Salesforce

Salesforce Integration Basics
Overview RallyBound features deep Salesforce integration, allowing organizations to track their RallyBound records and information in Salesforce. ...
Wed, 25 Jan, 2017 at 5:07 PM
How to connect your Salesforce account in RallyBound
Please follow the below steps to connect your Salesforce CRM to the RallyBound platform. The RallyBound Salesforce app pushes all fundraising data to your d...
Tue, 7 Oct, 2014 at 6:03 PM
Donations are missing from Salesforce/Causeview but show on RB.
Occasionally there can be sync errors when donors/contacts are deleted or merged in Salesforce and we still reference the old data. To correct this, you ...
Tue, 17 Jan, 2017 at 2:21 PM
Pricebooks and Products
RallyBound will push product information into Salesforce leveraging the standard pricebook and products feature. Ticket Purchases may be mappe...
Sat, 21 Jan, 2017 at 8:22 PM
Registration Fees in Salesforce
RallyBound passes registration fees as opportunities (in much the same way as donations), with the registrant being recorded as the donor. By default, regis...
Thu, 26 Jan, 2017 at 7:14 PM
Campaigns in Salesforce
When setting up your Salesforce integration, there are two general ways to determine how to sync campaigns, teams, and personal fundraising pages. Me...
Wed, 25 Jan, 2017 at 4:58 PM
RallyBound Salesforce Packages
RallyBound Fields Package (Custom Fields) allows for better integration for pushing your custom fields and custom mapping into Salesforce. RallyBound Ap...
Thu, 29 Jun, 2017 at 11:36 AM