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DonorSearch 360io Salesforce Application
Connect Giving Inspiration to Giving Capacity
- Industries
- Nonprofit
- Business Need
- Collaboration
- Requires
- None
- Compatible With
- Sales CloudNonprofit Solutions
At DonorSearch, we combine giving history, mission-affinity, and wealth data to deliver your best prospects instantly. Now, you can conduct transformative prospect development right within Salesforce with the DonorSearch 360io app integration.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- 360io/Summer 2025 3.17.0
- Listed On
- 07/03/2018
- Latest Release
- 08/01/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsCommunity BuilderManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 8Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 3App Builder: 1Community Builder: 1
- Languages
- English
Security
Additional Details
THE PROSPECT DATA YOU WANT, WHEN AND WHERE YOU WANT IT PHILANTHROPIC GIVING: Measure donor affinity through charitable giving history to other organizations. WEALTH CAPACITY: Our wealth screening tools easily assess capacity for giving, accounting for real estate, business, and SEC holdings. ONE-CLICK PROFILES: In-depth prospect profiles created and imported with one click. SCREEN RECORDS FROM WITHIN SALESFORCE: 360io can run the list of prospects you select as a campaign, run the screening, and automatically load the results, even millions of records PROSPECT ON YOUR SCHEDULE: You determine when your names are automatically screened--so you have the info you need when you need it--like when you add new parents, patients, subscribers! USE THE CUSTOM SETTINGS PAGE TO MANAGE YOUR PROSPECTING WORKFLOW: Monitor remaining records available, choose background processing options and review current and previous DonorSearch projects. POWER MESSAGES FROM INTEGRATED MARKETING PLATFORMS: Use the giving by interest data in Salesforce to send automated messages from MarketingCloud or Pardot that highlight how their passions blend with your mission.
Need help?
DonorSearch by EverTrue
Indianapolis, Indiana, USA
DonorSearch offers one-on-one and group training/support with no additional charge. Our industry-leading Customer Success team is a driving force to our rapid growth and high client retention rate.