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Overflow

Overflow is the philanthropy platform for today

Overview

The Overflow App helps you keep your data in one place by allowing you to import your Overflow donation and donor data into Salesforce.

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  • UPGRADED AUTOMATIONS: Contributions now flow into Salesforce and map automatically to Salesforce Accounts, Contacts, and Opportunities hourly.

  • ENHANCED CONTRIBUTION DATA: "Payment Method", "Frequency", and "Recurring Frequency" are now included in each Overflow transaction in Salesforce and are available for custom mapping in the mapping editor.

  • THOROUGH ERROR HANDLING: Upgraded Overflow logs to show each contribution created and updated in Salesforce. Redesigned Home Tab shows transactions which have not been mapped to Salesforce Accounts, Contacts, and Opportunities.

The Overflow App allows your nonprofit 501(c)3 organization to retrieve your donation and donor data that lives on the Overflow platform and convert it into your existing objects for Opportunities, Accounts and Contacts in Salesforce. You will be able to map particular properties from Overflow data into the Salesforce fields of their choice using our Mapping Editor as well as set default values for other fields. Recurring jobs can be scheduled to regularly import the Overflow data.

Categories

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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package