Some useful information about deduplication, currencies, API request limits and more.
Eliminating duplicates (Deduplication)
Fundraise Up does not delete duplicate records automatically before syncing them to your Salesforce instance. Instead, deduplication should be performed using Salesforce’s built-in deduplication tools.
We specifically recommend creating two duplicate rules in Salesforce: one for the Contact object and one for the Lead object. These rules should eliminate duplicate records based on the email address value synced from Fundraise Up.
Sometimes, a Supporter in Fundraise Up may already exist in Salesforce as a record on the Lead object. In this case, syncing the record from Fundraise Up will convert the record from a lead to a contact.
Handling multiple currencies
In Salesforce, you can enable the use of multiple currencies. Whether or not you enable multiple currencies will change the way donation amounts synced from Fundraise Up are represented in Salesforce. Here’s how:
|When the multiple currencies feature IS enabled in Salesforce||Donations amounts synced from Fundraise Up will be displayed in the currency that was auto-detected or chosen by the supporter at Checkout.|
|When the multiple currencies feature is NOT enabled in Salesforce||Donation amounts synced from Fundraise Up will be displayed in your Fundraise Up account’s default currency.|
Salesforce API request limit
By default, Salesforce limits the number of API requests that any user or account can make within a 24-hour period. As a rule of thumb, you want to make sure that the average number of donations you receive every day does not exceed this limit.
You can determine your API request limit by navigating to Setup and then Company Information within your Salesforce account.
In some circumstances, you may need to request a temporary limit increase. This is often needed when you sync a significant number of historical records from Fundraise Up to Salesforce. You can request a temporary limit increase directly from Salesforce.