Salesforce Integration

Once you setup your connection to your Salesforce account, you can begin transferring donation and donor information to your Salesforce account.  

You can transfer donations for each campaign either as a group or individually, one at a time.

In Salesforce, donations are generally linked to a "campaign," particularly for accounts with the non-profit pack installed. You can utilize the BetterUnite integration page to set up the "target" Salesforce campaign for each BetterUnite campaign, allowing you to align each one with a specific Salesforce campaign. This ensures that all donations for a particular campaign are directed to the correct destination. This configuration can be modified at any time, with changes affecting all subsequent sync actions.

See sample page below once a connection is established. Observe the feature to associate each BetterUnite campaign/event with a Salesforce campaign.

After updating the mapping for a campaign, press the "Save Mapping" button to finalize your changes.

Once you've configured the mapping for a campaign, select the Sync button to access the transactions for that campaign along with your synchronization options.

The image below illustrates potential views of the sync page, highlighting the following actions:

1) Sync All: click this button to sync all eligible transactions in this selected campaign

2) The search icon next to the donor's name: click this icon to conduct a preliminary search for the contact in Salesforce. This will show you which "donor" record the donation will link to if you choose to sync it. If there are multiple matches, the system will display a dropdown list of potential donors for you to select from. Note: this preemptive search is optional and serves as a helpful tool if you're curious about the sync results, especially donors if that donor might be duplicated in your Salesforce account.

3) Click the "Sync" button to sync an individual donation.

4) Whether you sync a donation one at a time or in batches, each synchronized donation will show the donation record reference number from your Salesforce account, and the button will provide a direct link to view that donation record in Salesforce.

 

Additional Options

The synchronization details provides some additional options for you to consider in some cases.

1) "Do Not Sync" status:  you can designate a donation as Do Not Sync to prevent it from being included in any bulk synchronization actions. This will also "hide" these transactions from your immediate sync view.

2) "Do Not Sync" all $0 transactions: In certain situations, you might choose to exclude all $0 transactions from synchronization, and you can apply this status update in bulk using this option.

3) "Reset Sync Status": Once a donation is sync'ed, you can undo the sync status and make the donation eligible to be sync'ed again. This may be useful in some cases where you make an adjustment in Salesforce and you need to re-sync a donation you have previously sync'ed.

4) Filters: The dropdown menu enables you to see donations in different sync statuses. The default view, "All Eligible," includes all donations in this campaign that are not marked as "do not sync."

5) Transaction Date Range: The date is initially set to 30 days prior to today to help filter and display only recent donations. You can adjust this setting if you haven't synchronized in a while to view the complete list.

 

General Options

On the BetterUnite Salesforce integration page, once you have completed your connection setup, you will find the following options:

1) Remove Connection:  you can remove your Salesforce connection at anytime. This does not remove donations and does not update any status information for donations that were already sync'ed. It simply removes the information your provided BetterUnite when you setup your connection (i.e. domain name, consumer key and secret, and sync options).

2) Sync Options: accessed via the below link, Sync Options provides 2 options shown below:

 

a) Sync Amount: This option specifies which specific amount should be synchronized for each donation. By default, the original amount (e.g. the donor's initial total of $100 before any fees are added) is synchronized. However, you can modify this option at any time, and it will affect all future synchronization actions across all campaigns.

b) Sync Itemized: This option is designed for uncommon scenarios where you might need to generate an individual donation record for each line item and any associated fees. For instance, if a donor buys two tickets, a giving level, and makes a donation in a single transaction, the integration would create three distinct donation records in Salesforce.