Simplify premium collection and cut admin work.

Automate billing, manage complex rates, and improve payment reliability.

Automate recurring gifts, reduce churn, and strengthen donor loyalty.

Streamline membership payment process and provide a seamless experience for members.

Streamline tuition payments, lower late fees, and focus on students.

Streamline rent collection for social housing and commercial real estate on Salesforce.

Online Payments >

Process online payments via PayLinks, Giving Pages and Payment API.

Recurring Payments >

Automate recurring payments with Salesforce at the core.

Agent Payments >

Collect secure payments over the phone or mail using a Virtual Terminal.

Outbound Payments >

Pay vendors faster with tracked outbound payments.

Recover failed payments automatically in Salesforce.

Bank Payments >

Import and reconcile bank payments in Salesforce.

Payment Service Provider Payments >

See all your PSP payment data in Salesforce.

Non-FinDock Processed Payments >

Reconcile all payments in one Salesforce view.

Insights, tips, and deep dives into payments on Salesforce

Hear directly from customers about their FinDock experience.

Learn how organizations transform their payment operations with FinDock.

Access guides, whitepapers, and resources to explore FinDock.

Meet us at upcoming events, or catch up with our on-demand webinars.

Browse our Feature Showcase videos and FinDock shorts

Get help from our resources or submit a support request.

Understand how to configure, use, and integrate FinDock.

For Customers

Find Implementation Partner >

Find certified experts to implement FinDock successfully.

View Integration Solutions >

Extend FinDock capabilities with out-of-the-box integrations.

For Partners

Become a Partner >

Join our partner ecosystem and deliver payment solutions on Salesforce.

FinDock Academy >

Get trained and certified to build expertise in FinDock implementations.

For Partners

FinDock Demo App >

Launch an end-to-end payment demo in just 5 minutes.

Partner Newsletter >

Stay in the loop with updates, insights, and partner success stories.

Learn who we are and what we strive for.

Access our logos and brand guidelines.

Stay up to date with our latest stories and updates.

Read our policies, terms, and compliance resources.

Explore open roles and join the FinDock team.

Get in touch with our team.

September’ 24 release Highlights

FinDock
October 8, 2024

On September 29th, we rolled out the September FinDock release to all production orgs. This update brings a host of enhancements and new features to improve user experience. Below are a couple of key highlights. For more detailed and technical information, please refer to the release notes.

And check out our Nonprofit Solution Specialist, Ashley Renee Hampson, as she walks through a quick demo of two exciting features from our latest release: donor cover fees and tribute donations.

1. Enable donors to cover transaction fees

FinDock’s latest release brings an impactful feature for fundraisers, particularly for those challenged by high transaction fees: the ability for donors to cover these costs. This feature gives donors an option to contribute a little extra to ensure that fundraisers receive 100% of their intended donations, enabling every cent to directly benefit their programs and services.

Fundraisers can now seamlessly integrate this feature into their existing or new Giving Pages, giving them full control over the percentage of the donation—whether one-time or recurring—allocated for covering transaction fees. By adding context next to the opt-in option, organizations can explain the importance of their extra contribution and its role in boosting the impact of their donation.

 

2.Expand giving options with tribute donations

Another great feature in this release for nonprofits is the thoughtful feature of tribute donations. This feature allows donors to honor someone special or commemorate a significant event through meaningful contributions to a cause they value.

With the tribute donation feature, donors can enrich their contributions by including the recipient’s email address and a personalized message. FinDock stores these details in Salesforce, enabling nonprofits to further engage with recipients through custom actions and automated emails. This is a great opportunity for organizations to advocate for their initiative, deepen engagement with the cause, and potentially inspire further support.

 

3.Redesigned FinDock Knowledge Base

Alongside the new release, we’ve also launched a completely redesigned FinDock Knowledge Base—your go-to for product documentation. This revamped platform is designed for ease of access, has better navigation and search, improved visualizations, and a foundation for future development.

Additionally, we’ve extended these upgrades to the FinDock Academy, which now has a renewed user interface that streamlines the learner experience better. Plus, we have added a new course FinDock for Nonprofits, to help you with Nonprofit Cloud and NPSP implementations. Head over to the course catalogue to see what’s available and start learning.

 

4. More intuitive FinDock Setup experience [BETA] 

In addition, we have been refining the FinDock setup to make it a more intuitive experience. We’ve focused on reducing different types of friction, such as uncertainty, task complexity, and unclear system states, to streamline your implementation journey. You can read more about our commitment to creating a frictionless setup experience here.

FinDock Factsheet – September 2024

All you need to know about FinDock’s features in one handy PDF. Download it, share it, but always make sure to check back for the latest version. We release new features often.

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