Salesforce NPC integration and event data
The Salesforce Agentforce Nonprofit Cloud (NPC) integration syncs data from Peer to Peer, Ticketed, and Registration with Fundraising campaigns so you can track your attendees, registrations, fundraisers, and donors. This guide will cover where to find and maintain this data in your Nonprofit or Education Cloud instance.
For Live Events:
Live Events data syncs to GoFundMe Pro first and then to Nonprofit or Education Cloud if you have an active Salesforce Fundraising integration.
Attendee and fundraising data
The Salesforce NPC integration creates a GFM Pro Related Entity record when an attendee registers for your event or creates a fundraising team or page. A Person Account is not automatically matched or created for attendees, but their name and email is stored in the Related Entity.
To capture these fields, turn on the First Name, Last Name, and Email custom questions for attendees within your GoFundMe Pro campaign settings. Without this information, the integration cannot match or create Person Account records.
What should purchasers do if they don't have all the information for each attendee they are registering?
In this case, we strongly recommend that explicit directions are placed in the details of each ticket/registration asking the donor to use a placeholder First Name and Last Name for each attendee.
For example, if Alex Harjo wants to register two other attendees, they can use mostly the same info for each person, but name their guests’ first names Alex1 and Alex2.
This ensures Salesforce creates a unique Person Account record for each attendee. You can update the attendee records later on.
Create attendees
On the Campaign record, use the GFM Pro Attendee Creation Job to create a Person Account for every attendee, using the data from the GFM Pro Related Entities. The job uses the Attendee First Name, Attendee Last Name, and Attendee Email fields on the Related Entity to find an existing Person Account record or create a new one based on the results of your matching rules.
To add the button to your Campaign page layout:
- Select the Salesforce gear icon > Edit page
- In the left menu, scroll to the bottom to find AttendeeCreationButtonWithProgress and drag it to your desired location on the page
- Select Save and activate the layout
Ticket and event purchases
Each ticket or registration purchase in GoFundMe Pro will create a GFM Pro Order Item record in Nonprofit or Education Cloud. Additionally, a GFM Pro Order Item will be created for any auction or fixed-price item purchases from Live Events. You can find the GFM Pro Order Item as a related list on the Gift Transaction.
Custom questions and answers
Custom questions from a GoFundMe Pro campaign and all associated answers will create a GFM Pro Answerable Entity record. This applies to all custom questions asked during checkout, registration, or creation of a fundraising team or page.
The Answerable Entity record will show whether it is for a custom question or answer and the records can be found related to the Campaign or Gift Transaction objects.
Tip: There is no field mapping tool in the Salesforce NPC integration. But, you can map custom answers using our Field Mapping Utility available in Salesforce Flows.
Troubleshooting errors
If a record failed to sync or an error occurred during the GFM Pro Attendee Creation Job, you can find more information in the GFM Pro Log object. Here, each GFM Pro Log record will contain details related to the cause of the error. We recommend you add the following fields to the GFM Pro Log layout:
- Entry Type: Tells which type of object failed
- GFM Pro Entity ID: The GFM Pro ID of the object that failed
- Message: The reason the object failed
For assistance with analyzing the errors and resyncing data, please reach out to the Care team.
Frequently asked questions
Where can I learn more about custom objects?
The Salesforce NPC integration objects and fields article contains an attached spreadsheet that provides a description of each available field on the objects.
How can I sync my event data from before the Salesforce NPC integration was installed?
Any GoFundMe Pro data from before the integration was set up will not sync to Salesforce at this time. Request help to have our Care team sync historical data for you.