Connect Funraise and Salesforce for a powerful fundraising data solution.
Whether you're just getting started with Salesforce or you’re already a pro, the Funraise Connect Salesforce App, a managed package, is built with Salesforce best practices to keep your data clean and working for you.
Get it now
Funraise Connect is available in the Salesforce AppExchange. The app can be installed for free.
How it works
Standard and Custom Objects
Funraise data is sent to Salesforce using Standard and Custom Objects. You can customize field mappings to Standard Objects. Custom Objects are created automatically for supporting data.
Funraise Object
Salesforce Object
Salesforce Object Type
Supporters
Contacts
Standard
Transactions
Opportunities
Standard
Campaign Pages
Campaigns
Standard
Transaction + Supporter
OpportunityContactRoles
Standard
Campaign + Supporter
CampaignMember
Standard
Email
EmailMessage & EmailMessageRelation
Standard
Task + Interactions
Tasks
Standard
Subscriptions
Subscriptions
Custom
Events
Events
Custom
Registrations
Registrations
Custom
Funraise Errors
Funraise Errors
Custom
80+ Data Points
Sync over 80 data points from Supporters, Transactions, Campaigns, Events, Registrations, Subscriptions, Tasks, Interactions, and Emails. Use Salesforce Standard and Custom Fields to capture data.
The Funraise Salesforce Connect App can work with NPSP, although NPSP is not required. Please note: The Funraise App does not use the NPSP Subscriptions Object. With feedback from many organizations, we built an improved Custom Object to manage your Subscriptions.
One-Way Syncing
Data is synced one-way, from Funraise to Salesforce. This means changes made in Funraise will appear in Salesforce, but changes made in Salesforce will not appear in Funraise. Please note: It is possible for Funraise to overwrite data in Salesforce.
When Data is Synced
In a nutshell: When a Funraise record is created or updated, it’s automatically synced with Salesforce in realtime.
Opportunities are created or updated when a Funraise Transaction is created or updated
Contacts are created or updated when a Funraise Supporter is created or updated
Campaigns in Salesforce are created or updated when a Funraise Campaign Site is created or updated
Campaigns in Salesforce are also updated when a Fundraiser joins or leaves a team
Contact Activity is logged in Salesforce when a Funraise Task or Interaction is created or updated
Contact Activityis logged in Salesforce when an email is sent from Funraise
Subscriptions in Salesforce are created or updated when a Funraise Subscription is created or updated
Events & Registrations in Salesforce are created or updated when Funraise Event or Registration are created or updated
📌 Manual Syncs
Many records can also be synced manually from Funraise. This is useful when an error occurs in automated syncing or you need to sync records created before your Salesforce setup.
Setup
👀 Use Salesforce Classic View
Some configurations during setup are not available in Salesforce Lightning View. Use the Salesforce Classic View to accomplish these steps.
🤓 Requires Salesforce Knowledge and Access
If you’re familiar with Salesforce, you can be up and running in a few minutes. This documentation assumes you are familiar with Salesforce and have the appropriate user permissions to configure your Salesforce Organization.
IP Address Restrictions
If you have IP Address Restrictions enabled, you may need to select "Relax IP Restrictions" on the Funraise Connected App in order to complete setup.
Inside Salesforce
First, create a Connected App in Salesforce to setup OAuth credentials.
In your Salesforce organization, navigate to Setup > Build > Create > Apps and select New under ConnectedApps.
Fill out the new Connected App form and check the box for Enable OAuth Settings.
Add the OAuth scopes and access: Manage your data (API) and perform requests on your behalf at any time (refresh_token, offline_access). Save the record. Now, when viewing the Connected App record under Setup > Build > Create > Apps, the Consumer Key and Consumer Secret should be visible, these values will be used to integrate with Funraise.
Navigate to the Application Switch at the top right of your screen and launch the Appexchange.
From the Salesforce Appexchange, type in Funraise Connect in the app search bar to locate the Funraise application. Click to access and install the package.
