Choosing your settings

This section covers the three tabs you’ll see on the Salesforce 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.

General settings

The General Settings tab allows you to control the main settings for your Salesforce integration.

• Sync test data: When you use test mode to experiment with platform settings and make test donations, you can choose to sync these test donations to Salesforce by checking this box. This lets you set and refine mapping rules, so you can make sure that values from Fundraise Up are being synced to the expected properties in Salesforce. By default, the Sync test data option is disabled when you enable the integration. Check the box to enable it.
• Create accounts when creating contacts: By default, Fundraise Up will create an account record in Salesforce when syncing a unique Supporter record. When this option is deselected, Fundraise Up will only create a contact record.
  • Account name: The Salesforce configuration settings enable you to set a custom name for the record created on the Account object in Salesforce.
• Sync subaccounts: This checkbox only appears in the parent account settings, and doesn’t appear in sub-account settings. When the Sync Subaccounts feature is enabled, data will be synced from your organization’s sub-accounts to any apps or integrations that are connected in the parent account’s main settings. So: if the parent account has an integration with Salesforce in place, data from subaccounts (that aren’t linked up to Salesforce) will also be synced if this box is checked. This is useful for tracking donations and simplifying reporting if your organization uses a chapter-based or federated model.
• Unsubscribe donors who don’t re-consent to mailing lists: This setting lets you choose how supporters who are subscribed to your mailing list are mapped if they don’t actively re-subscribe each time they donate. That’s to say, if a subscribed supporter doesn’t re-click ‘subscribe to the mailing list’ on a subsequent donation, they will no longer be mapped as a subscribed supporter when this box is checked. This setting only applies if ‘supporter mailing list subscribed’ is included in the mapping rules.
• Create an account if a donation is made on behalf of an organization: Select this option if you want to create an account in Salesforce if the donation is made by an organization.
• Opportunity name: Choose how newly created Opportunities will be named in Salesforce. Click the tab symbol to add the different values you want to have included in the name.
• Opportunity stages: This setting lets you choose how the 4 different donation statuses in Fundraise Up are shown as stages of an Opportunity in Salesforce. There are four mappable donation statuses from Fundraise Up:
  • Success
  • Refunded
  • Pending
  • Failed
  • Disputed

  You can use the drop-down menus to choose how they’ll appear in Salesforce, or use our default options.

Mapping rules

Use mapping rules to decide which data values in FRU are synced, and how they’ll appear in Salesforce when they’re synced.

Mapping rules essentially decide how you want to link a Fundraise Up object and property to an object and property in Salesforce. A value sent from Fundraise Up will be converted to a property in your Salesforce instance. By default, Fundraise Up sets up some basic rules from the start to make things easier, but you can remove or modify those rules as needed.

Here are some examples of possible mapping rules:

• Linking the supporter email value from the ‘Donation’ object in Fundraise Up to the email property of the ‘Contact’ object in Salesforce.

  Fundraise Up	Salesforce
  Object: Donation	Object: Contact
  Property: Supporter email	Property: email
  Value: examplesupporter@mail.com	Value: examplesupporter@mail.com

• Linking the ID value from the ‘Campaign’ object in Fundraise Up to the order number property of the ‘Opportunity’ object in Salesforce.

  Fundraise Up	Salesforce
  Object: Campaign	Object: Opportunity
  Property: ID	Property: order number
  Value: 12345678	Value: 12345678

Mailing list

Some mapping rules aren’t already added by default. In order to sync information about supporters’ mailing list consent, for example, add a new mapping rule. To do this, scroll to the bottom of the mapping table and click ‘New rule’. For this case, you would choose ‘Donation’ as the object, and ‘Supporter mailing list subscribed’ on the left, and on the right side for Salesforce you would choose ‘Contact’ and the corresponding field (e.g. ‘Do not contact’)

Special rules

You can also create ‘special rules’ for your Fundraise Up-Salesforce integration. These special rules use ‘if/then’ conditions when linking a value from Fundraise Up to a value in Salesforce: i.e. ‘If X happens in Fundraise Up, map the value as Y in Salesforce.’

Here are some examples of special rules:

• If Campaign equals “Christmas 2023 campaign” in Fundraise Up, then set the campaign in Salesforce to “Christmas 2023 campaign.”
• If Designation equals “Areas of Greatest Need” in Fundraise Up, then set the campaign in Salesforce to “General Donations.”

To create a special rule, open the Special Rules tab and click Add rule. The two dropdown boxes next to the Fundraise Up logo let you choose the ‘if’ property and value. The lower two boxes next to the Salesforce logo are for choosing the ‘then’ properties.

Sync settings

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

• Automatic sync: By default, this automatic sync option is disabled when you connect an integration to Fundraise Up. This lets you configure the integration’s settings and mapping rules before you start synchronizing records.

  Once you’re happy with your integration settings, we recommend enabling this automatic sync feature.

• Manual sync: This option is useful if you prefer not to use the automatic sync function, or if you want to resync previous records.
  • Resyncing previous records: If you’ve made changes to the details of a donation in Fundraise Up, you can use the manual sync option to update the records for that donation in Salesforce. This allows you to correct any mistakes that have already been mapped over to Salesforce.
  • Sync period: When you manually sync records, you can opt to sync all records or specify a date range. All donation records created in Fundraise Up in that date range will then be synced.
• Disconnect Salesforce: You can disconnect your Salesforce integration at any time by clicking here. If you disconnect and then reconnect an integration using the same Salesforce account, the settings and mapping rules you had already set for that integration will be preserved.