We partnered up with Salesforce, the world’s # 1 CRM platform, to integrate their Non-Profit Success Pack (NPSP 3) with DonorBox. The NPSP, as its name suggests, is built specifically for non-profits, to allow you to easily analyze your donor data (names, addresses, relationships, donation frequency, etc.) and maintain positive relations with those who support you. More than 27,000 nonprofits and educational institutes are using Salesforce NPSP. To find out more about Salesforce NPSP please visit www.salesforcefoundation.org/help/nonprofitstarterpack. We recommend doing the quick Nonprofit Success Pack Workbook.
This manual was made to guide you through the simple integration process, so that you can automatically sync all your DonorBox donors, payments, and campaigns data with your Salesforce NPSP account. You can setup the integration in just 20 mintues! Take a look.
New to Salesforce: Create a Salesforce NPSP Account:
If your organization isn’t using Salesforce yet, it is easy to signup for Salesforce with NPSP 3.
- Go to salesforce.org/start-trial and submit the form to sign up for the “Enterprise Edition Pre-Configured for Donor Management”.
- Check your email for a confirmation email from moc.e1519600507crofs1519600507elas@1519600507tropp1519600507us1519600507 and confirm your account by setting a new password.
- Salesforce also created the Power of Us program for nonprofit organizations and higher education institutions, giving away 10 free licenses as well as discounts on additional licenses, products and/or services from Salesforce. Be sure to apply for the program at http://powerofus.salesforcefoundation.org/powerofusapply.
Existing Salesforce User: Install NPSP
If you are already using Salesforce, you will need to install NPSP3 to your Salesforce Instance. Please followed the steps outline in Salesforce’s NPSP Install page.
DonorBox Salesforce Integration:
- To begin the data integration, you first need to connect Donorbox with your Salesforce account. On your DonorBox account page (https://donorbox.org/org/edit) click on “Salesforce Integration”.
- Click on “Connect with Salesforce”. It should prompt you to login to your Salesforce account.
- You should be prompted to log in to Salesforce to get your account get connected.
- After connecting, your Salesforce setting page should look like this:
Map Standard and Custom Fields to Salesforce Objects
5. Donorbox has some Standard Fields that you might want to include in Salesforce. Click on the “Map Standard Form Data to Salesforce” link. From there, pick the Salesforce fields (in Contact, Account, and Opportunities) that you want these data to flow to.
6. Do you use Donorbox’s custom form builder to ask your donors additional questions? If so, you may want to record their answers in Salesforce too. To do this go back to your main dashboard. By each campaign, you should see small “Salesforce” link. Just like the standard field mapping, you can map the values of the custom question to fields in your Salesforce objects.
Now that you have all your fields maps, you are ready to export your donors, campaigns, and donations data to Salesforce. Go to Salesforce settings page and click on the green “Export Unexported Donation” button
In a few minutes, your donors and campaigns should appear in your Salesforce under Accounts, Contacts, Campaigns, and Opportunity. It’s that easy!
- DonorBox will automatically export all your new donors 30 seconds after their donation has been made. You don’t have to do a thing!
How does Donorbox with Existing Salesforce Contacts and Accounts?
For existing Salesforce user, you might be worried about data duplication when the donorbox data is exported in. Donorbox checks existing contact emails for de-duplication. If a donation with the same name and email comes in, we add the opportunity to the existing household account and contact. If the email is the same, but the name differs, we create a new contact under the same household account.