Salesforce Integration Version 1.45
Summary
Rallybound Version 1.45 added a few new features to track Recurring Donations and minimize duplicate records.
What's New
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New integration with NPSP Recurring Donations including future pledged donations.
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Basic and advanced settings.
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Includes Open-ended and fixed-length Recurring Donations.
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Creates future pledged Opportunities.
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Added custom field lookup "Rallybound Recurring Donation ID" to find the correct Recurring Donation object
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Integrated Salesforce Duplicate Management Set to Rallybound Duplicate Management system to allow for improved contact matching.
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Now available to match Contacts by:
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Email
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Email OR exact first and last name
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Email AND exact first and last name
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Salesforce Duplicate Management Set
Improvements
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Enhanced Salesforce Integration settings panel to display options based on the version installed by clients in order to improve clarity.