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Fundraisers added to Salesforce

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  • Fundraisers added to Salesforce

    Hi all,

    Does the Salesforce integration track fundraisers as well as all the transactions? I see how individual donors are created as contacts and marked as participants in a given campaign, but what I'd really like to do is have a field for the people who are actually fundraising. This would make it easier for the next year to run a report for all the prior people who signed up to fund raise. We use an email campaign integrated into
    Salesforce so having all the good meta data in Connect isn't useful.

    Even better would be if the transactions are credited to the fundraiser, something like this:

    Campaigns fund raised for:
    2017 Walkathon
    2016 Walkathon

    Fundraising Totals
    1. 2017 Walkathon
      1. Total donations: $1200
      2. Total donors: 12
    2. 2016 Walkathon
      1. Total donations: $900
      2. Total donors: 8

    Naturally some dashboards/reporting would be a result of having that data.


  • #2
    Good day @EPIKproject

    Yes, we do track fundraisers as well as all the transactions. We have fundraiser contact field in Transaction and Opportunity object. You may pull the report based on that field.

    Hope that helps. Let us know if we can be of any further assistance.
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