, donor management, program tracking)🔹 Automation & AI-powered engagement 3️⃣ Experience Cloud + Third-Party Nonprofit CRMs Already using a third-party nonprofit CRM (like Raiser’s Edge NXT, Neon One, or DonorPerfect)? You can still leverage Experience Cloud, but strong integration is key. 🔹 Experience Cloud powers your donor, volunteer, or program portal🔹 API-based sync required for real-time data exchange🔹 Tools like MuleSoft or Zapier help bridge data gaps This approach is ideal for nonprofits wanting the flexibility of Experience Cloud without migrating their backend to Salesforce. Final Thought: Making Experience Cloud Work for Your Nonprofit No matter your approach, Salesforce Experience Cloud is a powerful tool to drive engagement and efficiency for nonprofits. However, successful implementation requires a well-thought-out strategy. Need expert guidance? A Salesforce implementation partner can help tailor Experience Cloud to fit your unique nonprofit needs, ensuring your digital storefront delivers maximum impact. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence

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Salesforce OEM AppExchange

Salesforce OEM AppExchange

Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. This move allows on-demand service providers in various industries to leverage Salesforce’s powerful platform. The OEM edition extends the Salesforce.com platform to third-party SaaS providers, enabling them to tap into its core features, such as the operating system, customization tools, Web Service APIs, workflow, and business logic, according to Kendall Collins, Salesforce’s Vice President of Product Marketing. For example, a real estate management software vendor could utilize Salesforce’s dashboard, customizing it to track real estate data like foreclosures instead of sales opportunities. AppExchange OEM Edition will be available for per user per month, with users managing the pricing and availability of their specific solutions. This expansion highlights the growing adoption of the on-demand model in industries beyond CRM. ISV (Independent Software Vendor) companies commonly sell licenses for their apps via the Salesforce AppExchange, which is one of the most popular methods. For example, they might sell five licenses for a managed package app. With the new AppExchange checkout features powered by Stripe (previously Recurly), processing payments for these licenses is straightforward. Some companies choose to make revenue by selling CRM licenses in addition to their apps, often offering customers discounted CRM licenses. These ISV licenses are custom-built and contractually limited to specific objects and permissions. A significant level of trust is involved, as Salesforce can audit the end-customer at any time to ensure they are only using the objects specified in the agreement. When it comes to pricing, ISVs often charge in two parts: one fee for the app license and another for the CRM license. However, this is typically bundled as a single charge to the customer for simplicity. Customers can adopt these ISV apps as part of a broader Salesforce org, using several onboarding methods, including Trialforce, an AppExchange free trial, or an install with a trial period expiration date. These apps are often integrated into larger business processes, providing value beyond their standalone features. OEM Licensing: OEM (Original Equipment Manufacturer) and Embedded licensing are essentially the same. OEM licenses are designed for internal apps. For portals, ISV Portal licenses are used, though these do not include Chatter and must interact via a Force.com site. These licenses function similarly to Authenticated Website or Customer Portal licenses. OEM licensing allows companies to use Salesforce as a controlled environment to present their app. For instance, a developer might opt for the OEM model to prevent end-users from making any customizations. The app would have one admin user who sees that it is running on Salesforce, while other users interact with it through a custom interface built on a Force.com site. A common concern for OEM app developers is pricing. While Chatter Plus licenses cost $15 per month (for CRM only), developers often seek clarification on the cost of OEM licenses from Salesforce, hoping for a rate lower than $15 per user per month. They must also factor in their own fees on top of the Salesforce OEM license price. Key Differences Between ISV and OEM Licensing: In an OEM setup, at least one full Salesforce System Administrator is required in the customer’s org. However, this admin does not have the ability to add more licenses to the org or alter the customizations visible to end-users, so their influence over the app’s functionality is limited. ISV app licenses offer more flexibility and are commonly available on the AppExchange, OEM apps represent a complete solution that uses Salesforce as a platform but often hides the underlying Salesforce infrastructure from end-users. Like1 Related Posts The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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