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Sync gift spend to a Contact, Lead or Campaign Member in Salesforce

  • Updated

Use this feature to improve visibility on gift spend per recipient and report on ROI in Salesforce.

 

Overview

If you have Salesforce integrated with Reachdesk, you can configure Reachdesk to sync each recipient’s total gift spend to a corresponding Contact, Lead, or Campaign Member record in Salesforce.

This lets you report on ROI using gift spend alongside the CRM data you already track in Salesforce.

 

Before you start

  • You must have a Salesforce integration connected to Reachdesk.

  • You must be a Reachdesk Admin to configure the spend sync in Reachdesk.

  • You (or your Salesforce Admin) must create the target Currency fields in Salesforce first.

 

Enable syncing total gift spend

Step 1: Create the custom fields in Salesforce (required)

Before you configure anything in Reachdesk, create the Salesforce fields where Reachdesk will write the total spend. Follow the instructions below or watch this video for guidance on creating the fields in Salesforce. 

  1. In Salesforce, go to Setup > Object Manager.

  2. Select the object you want to store spend on: Campaign Member, Contact, or Lead.

  3. Go to Fields & Relationships → click New.

  4. Select Currency as the field type.

  5. Click Next, then complete the field setup (label, length, decimal places, etc.).

  6. Click Next, then set Field-Level Security (visibility) for Salesforce user profiles.

  7. Click Next, review your fields, then click Save.

Note: If you do not have access to Setup/Object Manager, ask your Salesforce admin to complete these steps.

 

Step 2: Enable and configure “Sync campaign cost” in Reachdesk

After the Salesforce fields exist, enable syncing in Reachdesk.

  1. In Reachdesk (Admin-only), go to Account > Integrations.

  2. Find Salesforce and open Advanced Options.Screenshot 2024-07-11 at 15.36.33.png

  3. Enable Sync campaign cost.

  4. Select the Currency to sync to Salesforce.

    • Use the same currency configured in Salesforce. Reachdesk locks the selected currency after you click Sync cost.

  5. Enter the API names of the Salesforce fields you created (for Contact, Lead, and/or Campaign Member) where Reachdesk should write the spend.

  6. Click Sync cost.

 

View total spend in Salesforce

Once configured:

  1. In Salesforce, open the relevant Contact, Lead, or Campaign Member record.Screenshot 2024-07-11 at 16.06.50.pngScreenshot 2024-07-11 at 16.07.12.png

  2. Locate the custom Currency field you created to see the synced total gift spend.Screenshot 2024-07-11 at 16.07.26.png

 

How Reachdesk matches recipients to Salesforce records

Contacts and Leads

Reachdesk matches a recipient to a Salesforce Contact or Lead in this order:

  1. Salesforce Id (preferred)

    • This exists when:

      • The sender searched/selected the recipient in Reachdesk during the Recipient step, or

      • The gift was sent via an Automated Campaign.

  2. Email address (fallback)

    • Used if a matching Salesforce Id is not found.

Campaign Members

To sync to a Campaign Member, the Reachdesk campaign must be connected to a Salesforce campaign.

  1. In Reachdesk, open the relevant campaign.

  2. Scroll to Sync gift activity.Screenshot 2024-07-11 at 16.03.17.png

  3. Select the related Salesforce campaign.

Then, Reachdesk matches and syncs spend to the Salesforce Campaign Member using:

  1. Salesforce Id (preferred)

    • If the recipient’s Salesforce Id matches the Lead/Contact that is part of the Campaign Member record, Reachdesk syncs the spend to that Campaign Member.

  2. Email address (fallback)

    • Used if a matching Salesforce Id is not found.

If the recipient has the same email domain as the sender, Reachdesk treats the recipient as an internal employee and excludes their spend from syncing to Salesforce.

 

Sync timing

Total gift spend sync runs daily at 3:15am UTC.

If you want this sync to run earlier, contact support@reachdesk.com.

 

What spend is included

Reachdesk includes the cost of gifts with the statuses below.

eGifts Sends

  • Sent

  • Opened

  • Clicked

  • Claimed

Bundle and Marketplace Sends

  • Sent

  • Shipped

  • Attention

  • Delivered

  • Returned

  • Tracking Expired

  • Donated

 

Currency rules

Currency is locked after Sync cost is enabled. 

Select the currency used in your Salesforce org, and Reachdesk will convert total spend into the selected currency before syncing (for example, selecting USD converts totals to USD and syncs that value).

To change the currency after configuration, contact support@reachdesk.com.

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