See what they Say About Us
Meet Heather Houze, the COO/Advocate who availed our services to create a Salesforce product for the RAD non-profit organization.
The company initially used Chargeon, but required a custom Salesforce application for astute database management, so they came to us.
Hear what Heather has to say about their experience o working with us.
About RAD Advocates
RAD Advocates is a non-profit organization that was established in 2017. They educate and advocates to equip families, communities, and professionals to effectively support children with reactive attachment disorder.
Project Challenges
If The Challenge Exists So Must The Solution
Payment Link For Donations- They did not have a public payment link, that would take all the relevant details related to donations.
Recurring Payments- They wanted monthly payment links for their Monthly Mentorship Program, so that users can pay from any bank account or card.
Data Access In Salesforce Org- They wanted all the client details and transaction history in the Salesforce org. itself, which was not supported beforehand.
Project Solutions
When Business Meets Technology
Sales Cloud
Stripe- Create Object: Created an object to maintain the invoices in the Salesforce with automation to send invoice to the Members. Public payment link and private payment link is created with desired amount for the members.
- Create Scheduler: A scheduler is created for the monthly mentorship recurring payment. Trigger is created to save the transaction history in the Salesforce object.
- Create Payment Page: We have created a public and private payment page to pay and directly take data in Salesforce. Members would be able to pay using credit card and ACH directly from the VF page using Stripe.
Project Results
Experience You Need. Results You Want.
Ease with Data Storage
Increase in efficiency with automate process
Improved and reliable payment system
Fill out the form to access the Free E-Book.
Download
Free E-book Now
Nowadays, every business is embracing the technology advancements and potentially finding new ways to grow. Over the past few years, Cyntexa has helped hundreds of organizations leverage Salesforce cloud platforms and technologies to eliminate complex business challenges. In our eBook, you can find out the best utilization of Salesforce products and how Cyntexa can help you turn insights into action, making your business agile and efficient. Download the eBook by filling in the correct details in the form.
