When you first integrate your Donorbox account with your Salesforce Org, it connects to your Salesforce Org using the OAuth protocol, which is an open standard for access delegation. For creating this delegated access tunnel, it uses the Salesforce credentials that you used to sign up for the Salesforce integration on Donorbox. With this in mind, it's highly advisable that … [Read more...] about Required Salesforce Permissions for Donorbox Integration
Salesforce Data Mapping Guide
Donorbox provides an extensive integration with Salesforce CRM. In order to fully utilize the features of this integration, it is important to understand how your Donorbox form fields are mapped to your Salesforce account when you enable this integration. We briefly touched upon this data mapping in our Salesforce integration guide. In this Data Mapping guide, we cover all … [Read more...] about Salesforce Data Mapping Guide