How to Integrate PhoneRaise with Salesforce

Login to your PhoneRaise account by going to app.phoneraise.com on a desktop.

  1. 1. From a PhoneRaise Campaign click on Campaign Settings

    From a PhoneRaise Campaign click on Campaign Settings

  2. 2. Click on Third-party apps

    Click on Third-party apps

  3. 3. Click on Select a CRM and select Salesforce

    Click on Select a CRM and select Salesforce

  4. 4. Click on LOGIN TO SALESFORCE

    Click on LOGIN TO SALESFORCE

Login | Salesforce

  1. 5. login to your Salesforce account

    Salesforce login will open in a new tab

    login to your Salesforce account

  2. 6. Once you have logged into Salesforce, the tab will close, and it will say Salesforce Connected.

    Once you have logged into Salesforce, the tab will close, and it will say Salesforce Connected.

  3. 7. Click on Enable Dynamic Data Sync to sync your connected data

    Data will update in PhoneRaise every 24 hours

    Click on Enable Dynamic Data Sync to sync your connected data

  4. 8. You can choose to dynamically add new contacts in PhoneRaise

    If a new name gets included in a report in Salesforce that name will be brought into PhoneRaise with the relevant data.
    Note: If a name is removed from a Salesforce report, it will NOT be removed from PhoneRaise unless you manually remove it.

    You can choose to dynamically add new contacts in PhoneRaise

  5. 9. Allow Completed Touchpoints in PhoneRaise to be added as activities in Salesforce

    By turning on Create Activities and Notes in Salesforce any note or completed touchpoint will be added into Salesforce. The completed touchpoints will show up in activities and the notes will be displayed in the notes section in Salesforce.

    Allow Completed Touchpoints in PhoneRaise to be added as activities in Salesforce

  6. 10. Turn on Create Notes as activities if you would like the notes to show up as an activity instead of the note section.

    Turn on Create Notes as activities if you would like the notes to show up as an activity instead of the note section.

  7. 11. Click on SAVE

    Make sure to click save on the top right.

    Click on SAVE

  8. 12. Click on IMPORT/UPDATE FROM SALESFORCE

    Click on IMPORT/UPDATE FROM SALESFORCE

  9. 13. Click on Add Contacts and select Salesforce. Then Select Import from Salesforce

    Click on Add Contacts and select Salesforce. Then Select Import from Salesforce

  10. 14. Select Import From Report

    We suggest preparing a report with relevant fields to bring into PhoneRaise. Reports can be dynamic and based on past giving history. If the Sync option is turned on, PhoneRaise will update with the most recent report data every 24 hours.
    To see suggested data to include in a report, click here.

    Select Import From Report

  11. 15. Choose the report to connect or enter the Salesforce Report ID

    Choose the report to connect or enter the Salesforce Report ID

  12. 16. Click on Retrieve Data

    Click on Retrieve Data

  13. 17. You can now map the Salesforce Fields with the PhoneRaise Fields

    PhoneRaise will attempt to match the standard fields automatically. You can map and add any custom fields from the Salesforce report. If do not wish to include a field from Salesforce in PhoneRaise leave the default option (select a Salesforce Column)

    You can now map the Salesforce Fields with the PhoneRaise Fields

  14. 18. When finished click on Import Data

    When finished click on Import Data

  15. 19. You can Sync your data with Salesforce at any time by clicking Update from Salesforce

    This is helpful if you know your report was has new information but you do not want it to wait for 24 hours for it to automatically update.

    You can Sync your data with Salesforce at any time by clicking Update from Salesforce