OnlineFundraising and Salesforce Connector

Highlights

• Guided integration setup and configuration The Connector provides guided setup, intuitive data mapping, historical data migration, and flexible sync options, allowing fast configuration and immediate, seamless data synchronization.
• Manage Contacts, Payments, Subscriptions, Agreements, and Transactions Bind any Salesforce object to OnlineFundraising and map fields with ease to support a smooth and complete data transfer.
• Simple one-click data migration and sync options • Easily migrate historical data from OnlineFundraising to Salesforce • Enable automated sync of such Salesforce objects as Contacts, Payments, Subscriptions, Agreements, Transactions in real time
• Payment Cancellation Directly from Salesforce Empower your team to cancel payments directly within Salesforce – no need to switch platforms. Once a payment is cancelled, the status is automatically updated in OnlineFundraising.
• Flexible Subscription Management Manage subscription statuses directly in Salesforce. For active plans, cancel or place them on hold with full tracking of change reasons, ensuring transparency and complete lifecycle control.
• Donor Agreement Adjustments in Salesforce Make real-time changes to payment amounts or contribution schedules with full visibility. Every adjustment is logged, ensuring clarity and accountability across all touchpoints.
• *This service does not include additional data mapping, deduplication, or custom development (though available upon request).