FUNRAISE & SALESFORCE FUNDRAISING INTEGRATION: WHAT CAN YOU DO?
- Use fundraising integrations with NPSP
- Use Salesforce standard objects
- Create reports and dashboards in Salesforce to show fundraising data
- Send info on donor, donation, campaign, fundraiser, tasks, and interactions to Salesforce
- Use parent & child campaign rollups
FUNRAISE DATA THAT FLOWS TO SALESFORCE FUNDRAISING SOFTWARE
Contact information and demographics
- Name
- Email
- Address
- Phone
- Tags
- Wealth scoring
- Total Donation Amount
- Total Donation Count
- Last Donation Date
- First Donation Date
- Total Soft Credit Amount
- Total Soft Credit Count
Donation data
- Amount
- URL
- Form name
- Dedication info
- Notes
- Tags
- Allocations
Campaign data
- Member roles
- Fundraiser page data
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