Overview
Neon Fundraise features deep Salesforce integration, allowing organizations to track their records and information in Salesforce.
With this integration, all your peer to peer fundraising data is automatically synced to Salesforce, placing it right alongside the rest of your organization’s contact information.
Details
Neon Fundraise integrates with native Salesforce objects and fields, as well as whatever nonprofit add-on you might have, including Salesforce’s own Nonprofit Success Pack, roundCause, and NGO Connect. Neon Fundraise exports standard and/or custom objects and fields, allowing you to personalize the integration for your organization’s unique setup. You can also choose to export custom registration fields and forms that you have set up with Neon Fundraise. Listed below are the default objects Neon Fundraise exports into Salesforce:
| Neon Fundraise Object | maps to | Salesforce Object |
| Donation | > | Opportunity Gift and Payment objects |
| Registration | > |
Depends on configuration, see here |
| Ticket Purchase | > |
Pricebook Entry (click here for more info) |
| Donation Pledge | > | Opportunity (with "Pledged" stage, only if SF instance is configured to support pledge stage) Gift and Payment objects |
| Credit Charge | > |
|
| Registrant | > | Contact Account (depending on how Accounts are used) |
| Campaign Team Fundraising Page Personal Fundraising Page |
> | Campaign There is an option to list Campaign > Team > Fundraiser in a hierarchy (recommended), or to just map the top-level campaign and omit fundraising pages entirely. |
| User Involvement in a given campaign |
> | Campaign Member This is a Salesforce mapping object in which one can track how a user interacts with a specific campaign: whether the user is attending, is fundraising, has donated, is on a team, is a team captain, etc. |
| Donor | > | Opportunity Contact Role This applies when Accounts are not being used as a one-to-one match for Contacts. |
| Fundraiser/Solicitor of Donation (also known as Soft Credit) | > | Opportunity Contact Role Solicitor These are mapping objects in which one can track the identity of the solicitor (i.e., the fundraiser) on a given donation. |