Once the package is installed, you will be prompted to map the Funraise data to corresponding native or custom fields on either the Opportunity or Contact record in your Salesforce organization. We suggest clicking Use Default Mappings to get started. You’ll be able to add additional field mappings after setup.
Apply the permission set included in the managed package to the user account that set up the Connected App to ensure Funraise has access to the apex classes it needs. You can do this by going to Setup > Permission Sets > select Funraise Permission Set and click Manage Assignments. From that screen, you can add your user and click Assign.
Next, connect the new Salesforce App with your Funraise account.
Open Funraise. From your Profile Icon, click Settings and then click Integrations.
On the Salesforce integrations card, click on the actions menu > Edit. Note: If you do not see a Salesforce option when viewing the Integrations screen, contact your Customer Success Manager.
Select your type of Salesforce environment. Production will use login.salesforce.com, while Sandbox will use test.salesforce.com.
Enter your Consumer Key from the Salesforce Connected App in the Client Key field.
Enter your Client Secret from the Salesforce Connected App in the Client Secret field.
A pop-up Salesforce OAuth window will appear requesting permission for access for Funraise to manage your data. Click Allow.
You'll receive a confirmation message saying, “Salesforce Successfully Connected”, at which point you can close the pop-up window.
🌈 Sync Everything
Although you can deactivate specific Objects from syncing from the Funraise integration settings, we suggest syncing everything at this time unless you have a nonstandard or unique Salesforce configuration.
Test your set up
Testing your setup is easy. If you are able to duplicate the expected results below, your initial setup is working properly. You can continue to further customize and build Page Layouts at this time.
Test
In Funraise: From Transactions, click New Transaction. Enter a test Supporter and test Transaction data. Click SAVE.
Expected REsults
In Salesforce: The test Transaction should appear as an Opportunity.
In Salesforce: The test Supporter should appear as a Contact.
User Permissions
The Salesforce user account that authenticates the Salesforce integration in Funraise will need permissions to create and edit objects and fields that data from Funraise is synced with.
If you don’t know who authenticated the integration, you can view the Salesforce user that authenticated the integration last from the Salesforce connected app page.
For standard objects with standard and custom fields that are mapped to Funraise, the Salesforce user that authenticates the integration will need Create and Edit permissions. This includes Contact and Opportunity objects and any fields on these objects that are mapped with Funraise fields.
For Funraise managed objects and fields, we’ve provided a permission set called Funraise Permission Set. The Salesforce user that authenticates the Salesforce integration in Funraise will need to assign this permission set to their Salesforce user. You can do this in Salesforce, by going to Setup > Permission Sets > select Funraise Permission Set and click Manage Assignments. From that screen, you can add your user and click Assign.
For organizations using NPSP, Funraise’s integration syncs the NPSP Primary Contact on the Opportunity (npsp__Primary_Contact__c). The Salesforce user that authenticates the Salesforce integration in Funraise will need Create and Edit permissions for this field.
Field Mappings
During setup in Salesforce, you’ll be prompted to map fields to the Contact and Opportunity records. After setup, field mappings can be edited from the Funraise Setup Salesforce tab.
💡 Start Simple—Use Default Mappings
To start, we suggest adding only the default fields, by clicking “Use Default Fields”. You’ll be able to add field mappings as needed at any time in the future.
💝 Mappings are optional
Customize field mapping to meet your own database strategy. Below are our suggested mappings. Sync as few or as many fields as you need.
👍 Only Map to contacts & Opportunities
You’ll only need to map fields to Contacts and Opportunities. We’ll take care of everything else 😘
Contact Fields
Funraise Supporter data can be mapped to the Salesforce Contact record.
Standard Fields
Funraise Field
Salesforce Field
Email
Email
First Name
Name
Last Name
Name
Institution Category
Description
Phone
Home Phone
Address 1
Mailing Street
City
Mailing City
State
Mailing State/Province
Postal Code
ZipCode/Postal Code
Country
Country
Custom Fields
Create custom fields in Salesforce to sync additional data from Funraise.
