Case Studies

Causeview Advancement: Gift Management Capabilities without Disruption of Custom Salesforce Components at Worcester Polytechnic Institute

Why Read This Technology Solutions Case Study

In Causeview Advancement, Worcester Polytechnic Institute found a solution that enables them to deploy the required gift maintenance objects without replacing custom-built components. WPI was impressed with Causeview’s strong focus on giving and support of complex gift management, online giving forms, and credit card processing all within Causeview enables WPI to track gift pledges and payments, recurring gifts, gifts in kind, and planned gifts. Causeview Advancement leverages the Salesforce Lightning component-based framework for application development and the Salesforce Education Data Architecture (EDA).

Case Study Features:

  • Institution: Worcester Polytechnic Institute
  • Software Category: Advancement
  • Solution Provider: Causeview
  • Case Study Length: 6 pages
  • Case Study Availability: December 2019

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