Use custom fields to accurately transfer donor information from your RallyUp Campaign to your Salesforce account.

RallyUp's Salesforce integrations allow you to save donor information in your Salesforce account whenever someone takes action on your RallyUp Campaign. To ensure that all information transfers over correctly, you'll need to create custom fields in Salesforce that correspond to unique RallyUp identifiers. Once your custom fields are created, you can set up your RallyUp integration.

Before You Begin

• We recommend testing out your custom fields and integrations with a sandbox or developer Salesforce account first.

How do I create custom fields in Salesforce?

Follow the instructions in this Salesforce help article to set up your custom fields: Create a Custom Field. When you create your custom field, ensure you enable the External ID field:

What custom fields should I create?

We recommend creating the following custom fields:

• RallyUp Campaign ID
  • Each RallyUp Campaign receives a unique identification number when you create it. This helps Salesforce distinguish between different Campaigns, even if they have the same title.
• Participant ID
  • If you add Peer-to-Peer to your RallyUp Campaign and allow supporters to compete as individual Participants, each Participant receives a unique identification number. This helps Salesforce accurately track activity for each Participant, even if they have the same name.
• Team ID
  • If you add Peer-to-Peer to your RallyUp Campaign and allow Participants to compete in Teams, each Team receives a unique identification number. This helps Salesforce accurately track activity for each Team, even if they have the same name.

How do I set up a Salesforce integration in RallyUp?

1. Go to Settings in the left menu and select Integrations.
2. Go to Salesforce Transactions to store donor information, or go to Salesforce Peer-to-Peer to store Peer-to-Peer Participant or Team information.
3. Select View Integration.
4. Select New authentication. 
5. Your authentication name should automatically populate, but if you want to change it, you can enter a new authentication name.
6. Select an instance type. If you're using a sandbox account to test your integration, select Sandbox. If you're ready to set up your integration using your actual Salesforce account, select Production.
7. Select Create to connect your Salesforce account.
8. Select the RallyUp identifiers that correspond to each custom field:

The RallyUp identifiers you should select are RallyUp Campaign ID, RallyUp Team ID, and RallyUp Member ID.

8. When you're done, select Finish. When setup is successful, the integration will show a Connected status: