Salesforce Agentforce for Nonprofits
Learn about Fundraise Up's integration with Salesforce Agentforce for Nonprofits.
Fundraise Up includes a built-in Salesforce Agentforce for Nonprofits (formerly Nonprofit 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 Agentforce for Nonprofits in real time.
- Creates and updates accounts, gift transactions, and gift commitments automatically.
- Uses Agentforce for Nonprofits's native objects for proper nonprofit functionality.
- 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 Nonprofit Success Pack installed. Learn more →
- Salesforce Agentforce for Nonprofits integration — The integration described in this article, designed for Salesforce's newest fundraising solution.
- Salesforce Agentforce for Education (formerly Education Cloud) integration — For organizations using Salesforce Agentforce for Education for alumni relations, fundraising, and advancement. Learn more →
Organizations with multiple subaccounts can connect each subaccount to its own separate Salesforce environment. For example, ten subaccounts can each connect to a different Salesforce configuration — Standard, NPSP, Agentforce for Nonprofits, or Agentforce for Education — while the parent account remains unconnected if needed.
Who can manage the integration
Only users with the Organization Administrator role in your Fundraise Up Dashboard can:
- Connect the Salesforce Agentforce for Nonprofits integration.
- Modify mapping rules and settings.
- Pause or resume sync operations.
- View detailed sync logs.
How the integration works
The Salesforce Agentforce for Nonprofits integration syncs data in one direction only: from Fundraise Up to Salesforce Agentforce for Nonprofits. Data in Salesforce does not sync back to Fundraise Up.
When a donation is made, Fundraise Up sends several types of records to Salesforce Agentforce for Nonprofits:
- 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 Agentforce for Nonprofits 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 Agentforce for Nonprofits 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 Agentforce for Nonprofits'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 Agentforce for Nonprofits's built-in functionality.
How your data syncs
The integration offers two ways to send data to Salesforce Agentforce for Nonprofits:
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 Agentforce for Nonprofits, you need to activate the appropriate matching and duplicate rules.
Lead conversion
Fundraise Up does not automatically convert Salesforce Agentforce for Nonprofits leads into full accounts. If an organization creates a lead in Salesforce Agentforce for Nonprofits and that lead later makes a donation through Fundraise Up, the lead is not automatically converted into a full account.
Handling multiple currencies
Salesforce Agentforce for Nonprofits 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 | The default mapping prioritizes your Fundraise Up account's default currency:
• If that currency is configured in Salesforce, Fundraise Up sends the converted amount in your default currency.
• If the default currency is not configured in Salesforce but the donation currency is, Fundraise Up sends the original donation amount and currency.
• If neither your default currency nor the donation currency is configured in Salesforce, Fundraise Up sends only the converted amount in your Fundraise Up account's default currency.
To sync in the original donation amount and currency instead, add these custom mappings:
• donation amount → gift transaction amount
• donation currency → gift transaction currency |
| 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 Agentforce for Nonprofits, continue to Set up the Salesforce Agentforce for Nonprofits integration for step-by-step instructions.