Salesforce base integration and event data
The Salesforce base (NPSP compatible) integration syncs data from Ticketed and Registration with Fundraising campaigns to Salesforce so you can track your attendees, registrations, fundraisers, and donors. This guide will cover where to find this data in Salesforce and how to keep it clean with the Salesforce integration settings.
Using Live Events?
Data from Live Events syncs to GoFundMe Pro first and then to Salesforce if you have an active Salesforce base integration.
Transaction information
With our Salesforce base integration, every transaction in GoFundMe Pro syncs to Salesforce as an Opportunity. Additionally, each ticket or registration will create a Product record in Salesforce. The Product record can be found as a related list on the Opportunity, and the title will match the ticket or registration in GoFundMe Pro.
Tip
Add the Transaction Type field to your Opportunity page layouts to show the different types of transactions found in GoFundMe Pro and Live Events:
- Donation for a standard transaction, offline donation, text-to-donate, or paddle-raise donation
- Registration for a ticket or registration purchase (online or offline)
- Good for a fixed-price item
- Auction for a purchased silent and live auction item
Fee adjustment
A separate Fee Adjustment Product record is added to an Opportunity when your campaign uses Donor Covered Fees and Customer pays transaction fees is on in the campaign settings.
Attendee information
A GoFundMe Pro Related Entity record is created for every attendee on a ticket or registration purchase and can be found as a related list on the Opportunity object. The related entity record is helpful because it displays attendee information, answers to custom questions, related registrations, fundraising pages (if applicable), and it controls Contact matching for attendees through the integration.
For a full list of GoFundMe Pro Related Entity records, go to the GoFundMe Pro Control Panel V2 and select Reports to find the GoFundMe Pro Related Entities custom report.
Any edits made to an attendee in GoFundMe Pro or Live Events will sync to Salesforce and update the GoFundMe Pro Related Entity record.
Contact matching
The Salesforce base integration can create new Contacts or match to existing ones in your Salesforce instance, depending on your configuration. Follow our recommended setup to make sure each attendee, donor, or fundraiser is associated with a single Contact record. Otherwise, attendees will not be associated with their own Contact and can overwrite the purchaser’s Contact record.
Set up in GoFundMe Pro
For the integration to create new Contact records as expected, the First Name, Last Name, and Email address must be captured for all attendees. As long as one of these fields is unique, a separate Contact should be created in Salesforce.
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 Contact records in your Salesforce instance.
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 contact record for each of the attendees. You can update the attendee records later on.
Set up in Salesforce
In addition to capturing attendee names and email addresses, Enhanced Contact Matching (ECM) must be active to create individual Contact records. Turn this setting on in the Salesforce base integration by going to GoFundMe Pro Control Panel V2 and then Account & Contact Settings.
With ECM active, a duplicate and matching rule pair will also need to be active in order to return a potential match or create a new Contact record. For the best results with the integration, create a duplicate rule on the Contact object using Salesforce's Standard Contact Matching Rule. If you create a custom matching rule, GoFundMe Pro will only sync to certain Contact fields.
Note: If your organization does not use the ECM setting, the Salesforce base integration will only use the email address as the default matching criteria. If the same email is used for each attendee, this can cause a Contact record to be updated multiple times with the attendees' information.
Prevent attendee Contact creation
For Ticketed campaigns, the Salesforce base integration lets you prevent the creation of Contact records for attendees until you are sure all attendee information is correct. This is useful if you have purchasers register multiple attendees with the same information or if you need to update information later.
To turn this setting on, go to Campaign settings in the GoFundMe Pro Control Panel V2 and toggle on Prevent Attendee to Contact Creation for Ticketed Events.
Note: This is an organization-wide setting that applies to all Ticketed campaigns.
When the setting is on, Opportunities and Contacts for the main purchaser will still be created along with the GoFundMe Pro Related Entity for each attendee, but attendee Contacts will not be created or matched. Instead, the attendee’s name and email information will sync to fields on the GoFundMe Pro Related Entity, and any change made to the Attendee record in GoFundMe Pro or Live Events will update these fields.
Important: This setting only works for Ticketed campaigns. If your Salesforce campaign record lists another campaign type, you'll need to change it.
Create attendee Contacts
Once your attendee data is correct, use the Create Attendees as Contacts setting to sync it to Salesforce. If a GoFundMe Pro Related Entity does not already have a Contact associated in the GoFundMe Pro Member field, a Contact will be created or matched from the GoFundMe Pro Attendee First Name, GoFundMe Pro Attendee Last Name, and GoFundMe Pro Attendee Email fields. Note: This will not update a Contact if one is already set in the GoFundMe Pro Member field on the GoFundMe Pro Related Entity.
To start the Contact creation, use the Select Campaigns for creating Contacts dropdown to choose which GoFundMe Pro campaigns you want to sync the attendee data. You must select at least one campaign from the dropdown and can select up to five campaigns at a time.
Campaign Member and Contact Roles
Your attendees, donors, and fundraisers are assigned a status on the Contact Role and Campaign Member objects. They will have a different status depending on the GoFundMe Pro campaign type:
| Campaign type | Contact Role | Campaign Member |
|---|---|---|
| Ticketed |
|
|
| Registration with Fundraising |
|
|
Ticketed campaigns
- For each unique Contact created for an attendee, one Campaign Member will be created and associated with the top level campaign. That Campaign Member status will be Attendee
- For the purchaser, the Contact will have a Campaign Member created with the status of Donor
- If there is an attendee that is also the purchaser, the Campaign Member will be Donor and there will also only be one Contact Role set as Donor. However, the status will be set to Attendee if the Add Donor as Campaign Members setting in the Control Panel is turned off.
Registration with Fundraising campaigns
- If there is an attendee who is also the purchaser, the Campaign Member will be Donor, and there will also only be one Contact Role set as Donor. A status of Fundraiser is set if the Add Fundraiser to Parent Campaign setting in the Control Panel is turned on.
- For all fundraisers who join a team, they will get assigned the Campaign Member status of Team Member
- During registration, the person who creates a team and is selected as the captain will get assigned the Campaign Member status of Team Captain
Note: Using Automatic Campaign Member Management in Salesforce's NPSP settings will create campaign member statuses according to NPSP configuration.
Frequently asked questions
An attendee record was updated, overwriting the main purchaser’s Contact record. How can I fix this?
If a change to an attendee record updated the wrong Contact record, then that means a separate Contact record wasn’t initially created. This happens when the main purchaser and attendee share the same information at the time of purchase.
To fix this:
- Make sure your settings match our guidelines outlined above
- Delete all GoFundMe Pro Related Entities from the Opportunity associated with the purchaser and attendee
- Delete the Opportunity
- Revert the changes
- Make sure the attendee information is unique
- Use the Data Sync tool to re-sync the transaction
I’m missing registrations in Salesforce. Why did they not sync?
Some data can fail to sync to Salesforce for a variety of reasons. Learn how to troubleshoot missing data in Salesforce and sync it successfully.
I set up a custom mapping for attendees' answers but they didn't map. Can I fix this?
Yes! If custom answers for attendees didn't map to your fields, delete the Opportunity record and sync the transaction again using the Data Sync tool.