WHAT CAN YOU DO WITH A FUNRAISE & SALESFORCE POWERHOUSE COMBO?
- Use Salesforce 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
TO GIVE YOU AN IDEA, HERE’S A SMALL LIST OF DATA THAT FLOWS TO SALESFORCE
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
