Salesforce Education Cloud
Learn about Fundraise Up's integration with Salesforce Education Cloud.
Fundraise Up includes a built-in Salesforce Education Cloud integration that automatically syncs your donation data to Salesforce. Once the integration is set up, supporter and donation information appears in your Salesforce CRM without manual work on your part.
What this integration does:
- Sends donation data to Salesforce Education Cloud in real time.
- Creates and updates accounts, gift transactions, and gift commitments automatically.
- Uses Education Cloud's native objects.
- Validates your mapping setup to prevent errors.
- Continues working silently after initial setup.
Available Salesforce integrations
Fundraise Up offers four distinct Salesforce integrations to match your organization's setup:
- Standard Salesforce integration — For organizations using standard Salesforce. Learn more →
- Salesforce NPSP integration — For organizations with the Education Success Pack installed. Learn more →
- Salesforce Nonprofit Cloud integration — Designed for Salesforce's newest fundraising solution. Learn more →
- Salesforce Education Cloud integration — The integration described in this article.
Who can manage the integration
Only users with the Organization Administrator role in your Fundraise Up Dashboard can:
- Connect the Salesforce Education Cloud integration.
- Modify mapping rules and settings.
- Pause or resume sync operations.
- View detailed sync logs.
How the integration works
The Salesforce Education Cloud integration syncs data in one direction only: from Fundraise Up to Salesforce Education Cloud. Data in Salesforce does not sync back to Fundraise Up.
When a donation is made, Fundraise Up sends several types of records to Salesforce Education Cloud:
- Person Accounts: A unique Person Account is created for each individual supporter.
- Business Accounts: Created when donations are made on behalf of an organization.
- Gift Transactions: Each donation creates a new Gift Transaction record.
- Gift Commitments: Recurring plans are synced to Salesforce Education Cloud using its native Gift Commitment object.
- Gift Commitment Schedules: Recurring plan frequency and scheduling details.
- Campaigns: Campaigns created and managed in Fundraise Up are synced to Salesforce Education Cloud as Campaign objects.
- Gift Designations: Fund allocation information (if available).
- Gift Tributes: Memorial and honorary donation details (if available).
- Payment information: Payment method, processor, and fee details (if available).
The integration writes data directly to Salesforce Education Cloud's standard objects without creating any custom objects. You don't need to build custom flows or automations to get data into native Salesforce objects — everything works with Education Cloud's built-in functionality.
How your data syncs
The integration offers two ways to send data to Salesforce Education Cloud:
Automatic sync (recommended)
- Sends donation data to Salesforce immediately after each event — for example, a new donation.
- Keeps your Salesforce records continuously updated.
- Works silently in the background.
Manual sync
- Transfers data to Salesforce only when triggered.
- Gives you control over exactly when syncing happens.
- Offers flexibility for testing configurations.
- Ideal for migrating historical data before enabling automatic sync.
Sync is triggered by changes to any fields included in your mapping rules.
Handling duplicate records
To prevent duplicate records in Salesforce Education Cloud, you need to activate the appropriate matching and duplicate rules.
Lead conversion
Fundraise Up does not automatically convert Salesforce Education Cloud leads into full accounts. If an organization creates a lead in Salesforce Education Cloud and that lead later makes a donation through Fundraise Up, the lead is not automatically converted into a full account.
Handling multiple currencies
Salesforce Education Cloud supports multiple currencies. Whether or not this feature is enabled affects how donation amounts from Fundraise Up appear in Salesforce:
| If multiple currencies are enabled in Salesforce | Donation amounts are synced in the currency selected or auto-detected at checkout. For example, if a supporter donates in euros or yen, that same currency will appear in Salesforce. |
| If multiple currencies are not enabled | Donation amounts are synced in your Fundraise Up account's default currency. For example, if your default currency is USD, all donations will appear in USD — even if the supporter gave in another currency. |
Handling refunds
When a new donation is received, Fundraise Up sends the full donation amount to the Salesforce Gift Transaction Amount field. However, if a refund occurs, the amount in Salesforce changes to reflect the payout amount rather than keeping the original donation amount.
Salesforce API request limit
Salesforce sets a daily limit on the number of API requests that each user or organization can make. In most cases, the number of donations you receive each day won't exceed this limit.
For large imports or high-volume campaigns (like year-end fundraising), you may need to request a temporary limit increase directly from Salesforce.
Getting started
To connect Fundraise Up with Salesforce Education Cloud, continue to Set up the Salesforce Education Cloud integration for step-by-step instructions.