Funraise Field
Description
Fundraiser Donation Amount
Total amount donated to fundraiser’s page
Fundraiser Donation Count
Number of donations to fundraiser’s page
Is Fundraiser
True signifies a Supporter with a fundraising page
Institution Name
Name of the Institution
Age
Supporter’s age
Gender
Supporter’s gender
Notes
Brief note about the Supporter
Donor Type
Potential, Onetime, Returning, Recurring
Tags
Supporter Tags
P2G Score
A Supporter's means to give and inclination to do so
Net Worth
Estimated net worth of Supporter
Income
Amount on an annual basis
Gift Capacity
Amount Supporter can afford to give to all nonprofits over 5 years
Annual Donations
Estimated amount Supporter is likely to give over one year to nonprofits
Real Estate
Supporter’s estimated real estate value
Photo URL
Fundraiser’s profile image URL
LinkedIn URL
Supporter’s LinkedIn
Facebook URL
Supporter’s Facebook
Twitter URL
Supporter’s Twitter
Employer Name
Supporter’s Employer
Job Title
Supporter’s Job Title
Homeowner
Whether or not the Supporter is a Homeowner
Marital Status
Supporter’s marital status
Influencer Score
Supporter’s social media influence score
Education
Supporter’s highest education level
Email Out-out
Supporter's email subscription settings
Transaction Id
Funraise Transaction Id
Custom Fields included in NPSP
If you’re using NPSP, some aggregate custom fields may already be created and do not require mapping from Funraise. If you are not using NPSP, you’ll need to create these custom fields before mapping.
Funraise Field
NPSP Custom Field
Description
Total Donation Amount
Total Gifts
Aggregated total donation amount
Total Donation Count
Total Number of Gifts
Aggregated total donation count
Last Donation Date
Last Gift Date
Date of last Transaction
First Donation Date
TextFirst Gift Date
Date of first Transaction
Total Soft Credit Amount
Soft Credit Total
Aggregated total soft-credit amount
Total Soft Credit Count
Number of Soft Credits
Aggregated total soft-credit count
Opportunity Fields
Funraise Transaction data is mapped to the Salesforce Opportunity record.
Funraise Field
Salesforce Field
Amount
Amount
Created Date
Close Date
Donation Name
Opportunity Name
Form Name
Lead Source
Tags
Description
Allocations
Program Area
Custom Fields
Create custom fields in Salesforce to sync additional data from Funraise.
Funraise Field
Description
Donation URL
The URL where the Transaction occurred
Dedication Email
Email address of the dedicatee
Dedication Message
Dedication message to the dedicatee
Dedication Name
Name of dedicatee
Is Recurring
Whether or not this is a recurring donation
Is Anonymous
Whether or not the Supporter desires to remain anonymous for the corresponding Transaction
Is Dedication
Whether or not the Transaction includes a dedication
Is Offline
Whether or not the Transaction was created manually
Is Operations Tip
Whether or not the Transaction includes an operations tip
Memo
The memo attached to the Transaction
Operations Tip Amount
The Operations tip amount
Note
A note on the transaction
Recurring Sequence
The sequential number of a recurring donation
Recurring Sequence
The sequential number of a recurring donation
Company Match
Notes whether or not the transaction includes an employer match
Company Match Company Name
If employer match is included, the matching company name
Company Match Employee Email
If employer match is included, the employee email for the matching company
Donation Comment
Comment included with a Transaction
Payment Method Expiration Date
If credit card, the expiration date
Payment Method Type
Credit Card, Paypal, ACH, etc.
Payment Method Last Four
The last four numbers of the payment method
Payment Method Card Type
UTM Source
UTM Medium
UTM Campaign
UTM Content
UTM Term
Dedication Type
Source Amount
Source Amount
Transaction amount in the currency selected by the donor
Currency
The currency of the Transaction
Pro Tips
Power up your contact page layout
For a complete view on a Contact’s engagement, edit your Contact Page Layout to include Tasks, Interactions, and Emails.
