Neon Fundraise

As an official Salesforce ISV Partner, we've built our integration so that actions taken on your online fundraising website(s) will immediately create records within Salesforce. For example, when a supporter registers to fundraise, a Salesforce Contact record will be created and that Contact can be assigned to a Salesforce Campaign, based on your settings.

When a general donation to your nonprofit occurs, the Neon Fundraise app will also create a Contact for the donor as well as an associated Salesforce Opportunity for the donation amount. For peer-to-peer fundraising donations, the app will create a Contact and Opportunity, with a "hard credit" recorded for the donor and a "soft credit" recorded for the related fundraiser and/or fundraising team that was connected with the donation. Again, all of these donation records can be assigned to whatever Campaign the nonprofit sets.

In all these cases, before creating a record, the system searches for a match in Salesforce. Also, when Neon Fundraise finds or creates a record in Salesforce, the Neon Fundraise ID is stored on that Salesforce record in order to sync all future transactions.