Funraise Connect syncs data about your Donations, Supporters and Fundraisers directly to your organization's account in Salesforce.  



Let's start with the basics

Contacts in Salesforce are created in the following ways:

  • The donor that makes a donation is created as a Contact 
  • A Fundraiser is created as a Contact
  • A manually created Supporter is created as a Contact

Opportunities in Salesforce are created in the following way:

  • A donation creates an Opportunity in Salesforce



What data is sent to Salesforce from Funraise?

SUPPORTER (maps to Contact Record) 

  • Email
  • First Name
  • Last Name
  • Name
  • Institution Name
  • Institution Category
  • Address 1
  • Address 2
  • City
  • State
  • Postal Code
  • Country
  • Notes
  • Age
  • Gender
  • 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
  • Created Date
  • DonorType
  • Total Donation Amount
  • Total Donation Count
  • Last Donation Date
  • First Donation Date
  • Total Soft Credit Amount
  • Total Soft Credit Count

FUNDRAISER (maps to Contact Record)

  • Fundraiser Donation Amount
  • Fundraiser Donation Count
  • Is Fundraiser




DONATION
(maps to Opportunity Record)

  • Amount
  • Campaign Goal ID
  • Created Date
  • Dedication Email
  • Dedication Message
  • Dedication Name
  • Dedication Type
  • Donation Name
  • Donation URL
  • Donor Funraise Id
  • Form Name
  • Is Anonymous
  • Is Dedication
  • Is Offline
  • Is Operations Tip
  • Is Recurring
  • Memo
  • Note
  • Operations Tip Amount
  • Recurring Sequence
  • Status
  • Tags
  • Allocations
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