Causeview Advancement

Transform Salesforce’s Higher Education Data Architecture (HEDA) platform into a complete gift processing and donor management system

Process and reconcile payments, anywhere, anytime and from any device

Integrated iATS Payment Processing

Causeview and iATS ensure your transactions are processed from your online donation form or right within from the donor profile.

Powerful, Flexible Transaction Management

Causeview does it all: one-time or recurring gifts, tributes, pledges, split donations and soft credits.

Advanced Fund Accounting

Causeview’s GL code mapping will ensure every transaction is recorded in exactly the right place.

Automatic Receipting

Delight your donors by issuing automatic, compliant and personalized tax receipts in seconds.

Seamless Reconciliation

With Causeview, reconciliation happens behind the scenes, saving your finance and accounting team hours of valuable time each month.

Fully PCI Compliant

Managing payments online is complex: that’s why Causeview is built with highest level of credit card processing security standards in place.

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Everything you need to establish, track and grow supporter relationships

 

Track and manage every part of your supporter journeys

Simple creation of online donation landing pages and forms for your website

Measure performance and generate insights with real-time reports & dashboards

Watch the Causeview Advancement Overview

 

 

 

About Salesforce's Higher Education Data Architecture (HEDA)

 

Learn more about HEDA at Salesforce.com

Follow student progression, courses, degrees and career paths

Track households and relationships for student & alumni engagement

Connect with over 3,000 tools on the Salesforce AppExchange