Upgrading Enhanced Recurring Donations for JCCSF

Salesforce.org introduced Enhanced Recurring Donations, a modernized and a more flexible version of the legacy recurring donations model used in the NPSP. While the existing setup at JCCSF was functioning without significant issues, it became clear that it lacked the flexibility and efficiency offered by the new model. Specifically, the organization faced several limitations:

• Accommodating flexible donor preferences was difficult and often required manual work.  

• Manual processes increased the risk of human error and slowed down internal workflows.

• Limited automation meant staff spent more time managing repetitive tasks, rather than focusing on strategic initiatives.

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ECHO Technology Solutions led the upgrade:

• Activating and configuring the Enhanced Recurring Donations feature in Salesforce, following best practices.

• Migrating existing recurring donations into the new model.

• Updating and redesigning Salesforce Flows to support automation under the new structure.

• Maintaining and supporting key integrations with external platforms, including:

• Soapbox - for public-facing donation forms and donor engagement.

• Traction Rec - used to keep donation and marketing data in sync across platforms.

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The JCCSF team now works with a smarter, more efficient donation system. Automation handles repetitive work, and integrations keep data aligned across platforms. Staff can now respond to donor needs with greater flexibility and confidence.

Key improvements include:

• Flexible scheduling for recurring donations.

• Real-time synchronization across connected platforms.

• Reduced manual workload and fewer errors.

• Improved donor experience through easier preference management.

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