Salesforce

The fundraising integration built for Salesforce

Salesforce manages your donor relationships. Fundraise Up powers your fundraising. Every donation flows into Salesforce in real-time. No manual work required.

What's included

Built for every nonprofit

Every integration is native. No middleware, no manual imports.

Agentforce for Nonprofits

A native Agentforce for Nonprofits integration. Every donation syncs to your AFNP instance in real time.
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Agentforce for Education

Connect giving data to Education Cloud so alumni engagement and donation records stay current and complete.
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Salesforce NPSP

Keeps Salesforce as your system of record. Every transaction posts automatically, with no manual imports.
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Standard Salesforce

Connects natively to standard Salesforce. Donation data posts in real time, with no custom development required.
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1,000+ nonprofits. 5 stars on AgentExchange

Fundraise Up is a certified Salesforce ISV partner, rated 5 stars on the AgentExchange and held to Salesforce's own standards for security and data integrity.
How we support you

Less time on data. More time on what matters

The integration is code-free and built to run in the background. Once live, your team doesn't need to touch it.

Dedicated support

Our team is available 7 days a week for setup, configuration questions, and anything that comes up after you go live.
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Consultant network

Our marketplace includes certified consultants who specialize in nonprofit Salesforce implementations.
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Advanced data control

For complex data needs, our API gives full control over what moves where and when, beyond native integration covers.
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Try it

Smarter fundraising starts here

See why 3,500+ nonprofits use Fundraise Up to personalize the donor experience and maximize revenue.

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G2 Badges: High Performer — Spring 2026; Best Software — Top 25 Non-profit products 2026; Users Love Us — Milestone award
How the integration works

Flexible, real-time data management

Fundraise Up syncs donation data to Salesforce in real time, keeps your records clean, and runs reliably in the background once set up.

Connect your accounts. Log in to Fundraise Up and connect your Salesforce instance. No code required.
Map your data. Configure which Fundraise Up fields sync to which Salesforce fields, including custom fields.
Choose your sync settings. Define how records are matched and created in Salesforce to fit your existing data model.
Go live. Your donation data starts flowing into Salesforce automatically from the first gift.
The result

Real-time data for instant donor engagement

Say goodbye to manual uploads and delays. See every donation the moment it happens.

Real-time synchronization

Every donation, contact record, and recurring gift posts to Salesforce the moment it happens. No batch uploads

Immediate action

Trigger automated workflows, thank-you emails, and donor reports the moment a gift comes in, not the next day

Up-to-date analytics

Salesforce reports update with every gift, so your team always works from accurate, complete data

FAQ

How much does the Salesforce integration cost?

Nothing. The Salesforce fundraising integration is included at no additional cost. No setup fees, no licensing fees, no contracts.

Is donation data synced automatically?

Yes. Fundraise Up syncs donation data to Salesforce automatically and in real time.

Does the integration sync data both ways?

Fundraise Up is designed to keep Salesforce as your system of record, so donation data flows one way: from Fundraise Up into Salesforce. For organizations with more complex data requirements, our API supports custom configurations. Most organizations find the native integration covers everything they need.

How often does the data sync?

Data is sent instantly. Every donation, update, and status change appears in Salesforce the moment it happens.

Do I need to be a developer to use the Salesforce integration?

No, you do not need to be a developer. Setting up the Salesforce integration is easy, code-free, and takes just minutes to complete.

What data do you sync to Salesforce?

Any Fundraise Up field can be synced to Salesforce. Data points that are collected but don’t have a default field in Salesforce can be mapped to a custom field in your Salesforce.

How do you match transactions to contacts in Salesforce?

Fundraise Up uses Salesforce’s duplicate and matching rules settings to find a matching Contact record when a transaction is recorded. These settings can be further customized in Salesforce to fit your organization’s needs, and if no Contact exists Fundraise Up will create a new Contact record.

How are donations in different currencies handled? Can currencies be converted?

Donations sync in the donor’s currency if Salesforce multi-currency is enabled; otherwise, they sync in your account’s default currency. Learn more.

What customization options are available? Can I map specific fields?

The integration supports granular field mapping. You can route data to the exact fields you choose, including custom fields.

How are refunds handled?

Refunds issued in Fundraise Up automatically sync to Salesforce, updating the related records so your CRM always reflects the correct donation status.

See Fundraise Up’s innovative features in action

Talk to our digital fundraising experts about how Fundraise Up can elevate your organization’s donor revenue.

Request a demo