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Salesforce
29
Changelog
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7
Automatically sync Salesforce every 15 minutes
planned
Request from Robert Mulcahy (npsa) to speed up automatic syncs as one hour is too long when testing. Other vendors either sync in real-time or run batch sync every 15-30 minutes.
3
22
Implement Recurring Donation object in SF
in progress
4
14
Sync donor-covered transaction fee amount to separate field in Salesforce
in progress
6
6
Allow member to switch authenticating user within the Admin Portal
under review
1
10
Unique identifier
in progress
Would be great to push a unique identifier (think: confirmation number) to Salesforce to make it easier to reconcile what we have in GL with what we have in SF
4
9
Sync pending ACH donations and update the record once it’s cleared
under review
2
8
Allow admins to set org wide setting that allows GL P2P Fundraising Pages to be the SF Primary Campaign source for an SF Opportunity
planned
1
4
Exportable data for Salesforce syncs
Button to export data in a CSV file for synced Salesforce donations, similar to existing data "export" button for individual campaigns and all donations within timeframe in Give Lively platform.
1
8
Allow admins to set an org wide setting that lets me choose between using the SF Recurring Gift Model or loading each donation as a separate SF Opportunity as it comes in
in progress
1
10
Sync child campaign details to Salesforce
planned
Sync child campaign details to Salesforce. For P2P, softcredit the fundraiser.
2
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