Goodworld & Salesforce Integration Guide

Overview

The Goodworld platform integrates with Salesforce to facilitate seamless fundraising event management, tracking, and reporting by mapping Event data to Opportunities. This integration enables organizations to manage ticket sales, sponsorships, auction proceeds, and other revenue streams within Salesforce while maintaining accurate donor and transaction records. This guide covers event-to-opportunity mapping, automated revenue tracking, and structured campaign reporting for nonprofits.

Key Salesforce Objects Used in Integration

The integration leverages the following Salesforce objects:

Contact – Represents individuals (donors, ticket purchasers, or sponsors).
Opportunity – Tracks revenue-related transactions such as ticket sales, donations, and auction bids.
Campaigns – Groups related fundraising events under a parent-child structure for tracking and reporting.
Products & Product Transactions – Represents specific event-related purchases such as tickets, sponsorships, or auction items.

Integration Mapping Example

The following example illustrates how Goodworld data is mapped into Salesforce for a fundraising event.

Event Hierarchy Mapping

Salesforce campaigns are structured hierarchically to organize fundraising opportunities.

Salesforce Campaign Type	Example Name	Details
Parent Campaign (Main Event)	2024 Annual Gala	The overarching fundraising event.
Child Campaign (Sub-event)	Silent Auction	A specific activity within the event.
Sponsorship Level	Gold Sponsor	A sponsorship tier within the event.
Ticket Type	VIP Admission	A specific ticket category.

Transaction Mapping (Event to Opportunity)

When a participant registers or purchases something through Goodworld, the following data points are mapped to Salesforce:

Goodworld Data	Salesforce Object	Field Mapping
Purchaser Name	Contact	Name
Email	Contact	Email
Phone	Contact	Phone
Address	Contact	Mailing Address
Event Name	Campaign	Campaign Name
Ticket Type	Opportunity	Opportunity Name
Sponsorship Level	Opportunity	Opportunity Name
Auction Item Purchase	Opportunity	Opportunity Name
Ticket Quantity	Opportunity	Quantity
Ticket Cost	Opportunity	Amount
Payment Status	Opportunity	Stage (Closed-Won if paid, Open if pending)
Purchase Date	Opportunity	Close Date
Payment Method	Opportunity	Custom Field: Payment Method

Example Purchase Entry

A donor, Jane Doe, purchases two VIP tickets and a silent auction item.

Field	Example Value
Person Name	Jane Doe
Email	janedoe@anonymous.com
Event Name	2024 Annual Gala
Ticket Type	VIP Admission
Ticket Quantity	2
Ticket Cost	$500
Auction Item	Wine Tasting Experience
Auction Bid Amount	$200
Total Amount	$700
Payment Status	Closed-Won
Payment Method	Credit Card

Benefits of the Integration

Automated Revenue Tracking: Goodworld automatically syncs ticket sales, sponsorships, and auction proceeds into Salesforce as Opportunities.
Structured Event Reporting: Parent-child Campaigns provide clear segmentation of fundraising components.
Donation & Engagement Insights: Connects event transactions with donor records for better relationship management.
Flexible Revenue Streams: Tracks diverse income types, including sponsorships, ticketing, and in-event purchases.