OneCause Integration for Salesforce®

OneCause has developed an integration for your OneCause Mobile Bidding activity data with your Salesforce.com CRM.

This connection with the OneCause software and Salesforce allows you to seamlessly transfer donor data safely and securely. That means you can directly import and export supporters/contacts between OneCause events/campaigns executed on our Mobile Bidding solution and your organization’s Salesforce database!

 

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Our goal is to make it as easy as possible for you to use your data. This allows you and your organization to…

Save even more time. Skip manually exporting your Salesforce contacts by uploading them as supporters in OneCause Mobile Bidding. Now, with a few clicks, your data is seamlessly transferred and ready for your event or campaign.

Continue to keep your data secure. You can rest assured that this integration supports the highest level of security best practices and has been thoroughly tested by both the OneCause and Salesforce teams.

Scale your event data without scaling your budget. This integration is designed to work with large data sets. The best part is that it’s included at no charge with your Mobile Bidding subscription!

Keep your data up to date. CRM data cleaning can be incredibly time-consuming and expensive. This integration eliminates much of that expense. When importing your OneCause supporters into Salesforce, this connection offers two options:

  1. Add new contacts (supporters that were not previously recorded as contacts in Salesforce) or
  2. Make changes to existing Salesforce contacts by updating as much or as little data as necessary with the supporter data from your most recent OneCause event.

This is incredibly beneficial since you’re already collecting current supporter information through your OneCause event registration and checkout processes. Use your event as the data cleaner it is!

OneCause supporters that were exported from Salesforce will be tagged with the Salesforce ID field, easily linking them to the corresponding Salesforce contact. If a given field is blank for a OneCause supporter with a matching Salesforce contact, the field on the Salesforce contact will NOT be overwritten upon import.

Our engineers are currently working on even more functionality – stay tuned for future updates!

We’ve gathered a few additional resources for you to help inspire your use of the OneCause Fundraising Software:

  1. Complete Buyer’s Guide to Nonprofit Fundraising Software
  2. Your Checklist to Drive Deeper Engagement with the OneCause Fundraising Platform
  3. Measuring Nonprofit Event Success & Understanding the Analytics

Install the Salesforce Integration.

Already a OneCause and Salesforce client? Connect with your Customer Success Manager to find more details about how to implement this connection via Salesforce authentication.

Ensure you have installed Salesforce’s Nonprofit Starter Pack, version 3.0 or newer for the most up-to-date installation.