LevelShift Automates Donation Processing for Christian Ministry with Salesforce Apex

Our client is a global Christian ministry that prioritizes leadership development, community building, and personal and spiritual growth through discipleship and evangelism.

The client grappled with manual processing challenges – overload, scalability issues, errors, and delayed acknowledgments – posing a risk to donor trust and compliance. They needed to automate donation processing within their Salesforce environment and integrate a mail scanner.

LevelShift implemented a Salesforce Apex job in the client’s system to automate their donation system. This enhanced lead conversion, precise donor-donation association, and improved overall data consistency. This automated process ensures client compliance, accuracy, and operational efficiency.

LevelShift implemented an automated lead management solution to enhance donor data handling, improve tracking, and maintain data integrity. The solution included:

• Improved lead processing: Our solution ensured accurate conversion and association of donor information with contacts. It also implemented default lead association for streamlined data handling. We added enhanced tracking capabilities by integrating additional fields for comprehensive analysis.
• Data integrity: LevelShift’ automation solution has enabled the client to schedule the deletion of older and obsolete records and helped them correctly associate donor details with their donation. This automation has reduced the manual effort that went into tracking and maintaining the data and helped the client build stronger relationships with their donors.

By implementing the automated donation processing system, LevelShift helped the client streamline operations and enhance donor management. The benefits include:

• Reduced manual effort: Automation minimized the time and work needed for donation tracking.

• Stronger donor relationships: Accurate and timely processing improved engagement and trust with donors.

• Improved data consistency: Centralized and automated processes ensured reliable and consistent donor information.