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Customizing the My Pledges view for logged in and anonymous users

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If you use the Salesforce Nonprofit Success Pack to track pledged Opportunities that you wish to allow front-end visitors, you have the option of allowing logged in and anonymous users to make payments against those pledges. To add this My Pledges view to your site, you must first create a menu item that grants access. Once done, you must select the menu item you created on the My Pledges tab of the Donations > Configuration view. You may also customize the My Pledges view using a number of parameters.

To select the menu item for the My Pledges view and customize various aspects of it:

  • Open the Configuration for the Donations app
  • Click the My Pledges tab
  • In the General section, for My Pledges, select the menu item you created for this view
  • In the My Pledges Page section, for My Pledges Page Title, enter the text you wish to use as the page title. This is a required step to use this feature.
  • For My Pledges Page Intro, enter the text, images, embedded videos or other content you wish to appear between the page title and the pledges table
  • For My Pledges Page Outro, enter the text, images, embedded videos or other content you wish to appear below the pledges table
  • In the My Pledge Page section, for My Pledge Page Title, enter the text you wish to use as the page title
  • For My Pledge Page Intro, enter the text, images, embedded videos or other content you wish to appear between the page title and the pledge detail table
  • For My Pledge Page Outro, enter the text, images, embedded videos or other content you wish to appear below the pledge detail table
  • In the My Pledge Payment Page section, for Title, enter the text you wish to use as the page title
  • In the My Pledge Payment Confirmation Page section, for Title, enter the text you wish to use as the page title
  • For Body, enter the text, images, embedded videos or other content you wish to appear below the page title
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