Choosing your settings

Learn how to configure your Salesforce Nonprofit Cloud integration settings in the Dashboard.

This section covers the three tabs you’ll see on the Salesforce Nonprofit Cloud integration page: General Settings, Mapping Rules and Special Rules. It also gives a detailed explanation of the sync and disconnect options at the bottom of the integration page.

Your Instance URL and Salesforce Nonprofit Cloud account username are located at the top of the page. The Instance URL is the web address that takes you directly to your organization’s Salesforce Nonprofit Cloud instance.

General Settings tab

This tab is your control center for Salesforce Nonprofit Cloud integration settings.

Sync test data

If you are using Test mode to experiment with platform settings and make test donations, you can choose to sync those test donations to Salesforce by checking the Sync test data box. This allows you to set and refine mapping rules to ensure that values from Fundraise Up are synced to the expected properties in Salesforce. By default, the Sync test data option is unchecked when you enable the integration. Check the box to enable it.

Sync subaccounts

This checkbox only appears in the parent account settings and doesn't appear in the subaccount settings.

When the Sync subaccounts feature is enabled, data from your organization's subaccounts is synced to any applications or integrations that are connected in the parent account's main settings. For example, if the parent account has an integration with Salesforce Nonprofit Cloud, data from subaccounts (that aren't connected to Salesforce Nonprofit Cloud) will also be synced when this box is checked

This is particularly beneficial for organizations with a chapter-based structure, facilitating easier donation tracking and reporting.

Gift transaction name

This option allows you to select how your new donations will be named in Salesforce Nonprofit Cloud. To include different values in the name, click the drop-down menu symbol.

Gift transaction statuses

This option allows you to adjust how donation statuses are matched between Fundraise Up and the Salesforce Nonprofit Cloud. Here's how it works:

  • To set up your preferences, click on Configure. This will open a settings window.
  • After making your adjustments, click Apply Mapping in the same window, and then click Save Changes in the General Settings to make sure your changes are saved.

If the Salesforce Nonprofit Cloud is missing a corresponding status mentioned in our mapping rules (for example, if Fully Refunded is missing), the transaction will default to the Unpaid status on their end.

We recommend that you review and configure these statuses right after you connect your Salesforce Nonprofit Cloud account to Fundraise Up.

Gift commitment name

This setting lets you choose the naming format for each new recurring plan in Salesforce Nonprofit Cloud. To include different values in the name, click the drop-down menu symbol.

Gift commitment statuses

This option allows you to adjust how donation commitment statuses are matched between Fundraise Up and the Salesforce Nonprofit Cloud. To set up your preferences, follow the instructions in the same way as described in the “Gift Transaction Status” section above.

If the Salesforce Nonprofit Cloud is missing a corresponding status mentioned in our mapping rules (for example, if Paused is missing), the transaction will default to the Draft status on their end.

We recommend that you review and configure these statuses right after you connect your Salesforce Nonprofit Cloud account to Fundraise Up.

Payment methods mapping

This option allows you to adjust how payment methods are matched between Fundraise Up and the Salesforce Nonprofit Cloud. To set up your preferences, follow the instructions in the same way as described in the “Gift Transaction Status” section above.

If the Salesforce Nonprofit Cloud is missing a corresponding payment method mentioned in our mapping rules (for example, if Venmo is missing), the transaction will default to the Unknown status on their end.

We recommend that you review and configure these statuses right after you connect your Salesforce Nonprofit Cloud account to Fundraise Up.

Mapping Rules tab

Mapping rules determine how you want to link a Fundraise Up object and property to an object and property in Salesforce Nonprofit Cloud. A value sent from Fundraise Up will be converted to a property in your Salesforce Nonprofit Cloud instance.

By default, Fundraise Up sets up some basic rules to make things easier, but you can remove or change these rules as needed.

Special Rules tab

You can also create special rules for your Fundraise Up-Salesforce Nonprofit Cloud integration. These rules operate on an “if/then” basis, linking specific actions in Fundraise Up to outcomes in Salesforce Nonprofit Cloud. For example:

  • If a donation is made to the “Christmas campaign” in Fundraise Up, it will be recorded under the “Christmas campaign” in Salesforce Nonprofit Cloud.
  • If a donation is designated to the “Areas of Greatest Need” in Fundraise Up, it will be categorized under “General Donations” in Salesforce Nonprofit Cloud.

To add a rule, navigate to the Special Rules tab and select Add rule. Use the dropdown menus adjacent to the Fundraise Up and Salesforce logos to specify the “if” condition and the corresponding “then” action.

Sync settings

At the bottom of the integration page in the Dashboard, you’ll find settings for managing how records are synced.

Automatic sync

  • Default State: Disabled upon integration connection. This allows for configuration of settings and mapping rules before initiating record sync.
  • Recommendation: Enable automatic sync after finalizing integration settings for seamless record synchronization.
Recurring plans and all subsequent installments will automatically synchronize in Salesforce Nonprofit Cloud at the next installment. However, if you need to synchronize past installments (within the same recurring plans), you must do manual sync.

Manual sync

This option is useful if you prefer not to use the automatic sync function, or if you want to resync previous records.

  • Resync previous records: Useful for updating Salesforce Nonprofit Cloud records if donation details in Fundraise Up have changed, ensuring accuracy.
  • Sync period: Provides the flexibility to sync all records or only donations made within the timeframe.

Disconnect Salesforce Nonprofit Cloud

You can disconnect your Salesforce Nonprofit Cloud integration at any time. If you decide to reconnect at a later time using the same Salesforce account, all of the settings and mapping rules you have previously set up will be preserved.

 

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