Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Tiltify
Fundraising Data Integrated to Salesforce
Overview
Get your mission-critical fundraising data from Tiltify into Salesforce and offer your organization’s staff a more complete view into the activities of your fundraisers, donors, and events.
Flexible mapping for User, Event, Campaign, Donation and Team data.
Schedule your Tiltify for Salesforce data import for the time of day that best fits with your other Salesforce data migration solutions.
Compatible with all Salesforce editions including Professional, Enterprise and Unlimited, and the Nonprofit Starter Pack App.
Tiltify’s Salesforce integration allows you to schedule your data import at the time best suited for your organization’s needs The Salesforce data integration provides charities with a one-way sync from Tiltify into Salesforce that brings over Donor & Fundraiser contacts, Teams, Donations, Fundraising Events and Campaigns. Some functional highlights include: • Leverages Schedulable Apex to run data imports on a defined cadence • Connects to Tiltify’s public API based on saved credentials and configuration • Built-in permission checking to prevent overwriting of protected data • Logging engine to preserve detailed records of inbound and outbound call payload • Logging limits to prevent logs from using up more data storage than desired Tiltify’s Salesforce integration has passed Salesforce security review and is listed in the SF App Exchange. Can be licensed by any charity with an active, published account on Tiltify. Configuration page supports: • Setting credentials for callouts • Selection of field mapping from Tiltify Objects to Salesforce Objects • Scheduling of Imports/Deletions
Categories
- Business Needs
- Analytics
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package