Every Funraisin site comes with the ability to sync it's data directly to Salesforce, right out of the box with no additional charges or development needed.

This article aims to show you the steps required for setting up your Salesforce sync.

Overview

The Funraisin Salesforce integration comprises of a one-way sync from Funraisin to Salesforce that operates on a schedule. This schedule is generally set at hourly however we are able to alter this on request for a less frequent sync.

As part of the standard integration you will be required to install a managed package (See below), we can provide links for the package installation or you can provide us with access to your Salesforce account and we can install it on your behalf.

For custom integrations this might not be needed.

Version & Compatibility

The Funraisin integration is compatible with the Salesforce Not for Profit pack using household accounts. If you do not support this or do not support household accounts we are still able to sync but we will create accounts automatically for all contacts. The current version is 1.9

De-Duping

As records sync, de-duping will occur for all Contacts and Accounts to try to avoid duplicate records. De-duping on Contacts will check for an existing match on First name, Last name and Email address. De-duping on Accounts will check on Account name.

If you have your own additional matching rules in place this may affect our ability to create contacts.

ID Handling

All Funraisin objects support a field known as “External CRM ID” which is used to store the IDs from external data sources. As data syncs to Salesforce, the Salesforce ID for each object is stored in our own External CRM ID for that object so that you are at any time able to edit an ID within your Funraisin platform.

It is vital that when you merge or delete any record in Salesforce, that you also then update the related record in Funraisin otherwise you will see errors in your error log around "insufficient access to ID xxxxxxx" etc

Limits

The Funraisin > Salesforce sync uses the Salesforce SOAP API so each record that is synced will use at least 1 API call but often a single record will require 2-3 API calls depending on the data being synced.

A site catering for example 10,000 transactions per day could typically require up to 30,000 API calls per day.

Should an API limit be hit when syncing, the sync will retry later which depending on the schedule this could be with an hour or the next day.

Support

For all Salesforce related support enquiries please pop in a support ticket in your Funraisin admin.

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Custom Fields

For mapping non-standard data such as custom questions that might be asked during registration, or fundraising / fitness related data that doesn't fit into the standard Salesforce data model you are able to add additional custom fields to your standard objects and map them via your Funraisin login.

Simply choose the data source e.g. donor, fundraiser, team, registration which each maps to a specific object e.g. contact, campaign, campaign member. Add in your API field name and select the data you want us to send to that field and we will do the rest.

Error Handling

Any error encountered whilst we are trying to sync data to Salesforce will be logged in your platform, along with the actual payload of data we were attempting to send. You can monitor these errors in Funraisin > Salesforce > Error Log.

Please note that we will comtinue trying to sync your data for as long as there is data needing to be synced, so any errors encountered will simply repeat every hour until they are corrected. This can sometimes make your errors seem more than what they actually are, often it is only a few records that need correcting but due to all the connected records it might appear to be a lot more in your error log.

Our advice is to monitor your error log every few days and then also clear out all errors every few days so you can be assured to be only dealing with the latest ones.

Where possible we will also display Salesforce errors in other parts of the admin where they might relate to. For example if you are viewing a donation record or a transaction record in the admin you will notice a Salesforce errors tab, any errors we encountered related to the record you are looking at will also be displayed here.

Common Errors

Below are some of the more common errors you may encounter.

INVALID_OPERATION_WITH_EXPIRED_PASSWORD: The users password has expired, you must call SetPassword before attempting any other API operations

This generally means that the account you are using to connect with has an expired password. You will need to reset the password in Salesforce and then enter this password, PLUS the new security token into the fields provided in Funraisin > Salesforce > Account

Insufficiant Rights to ID xxxxxxxxxxx

This is the most common error and is Salesforce's way of telling you that one of the IDs we are using is no longer valid. Usually this means that the ID we have on file is old and the most  common cause is that a record has been merged or deleted in Salesforce and not updated in Funraisin. To clear this error you will need to check all related IDs and make sure they do in fact exist in Salesforce and if they don't, update them in Funraisin.

Unable to find Account ID xxxxxx

This is an error from Funraisin not Salesforce and this is telling you that we are not able to sync the record in question as we don't yet have an Account ID on file for the connected record. This will only ever appear wyen trying to create Opportunities and as mentioned, this is usually a temporary error since we generally get the Account ID for any contact on the second sync. The first sync is when we create a contact and then the second snc is usually when we retrieve the household account so usually this error can be ignored. If however you notice this same error appear repeatedly for the same transaction, that then means that we have not yet been able to create the Contact so that would then mean you would need to look into why and look for any other errors related to the donor or fundraiser etc

Which Record?

This is from Salesforce and it is telling you that when we tried to create a Contact there were multiple matches found that fall outside of our standard de-dupe rules and it is asking us which contact we'd like to use. This means that you have additional matching rules in place in your Salesforce account and this is most likely going to stop us from syncing some contacts so our advice is to remove these rules and allow us to use our standard re-dupe matching rules whcih is first name + last name + email address.

Record Types & Campaign Heirachy

Within Funraisin you can manage various Record Types and the Heirachy of some of your Campaigns allowing you to control to some extent the parenting of your Campaigns.

Opportunity RecordTypes

To administer recordtypes for different opportunities or transactions simply navigate to Funraisin > Salesforce > Record Types and here you will be able to add in the RecordType IDs for each transaction type e.g. donation vs entry fee vs merchandise etc

Campaigns and Campaign Members

For managing recordtypes for Campaigns such as Teams and Organisation Pages and Fundraising pages etc these can be set within the event, simply navigate to Funraisin > Events and edit the event you wish to set the recordtype for and then under General Settings you will see a Salesforce tab which contains fields allowing you to enter in the Recordtype IDs for team and individual based entries (Campaigns and Campaign members)

For DIY fundraising these same settings are managed from within the DIY theme itself.

Campaign Heirachy

For managing campaign parenting, most of it is already covered via the sync, for example if you were to register for an event and be part of a fundraising team then your own fundraising page campaign would be automatically parented to your team campaign which itself would be parented to the event campaign. However with DIY fundraising it works differently, since the event doesn't exist until someone signs up and creates one you can control what campaign all DIY events are parented to simply but editing the DIY theme and in theme settings scrolling down to the Salesforce section where you can add in your Parent IDs