CRM
Salesforce
Enterprise CRM sync for unified donor records
For organizations using Salesforce, Gratona provides configurable mapping and sync workflows for supported donor, recipient, donation, campaign, and interaction records. Dry runs, selected sync directions, reconciliation, and visible failures help administrators review the integration before broad rollout.
Configurable
Supported sync directions by record type
Mapped
Available Salesforce and Gratona fields
Dry run
Review planned changes before execution
The Problem
When Salesforce and the sponsorship platform use different objects, identity rules, and update authority, donor and program context can drift between systems.
The Solution
Gratona's Salesforce integration lets administrators choose supported mappings and sync directions, dry-run them, and reconcile exceptions without treating every field or object as automatically interchangeable.
Getting started
- 1Install the Gratona Salesforce package
- 2Authenticate with OAuth
- 3Map fields between platforms
- 4Configure sync frequency
Key features
Who uses this
Major Gifts Officer
Review the donor, sponsorship, payment, and interaction context included in your approved Salesforce mappings without treating every source field as interchangeable.
Development Director
Run Salesforce reports that include sponsorship revenue alongside other giving channels for a unified view of fundraising performance.
Database Administrator
Map custom fields between Gratona and Salesforce to ensure organization-specific data like sponsor preferences and communication history syncs accurately.
Frequently asked questions
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