Salesforce base integration objects and fields
Note : GoFundMe Pro was previously known as Classy, so that name may still appear in custom objects, fields, and labels in Salesforce.
Note: This article covers our base (NPSP) integration. If you're using Nonprofit Cloud or Education Cloud, check out the Salesforce Agentforce Nonprofit Cloud (NPC) integration objects and fields.
GoFundMe Pro syncs data automatically to certain standard Salesforce objects and custom objects. The integration is either all or nothing, and it is not possible for only certain objects to sync.
All fields and descriptions
You can download a full list of fields and their descriptions from the file at the bottom of this article.
Important: Downloaded files don't get live updates. Check back regularly to make sure your file is up-to-date, especially after releases.
Standard objects
Once you set up the Salesforce integration, data will sync from that point forward. This section covers how GoFundMe Pro data will sync with the default Salesforce objects.
Contact
Whenever a Supporter record is created in GoFundMe Pro, it will create or look for a matching Contact in Salesforce. Supporter records are created in GoFundMe Pro when someone donates, signs up as a fundraiser, or purchases a ticket.
The sync between GoFundMe Pro and Salesforce happens in near real-time. You can also push changes on a Supporter record to Salesforce depending on your settings.
Account
Accounts are created whenever a new Contact is created. By default, that means each new donor, fundraiser, or attendee will be associated with their own Account. The name of the Account will be formatted with [First Name] [Last Name]. If GoFundMe Pro finds a matching Contact, they will maintain their existing Account association.
If NPSP is installed, the Salesforce integration will not create an Account. This lets NPSP create the Account according to your settings.
Note: The Person Account model is not supported. To use Person Accounts, use our Salesforce Agentforce Nonprofit Cloud (NPC) integration.
Opportunity
An Opportunity is created when someone submits a transaction such as a donation or ticket purchase. The default status will be Closed Won as GoFundMe Pro only syncs transactions with a Successful status. Transactions made with a bank transfer (ACH) will only sync after they have settled and have a Successful status. If you process a refund, only the Opportunity status will change to Refunded.
GoFundMe Pro will create the Opportunity with the currency that the transaction was settled in. The record will display to the user in the amount/currency based on the integration user's Salesforce settings.
Campaign
When you create a campaign in GoFundMe Pro (such as a donation form or peer-to-peer campaign), a Campaign is created in Salesforce.
A GoFundMe Pro Peer-to-Peer or Registration with Fundraising campaign becomes the Parent Campaign at the top of a Salesforce Campaign hierarchy. When someone creates an individual or team fundraising page, it will also create a child Campaign record with the name of that team or individual. Any individual or team fundraising pages become children of the parent Campaign.
Note: GoFundMe Pro campaigns cannot map to Salesforce campaign records that were not created by the integration. This is possible through the manipulation of fields, but please note that this is currently beyond our Care team's scope of support. We recommend reaching out to your Salesforce admin for further help.
Product
If you run an event with GoFundMe Pro, each ticket or registration will create a Product record in Salesforce. The title of the Product record will match the title of the ticket or registration in GoFundMe Pro.
You can view Products as a Related List on the Opportunity or on the Campaign. To do so, add the Products Related List to your Opportunity or Campaign page layout.
Custom objects
The Salesforce integration also creates custom objects when supporters complete certain actions.
GoFundMe Pro Recurring Donors
A GoFundMe Pro Recurring Donors record will be created in Salesforce when a donor starts a recurring donation in GoFundMe Pro and it has one successful transaction. The status of the recurring giving plan in GoFundMe Pro will be reflected on the record in Salesforce (for example, Active, Failing, or Paused).
If you use the NPSP extension, GoFundMe Pro data from the GoFundMe Pro Recurring Donors records can also be used to create and update NPSP Recurring Donation records.
GoFundMe Pro Recurring History
This object contains a history of changes related to a recurring donor in GoFundMe Pro. Example entries in the history include the creation of the profile, all successful and failed payments, and any account status changes. You can view this history as a Related List on the GoFundMe Pro Recurring Donors record.
GoFundMe Pro Custom Question
Each custom question in a GoFundMe Pro campaign creates a GoFundMe Pro Custom Question record in Salesforce. View these records as a Related List on the Campaign record in Salesforce.
Questions are configured in a GoFundMe Pro campaign for donors, attendees, or teams. Both the preset questions and any unique questions created manually are considered custom questions in GoFundMe Pro.
GoFundMe Pro Custom Answer
Answers to custom questions will appear as a GoFundMe Pro Custom Answer record. View GoFundMe Pro Custom Answers as a Related List to an Opportunity, Contact, or Campaign record. Answers from attendees will be shown on the GoFundMe Pro Related Entity record.
GoFundMe Pro Related Entity
A GoFundMe Pro Related Entity record is created for every attendee attached to a registration or ticket purchase. The record includes attendee information related to the Campaign, Fundraising page (if applicable), Opportunity, Contact, Custom Answers, and Products. You can find the record as a Related List on the Opportunity record.
GoFundMe Pro API Request
An API request retrieves data from GoFundMe Pro to sync to your Salesforce instance. GoFundMe Pro API Request records include helpful information about the status, actions (create or update), and the related object ID of the data transferred.
Each API request record contains the raw data coming from GoFundMe Pro. Any failed API requests contain an error message in the Log section describing the reason for the failure.
GoFundMe Pro Log
Used as a tool to see a log of all actions taken by the GoFundMe Pro integration, as well as Salesforce standard errors or GoFundMe Pro debugging information. You can turn this on in your Control Panel settings.
GoFundMe Pro Supporter
This object contains information related to the Supporter record in GoFundMe Pro and is found as a Related List on the StayClassy Contact record type. If you use a custom record type for the Contact object, manually edit the Related List section of your page layout to add the GoFundMe Pro Supporter record.
If the Use GoFundMe Pro Supporter information for Contact matching and creation setting is active in the Control Panel, this object is used for Contact matching or creation. During the matching or creation process, the GoFundMe Pro Supporter record will be linked to a Contact record.
GoFundMe Pro Designations
Program Designations created within GoFundMe Pro will sync to Salesforce as a GoFundMe Pro Designations record.
If you use the NPSP extension, Classy Designations are synced to NPSP General Accounting Units (GAUs) depending on your Control Panel settings.
GoFundMe Pro Source Code
Source codes let you track how supporters are being directed to your campaigns. If you use source codes when sharing your Campaign, the GoFundMe Pro Source Code record will be created as a Related List on the Opportunity.
Learn more about source codes.
GoFundMe Pro Temporary Data
This object contains temporary data that has not yet been converted into GoFundMe Pro API Requests. View this data by selecting the missing data results in the Data Sync Tool.