Add Mapped fields to contact and opportunity page layout
Once you’ve mapped your desired fields to the Contact and Opportunity, you’ll want to edit the Page Layout of these records to actually display the mapped fields.
Frequently Asked Questions
We maintain a knowledge base article with answers to the most common questions and suggested workarounds.
Contacts
Funraise Supporter data can be mapped to a Salesforce Contact. Contacts require mapping configurations.
Contact matching criteria
How Contact matching works between Funraise and Salesforce:
Funraise ID: When a Supporter record is sent from Funraise to Salesforce, it is sent along with an internal identifier that is used to populate a custom attribute called "Funraise ID". The first check is to see if there is an existing Contact record with a matching Funraise ID.
Contact.Email: If no Contact with matching Funraise ID is found and if email is present on the Supporter record being sent over, we'll find the most recently created Contact record that matches by Contact.Email. The Funraise ID will be updated at that point for future identification. (Email addresses are unique in Funraise. Two donors cannot share the same address.)
Contact First Name, Last Name, MailingStreet, MailingCity, MailingState, MailingCity, MailingPostalCode, MailingCountry: If the previous 2 criteria could not be used to locate an existing Contact record, a search for exact match on the listed attributes will be performed.
If no Contact records match the previous criteria, a new Contact record will be created.
Details
Email
First Name
Last Name
Name
Institution Name
Institution Category
Phone
Address 1
City
State
Postal Code
Country
Tags
Email Opt-out
Contact donation data
Donor Type
Total Donation Amount
Total Donation Count
Last Donation Date
First Donation Date
Total Soft Credit Amount
Total Soft Credit Count
Fundraiser Data
Fundraiser Donation Amount
Fundraiser Donation Count
Is Fundraiser
Demographics
Age
Gender
Notes
P2G Score
Net Worth
Income
Gift Capacity
Annual Donations
Real Estate
Photo URL
LinkedIn URL
Facebook URL
Twitter URL
Employer Name
Job Title
Homeowner
Marital Status
Influencer Score
Education
Opportunities
Funraise Transaction data can be mapped to a Salesforce Opportunity. Opportunities require mapping configurations.
Details
Transaction Id
Amount
Donation Name
Donation Comment
Form Name
Is Recurring
Note
Recurring Sequence
Status
Tags
Allocations
Donation URL
Is Anonymous
Is Offline
Is Operations Tip
Memo
Is Operations Tip Amount
Source Amount
Currency
Payment Method
Payment Method Type
Payment Method Last Four
Payment Method Expiration Date
Payment Method Card Type
Company Match
Company Match
Company Match Company Name
Company Match Employee Email
Dedication
Dedication Email
Dedication Message
Dedication Name
Is Dedication
Dedication Type
UTM Parameters
UTM Source
UTM Medium
UTM Campaign
UTM Content
UTM Term
Opportunity Contact Roles
Opportunity Contact Roles enable you to see the relationship or influence a Contact has with an Opportunity. There are several Contact Roles that can apply.
Donor
Fundraiser
Team Captain
Soft Credit
Campaigns
Enable Campaign hierarchy and Opportunity rollups. Campaign activity represents Transaction activity through a specific Campaign Site. Campaign mappings are automatically created by the Funraise App.
🎯 Start Campaigns in Funraise
Create Campaigns in Funraise first as Campaign Sites. After being created in Funraise, Campaigns will be sent to Salesforce and new Opportunities will be attached automatically.
Campaign Name
Page Fundraising Reason
Page Goal Amount
Page Campaign Page
Fundraiser (Supporter)
Tasks
Open Funraise Tasks are synced on the Contact’s Open Activity list. Completed Tasks and Interactions are synced on the Contact’s Activity History. Task mappings are automatically created by the Funraise App.
