Why don't I see my campaigns in the Salesforce integration?
If you've connected the Salesforce integration but don't see your campaigns when trying to use the Salesforce integration mapping rules, it's likely due to an issue with user permissions. For the integration to work properly and allow you to select Campaigns as an entity in the mapping rules, the connected Salesforce user must have "Marketing User" rights enabled.
To check and update the user permissions:
- Log in to your Salesforce account and go to the Settings menu
- In the "Quick Search" field, type "Users" and select the "Users" option from the results
- On the Users page, find the user account that was used to set up the Fundraise Up Salesforce integration
- Click on the user's name to open their profile
- In the user's profile, locate the "Marketing User" checkbox under the "General Information" section
- If the "Marketing User" checkbox is unchecked, click on the Edit button, check the box, and save the changes
By ensuring this setting is enabled for the connected user, you'll be able to properly access and map your Salesforce Campaigns in Fundraise Up's integration.
If you've followed these steps and still experience issues seeing your campaigns, please reach out to our support team for further assistance.