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OnlineFundraising and Salesforce Connector

OnlineFundraising and Salesforce Connector

Overview

✦ Set up and configure the solution fast with guided steps ✦ Synchronize critical data between OnlineFundraising and Salesforce 🎁 Free installation service with up to 4 hours of setup, configuration, and launch (upon request)*

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  • Guided integration setup and configuration The Connector provides guided setup, intuitive data mapping, historical data migration, and flexible sync options, allowing fast configuration and immediate, seamless data synchronization.

  • Manage Contacts, Payments, Subscriptions, Agreements, and Transactions Bind any Salesforce object to OnlineFundraising and map fields with ease to support a smooth and complete data transfer.

  • Simple one-click data migration and sync options • Easily migrate historical data from OnlineFundraising to Salesforce • Enable automated sync of such Salesforce objects as Contacts, Payments, Subscriptions, Agreements, Transactions in real time

  • Payment Cancellation Directly from Salesforce Empower your team to cancel payments directly within Salesforce – no need to switch platforms. Once a payment is cancelled, the status is automatically updated in OnlineFundraising.

  • Flexible Subscription Management Manage subscription statuses directly in Salesforce. For active plans, cancel or place them on hold with full tracking of change reasons, ensuring transparency and complete lifecycle control.

  • Donor Agreement Adjustments in Salesforce Make real-time changes to payment amounts or contribution schedules with full visibility. Every adjustment is logged, ensuring clarity and accountability across all touchpoints.

  • *This service does not include additional data mapping, deduplication, or custom development (though available upon request).

Addressing Common Business Challenges: ✓ Seamless data integration between Salesforce and OnlineFundraising. ✓ Centralized management of fundraising payments and payment cancellations directly in Salesforce. ✓ Full support for migrating historical fundraising records. ✓ Removal of manual processes and reduction of duplicate data across systems. ✓ Real-time data accuracy at every operational and donor interaction point. ✓ Enhanced management of fundraising subscriptions and recurring agreements. Why Choose OnlineFundraising and Salesforce Connector? ✓Quick and easy setup: Get started in no time with the app’s intuitive setup process. ✓Flexible data mapping: Customize data connections to fit your unique business needs. ✓"Source of truth" configuration: Ensure consistency and accuracy for different objects. What Makes Us Different? The connector is the only solution available today that combines a step-by-step setup process with adaptable data mapping and syncing between Salesforce and OnlineFundraising, the subscription management platform built for charities. The solution delivers an intuitive, self-service experience and allows complete customization, enabling you to tailor the s

Categories

Business Needs
Marketing
Personalization
Dashboards & Reports
Personas
Business Operations Manager
Marketer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Salesforce Mobile

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