💌 Email Tracking
Emails sent from Funraise are also synced on the Contact’s Activity History. This gives you an overall view of your engagement with a Contact.
Tasks & Interactions
Task Type
Completed Checkbox
Created Date
Emails
Subject
Status
Created Date
Subscriptions
Recurring transactions are synced as Opportunities attached to a Subscription. Subscription mappings are automatically created by the Funraise App.
Details
Status
Amount
Currency
Frequency
Last Payment Date
Next Payment Date
Donation Count
Supporter
Form Name
Campaign Page Name
Allocation Name
Comment
Note
IsOperations Tip
Funraise Campaign Goal
IsImported
Payment Method
Payment Method Type
Payment Method Last Four
Payment Method Expiration Date
Dedication
IsDedication
Dedication Type
Dedication Name
Dedication Email
Dedication Message
Company Match
IsCompanyMatch
Company Match Employee Email
Company Match Company Name
Events
Events are synced with basic details. Event mappings are automatically created by the Funraise App.
Event
Event Name
Event Description
Event Start Date
Event End Date
Pledges
A pledge is a custom object that tracks expected revenue from a contact (Supporter). Here are three ways this custom object can be used:
1. Create a pledge in Funraise to track a single donation pledge in Salesforce
When an offline transaction is created and marked as a pledge in Funraise, a pledge record will be created in Salesforce. This pledge record in Salesforce will only attribute this single transaction to this pledge.
For example, you have a donor who has pledged to write a $10,000 check next month.
2. Create a pledge record in Salesforce to track multiple donations toward a pledge in Salesforce
When a pledge record is created in Salesforce, that record can be attached to a particular contact (Supporter). Any new opportunities (Transactions) for that contact within the specified start and end dates will count toward this pledge.
For example, you have a donor who has pledged to give $10,000 over the next year in several installments. Each donation made by this donor will count toward that pledge until it is fulfilled.
3. Create pledges for recurring subscriptions
When a subscription is created, a pledge record can be created and used to track each recurrence toward a total pledge amount.
For example, let's say you treat each recurring subscription as an annual pledge that you expect to be paid off in 12 months. You can enter "12" in the Subscription pledge period (months) field in settings. This will calculate the pledge amount.
Regardless of the frequency of the subscription, the pledge amount is the expected amount from the subscription in the number of months you entered. For example, entering "12" in the Subscription pledge period (months) field means that:
when a $10 monthly subscription is created, the pledge amount is $120
when a $10 quarterly subscription is created, the pledge amount is $40
Each recurrence and any new opportunity (Transaction) from this contact (Supporter) will be related to this pledge.
To activate the Subscription Pledge feature, you must enter a number in the Subscription pledge period (months) field in settings. In Funraise: Go to Settings > Integrations > Salesforce.
Pledge Details
Funraise Pledge Name
Pledge Amount
Received Amount
Percent Complete
Funraise Supporter
Pledge Donation
Filled if created by an offline donation pledge
Pledge Subscription
Filled if created by a subscription
Is Active
Start Date
End Date
Opportunities
Related list of opportunities attributed to this pledge
Registrations
Registrations are connected to an Event. Registration mappings are automatically created by the Funraise App.
Registration
Opportunity
Ticket Name
Ticket Amount
Tax Deductible Amount
Registration Id/Name
Event
Supporter
Guest of
Attended Checkbox
Questions
Question mappings are automatically created by the Funraise App. A Question can show a related list of Answers.
Questions
Question Name
Question Text
Answer Type
Answers
Answer mappings are automatically created by the Funraise App. Answers can appear as related lists on Opportunities, Contacts, Registrations, and Campaigns.
Answers
Answer
Question
Opportunity
Contact
Registration
Campaign
Errors
We’ve included a custom object called “Funraise Errors” which is helpful to see and correct automatic syncing issues. Perhaps most helpful, Funraise Errors will show you when your own Salesforce organization setup is conflicting with automatic syncing. We suggest adding this tab to your Salesforce navigation.
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