Link Multiple External System Accounts to a Single Salesforce Account
If, over time, a donor makes gifts through Fundraise Up (FRU) using different email addresses (e.g., intially from an @aol.com account and later from an @gmail.com account), FRU will create a new record for the second gift. Because FRU isn’t a CRM, we can’t merge records. They will forever be separate with their own Fundraise Up ID (FRU ID).
When we sync records from FRU to Salesforce, we can match the new FRU account to the old account based on a name and address match. However, this is a manual process and forces us to decide which FRU ID to keep in Salesforce. Ideally, once we’ve made the match between two (or more) different FRU accounts and a single Salesforce account, we'd like to store both (all) FRU IDs in Salesforce. To associate multiple FRU IDs with an Account (i.e., a many-to-one relationship), I presume that we’d need to create a separate object for FRU ID.
In brief the workflow would look this:
First Gift
* Donor gives to FINCA using Email A.
* Fundraise Up creates a record with unique ID.
* When syncing to Salesforce Nonprofit Cloud (CRM), we create a new donor record and send all details (name, address, email, FRU ID).
Second Gift
* Same donor (same name and physical address) gives again, but uses Email B.
* Fundraise Up treats this as a new person and creates a new record with a new ID.
* When syncing to Salesforce, we want the system to:
- Find the existing donor record (match on name and address).
- Update the email to include the new one.
- Store both fundraising system IDs (old and new) in the CRM.