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 and if you want to dive deep into Non-Profit Success Pack, you can complete the comprehensive Salesforce Trailmix.
This manual will 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/trial/npsp and submit the form to sign up for the “Lightning Enterprise Edition + the Nonprofit Success Pack (NPSP)”. Note this creates a trial account which can be converted within the trial period to a permanent Salesforce NPSP Org. In this case all the changes that you make to the trial Salesforce Org in the trial period are preserved. You can also opt for “Ultimate Edition + NPSP” but it does not have a trial version.
- Check your email for a confirmation email from moc.e1566456035crofs1566456035elas@1566456035tropp1566456035us1566456035 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 enterprise 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 Org. Please follow the steps outlined on 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. Please note that it is important that you login with a user that has sufficient access to your org. It is advisable to use an admin account.
- You should be prompted to log in to Salesforce to get your account connected. Please note that once you click “Log In” button, Salesforce will verify your account through a verification code, after successful verification, it will also ask you to allow access to donorbox. Make sure you select the “Allow” button.
- After a successful connection, you will be redirected to the Salesforce Integration tab on the account page which would now 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 or click the “Salesforce Data Mapping” tab. From there, pick the Salesforce fields (in Contact, Account, and Opportunities) that you want these data to flow to. Head-over to our data mapping guide for detailed information regarding field mapping between Donorbox and Salesforce.
6. If you ask your donors additional questions on the donation form, you may want to record their answers in Salesforce too.
To do this, go back to your main dashboard. For each campaign, you will see a “Salesforce” link, as shown below. Just like the standard field mapping, you can map the values of the additional question to fields in your Salesforce objects.
The Salesforce link is only visible when you connect a Salesforce account to Donorbox successfully.
Now that you have all your fields mapped, you are ready to export your donors, campaigns, and donations data to your Salesforce org. Go to Salesforce Integration page and click on the green “Export Unexported Donation” button.
In a few minutes, your donations, donors and campaigns should appear in your Salesforce org under Accounts, Contacts, Campaigns, and Opportunities. Donorbox will automatically sync all your data. You don’t have to do a thing!
“Re-Export All Donations” button deletes the present donations from your Salesforce org and exports them again from the donorbox platform. It is important to note that this functionality does not remove and re-create the accounts (households) and contacts from your Salesforce org.
The remove data from Salesforce button, removes all the donations (opportunity records in Salesforce) that have been made by donorbox. It does not remove the accounts (households) and contacts that were created with the donations on the pretext that those accounts and contacts may now be linked to other records in Salesforce too. You can always delete them from Salesforce if you don’t need them.
Donations in Salesforce
Once a donation has been made to a campaign on donorbox and is showing on the donations page for that particular campaign as shown below:
It is exported to your Salesforce Org too, the donation is mapped to an Opportunity record in your Salesforce. You can see that the corresponding contact, account and campaign are also created. The campaign name is the same as the one that you created in donorbox. The primary contact name is also an amalgamation of the first name and last name that you provided on your donation form on donorbox. Lastly, the account (household) name follows the Salesforce NPSP naming convention that you have selected in your Salesforce NPSP household naming format.
How does Donorbox manage existing Salesforce Contacts and Accounts?
For existing Salesforce Orgs that already have contacts and accounts present, no need to worry about data duplication. Donorbox checks existing contact emails for de-duplication. If a donation with the same first name, last name and email comes in, we add the opportunity to the existing household account and contact. If the email is the same, but the first name or last name differs, we create a new contact under the same household account. The incoming donation is assigned to that newly created contact. Our integration takes a similar approach for donors who make recurring or multiple donations i.e if a matching account and contact are found based on the first name, last name and email in Salesforce, the incoming donation is tied to them in Salesforce.
How does Donorbox manage the Campaigns in Salesforce?
A new campaign is created in Salesforce whenever the first donation comes in for that campaign in donorbox. The campaign name in Salesforce is exactly the same as the campaign name on donorbox and the “type” picklist field in the campaign record on Salesforce is set to “Donorbox”. Once a campaign has been created in Salesforce, all the subsequent donations are added to it as they are made.
How does Donorbox handle recurring donations in Salesforce?
When a recurring donation is setup in donorbox, we create a simple opportunity record in Salesforce just like we do for one-time donations. However whenever a new recurring donation invoice matures in donorbox, we create a new opportunity in Salesforce. Right now, we don’t use NPSP recurring donation object for storing recurring donorbox donations but we plan to move to it soon.
How is Salesforce updated when a donation is updated on Donorbox?
When a donation is updated on donorbox, the changes are replicated in your Salesforce Org too. The process is fairly straight forward unless the donor email is changed. All the fields are updated in the Salesforce org based on the field mapping done for that Donorbox campaign. If the email is updated, we try to find the updated contact in donorbox and on Salesforce using the updated email. If the contact is found based on the updated email, it is linked to this donation on Salesforce. Otherwise, a new contact and account are created for the updated donation.