Dryad Receipting for Salesforce NPC
Third-Party Access and Data Residency
Last Updated: 2026-09-13When installing Dryad Receipting for Salesforce, following third-party access is required The first site provides functionality to merge .pdf files. It also verifies you have the proper license to access the merge functionality. Reminder: Only the Premium version of Dryad Receipting for Salesforce offers this feature. The second site temporarily stores the merged .pdf in Amazon...
Permission Sets
Last Updated: 2026-09-13There are several permissions sets with Dryad Receipting. Receipt User Allows users to perform most receipting functionalities. The exceptions are editing receipt templates and accessing receipt settings. Receipt User View All Allows users to view all receipts, regardless of whether they created them or not. This is an optional add-on permission to Receipt User. Receipt...
Data Model
Last Updated: 2026-09-13Receipt Contains all the information related to a tax receipt. A receipt .pdf is attached, which is to be sent to the donor. Receipt Assignment A junction object between Receipt and Gift Transaction. This allows multiple transactions to have a multiple receipts. Batch Receipt Log Contains a log of all receipt actions performed and their...
Release Notes
Last Updated: 2026-09-13Version 1.6: 2026-07-13 Receipting Batch Receipts Receipt Templates System & Administration Version 1.5: 2026-04-23 Template Enhancements Efficiency & UI Improvements Plan & Permission Changes Version 1.4: 2026-04-23 Version 1.3: 2026-04-23 Version 1.2: 2025-12-16 Version 1.1: 2025-10-31 Version 1.0: 2025-04-23
Application Requirements
Last Updated: 2026-09-13The following is required to properly use the application: