When setting up your Salesforce integration, there are two general ways to determine how to sync campaigns, teams, and personal fundraising pages.
Method 1: Campaign Hierarchy
This is RallyBound's recommended method. With this method, campaigns, teams, and personal fundraisers can be tracked in a nested hierarchy in Salesforce itself. The campaign or event itself will represent the top of the hierarchy, teams will be nested on the next level, and personal fundraisers will be within the teams.
There are multiple benefits to this method:
- All opportunities (donations) will be attributed to the relevant campaign, team, or fundraiser campaign in Salesforce
- All members associated with a campaign will be listed on that campaign as Campaign Members. This includes the fundraiser themselves, team captains, and donors to the campaign. In this way, donors can be tracked directly to a fundraising page or team.
- Both opportunities and members will bubble up the campaign hierarchy, so they can be reported on at any level.
If you'd like to select this option, in your Salesforce integration settings in the admin panel, choose "No" in response to the question "Create just a single campaign?"
You will then have the option to modify the team and fundraiser names. Leave these fields empty unless you want to prepend or append text to the name. If you do, you still must use placeholders (see here) to indicate the team/fundraiser name, or all your teams/fundraisers will sync with the exact same name. You can also set the team/fundraiser campaign type.
Finally, you can choose how Salesforce should handle fundraisers who are not associated with a team in the field titled "Parent Campaign for Solo Members". You can create a dummy campaign (on the team level) to contain these fundraisers, by entering what you want this dummy campaign to be named. Alternatively, you can leave this field empty, which will place the non-team fundraisers directly onto the top campaign.
Method 2: Single Campaign
This method is not recommended. In this method, only the RallyBound campaign itself is synced to Salesforce as a campaign. Teams are not synced at all (syncing teams in this method requires custom work), and campaign members cannot be tracked by their fundraisers or teams. Even with this method, it is still possible to view total raised by a fundraiser through the soft credit mapping object. One possible benefit of this method is that it may allow for easier reporting of global data directly on the campaign, for example, to view all members that have interactions with this campaign. This type of reporting is also possible in method 1.