What it does

Key Features

Built on Standard Objects

Opportunity = donation (3 record types: Donation, Grant, Pledge). Campaign = fundraising campaign (Open Donation and Crowdfunding record types). Contact or Account = donor. Every native Salesforce report, list view, flow, and automation works without any translation layer.

Four Campaign Types

Open Donation (simple donate page), Crowdfunding (goal thermometer + public progress), Peer-to-Peer (supporters create personal fundraising pages linked to a parent campaign), and Event (ticket sales via Product2, PricebookEntry, and OpportunityLineItem).

Experience Cloud Donor Portal

An Enhanced LWR site (Spring '26) with an 8-component LWC donation form. Donors see real-time campaign progress, download PDF receipts, and manage recurring gifts — all on your Salesforce domain.

Stripe Payments — PCI by Design

Stripe.js tokenizes card data in the donor's browser — card numbers never reach Salesforce or your servers. Secret key lives exclusively in a Named Credential. One-time and monthly recurring donations in v1.0; ACH in v1.5.

Deep Dive

About Pledgivo

Pledgivo is a 2GP managed package (namespace: pledgivo) that runs entirely inside your Salesforce org. Donations become Opportunity records. Campaigns stay on the standard Campaign object. Donors are Contact or Account records — the same objects your team already uses in your CRM.

Standard objects used: Opportunity · Campaign · Contact · Account · Product2 · PricebookEntry · OpportunityLineItem

Works with or without NPSP. Pledgivo detects NPSP at runtime via Schema.describeSObjects(). When present, recurring donations automatically map to npe03__Recurring_Donation__c and fund allocations map to General Accounting Units — zero configuration required.

Works with or without Person Account. DonorResolutionService detects your org model at runtime. Standard orgs use the Contact lookup; Person Account orgs use the Account lookup. No branching, no org-specific deployment packages needed.

At a glance

Type: Salesforce AppExchange App
Status: Preview
Requires: Salesforce Enterprise or Unlimited Edition
Requires: Experience Cloud license (Enhanced LWR for donor-facing portal)

Under the Hood

Tech Stack

Package type 2GP Managed Package · namespace pledgivo

Apex architecture FFLib — Domain / Selector / Service / Unit of Work

Donor portal Enhanced LWR · LWC only · Experience Cloud Spring '26

Payments Stripe API + Stripe.js (PCI via browser tokenization)

CI/CD GitHub Actions + JWT bearer flow

API version 62.0 (Spring '26)

Secrets Named Credentials only — never stored in custom fields

Testing fflib-apex-mocks · TestDataFactory · 90%+ coverage enforced

What's Coming

Roadmap

v1.0

Collect

All 4 campaign types, Stripe card + recurring donations, Experience Cloud donor portal, NPSP and Person Account support

v1.5

Engage

ACH payments, weekly recurring frequency, monthly upsell prompt in receipt email, social proof donor feed

v2.0

Analyze

Einstein Analytics pack, public REST API for third-party integrations, partner integration program

Before you install

Requirements

→ Salesforce Enterprise or Unlimited Edition
→ Experience Cloud license (Enhanced LWR for donor-facing portal)
→ Stripe account for payment processing
→ API version 62.0 (Spring '26) or later

Ready to get started?

Early access — join the waitlist

Join waitlist → Contact us

Pledgivo