Objects

Donations synced from Fundraise Up to Salesforce are written as an Opportunity object in Salesforce. Any time a new donation is synced from Fundraise Up, it’s created as a new Opportunity in Salesforce.

Adding fields to Salesforce Page Layouts for your Opportunity

There are two Fundraise Up-specific fields you can choose to display in the Page Layouts for an Opportunity object in Salesforce.

• Fundraise Up ID
• Fundraise Up Recurring ID

These fields can be added to the page layouts for the Opportunity object by navigating to:

Setup (in the top-left corner) > Objects and Fields (in the “Platforms Tools” section) > Object Manager (in the menu that opens up under “Objects and Fields”) > Opportunity (scroll down to find it)> Page Layouts.

Click on the name of the Page Layout you want to modify, and then select Fields from the list of available content types. Select the Fundraise Up field you want to include, and drag it to the place you want it to be displayed in the Page Layout. Save your changes.

Supporter records from Fundraise Up are synced as Contacts objects in Salesforce. Every unique Supporter record creates a new Contact in Salesforce.

Adding fields to Page Layouts for Contacts in Salesforce

There is one Fundraise Up-specific field that you can display in your Page Layouts for Opportunity objects in Salesforce:

• Recurring Plans

This field can be added the the Page Layouts for the Contact object by opening Salesforce and navigating to:

Setup > Objects and Fields > Object Manager > Contact > Page Layouts.

Click on the name of the Page Layout you want to modify and then select the Related Lists option from the list of content types. Select Recurring Plans and drag it to the place you want it to be displayed in the Page Layout. Save your changes.

Fundraise Up creates a custom Recurring Plans object in your Salesforce instance when you first connect the platform to Salesforce. This will be used to sync information about recurring donation plans, and will provide greater flexibility for how you manage and report on recurring plan data.

When a recurring plan record is synced from Fundraise Up to Salesforce, it creates a record in the custom Recurring Plans object in Salesforce. Thereafter, installments associated with that recurring plan are created as opportunities and linked to that plan record in Salesforce.

Syncing record changes

When a recurring plan is updated or changed in Fundraise Up, the changes are synced to the relevant record on the Recurring Plan object in Salesforce.

Updating tab visibility for Recurring Plans

In some cases, the Recurring Plan object that Fundraise Up creates in your Salesforce instance may not be visible to some Salesforce users.

If you need to make the Recurring Plans object visible to other Salesforce users, navigate to:

Setup > Users (in the “Administration section”) > Profiles

Select the profile you want to give access to, and then in the Tab Settings section, set the Recurring Plans property to Default On. Repeat this step for other user profiles as needed.

Field history

We recommend tracking field value changes for the Amount and Status fields in Salesforce. This essentially lets you easily monitor changes to recurring plans, and be aware of upgrades, downgrades, cancellations and more.

To enable field history tracking for the Amount and Status fields, navigate to:

Setup > Objects and Fields (in the “Platforms Tools” section) > Object Manager > Recurring Plan > Fields & Relationships.

Then, select Set History Tracking. Select the options for Amount and Status. Save your changes.