WHAT CAN YOU DO WITH A FUNRAISE & SALESFORCE POWERHOUSE COMBO?

• Use Salesforce NPSP
• Use Salesforce standard objects
• Create reports and dashboards in Salesforce to show fundraising data
• Send info on donor, donation, campaign, fundraiser, tasks, and interactions to Salesforce
• Use parent & child campaign rollups

TO GIVE YOU AN IDEA, HERE’S A SMALL LIST OF DATA THAT FLOWS TO SALESFORCE

Contact information and demographics

• Name
• Email
• Address
• Phone
• Tags
• Wealth scoring
• Total Donation Amount
• Total Donation Count
• Last Donation Date
• First Donation Date
• Total Soft Credit Amount
• Total Soft Credit Count

Donation data

• Amount
• URL
• Form name
• Dedication info
• Notes
• Tags
• Allocations

Campaign data

• Member roles
• Fundraiser page data