As its name suggests, NPSP is built specifically for nonprofits. It allows you to easily analyze your donor data (names, addresses, relationships, donation frequency, etc.) and maintain positive relations with your supporters. More than 27,000 nonprofits and educational institutes are using Salesforce NPSP.
To learn more about Salesforce NPSP, please visit www.salesforcefoundation.org/help/nonprofitstarterpack. We recommend completing the quick Nonprofit Success Pack Workbook. If you want to dive deeper into NPSP, you can complete the comprehensive Salesforce Trailmix learning pack.
This manual will guide you through the simple integration process so that you can automatically sync all your Donorbox donors, payments, and campaign data with your Salesforce NPSP account. Take a look—you can set up the integration in just 20 minutes!
Set Up NPSP
New Salesforce User: Create a Salesforce NPSP Account
If your organization isn’t using Salesforce yet, it’s easy to sign up 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 that 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.e1580220469crofs1580220469elas@1580220469tropp1580220469us1580220469. Confirm your account by setting a new password.
- Salesforce created the Power of Us program for nonprofit organizations and higher education institutions. They offer 10 free enterprise licenses, as well as discounts on additional Salesforce licenses, products, and/or services. 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.
Connect Donorbox and Salesforce
- To begin the data integration, you first need to connect Donorbox with your Salesforce account. On your Donorbox Account page, click on “Salesforce Integration”.
- Click on “Connect with Salesforce”. It should prompt you to log in to your Salesforce account. Note: It’s important that you log in with a user that has sufficient access to your org. We advise using an admin account.
- Simply log in to Salesforce to connect your account. Note: Once you click the “Log In” button, Salesforce will verify your account through a verification code. After successful verification, it will 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 page in your Donorbox Account. It should now look like this:
Map Donorbox Data to Salesforce Objects
Donorbox has some Standard Fields that you might want to include in Salesforce.
- On your Salesforce Integration page, click on the “Map Standard Form Data to Salesforce” link. Or, click the “Salesforce Data Mapping” tab on the left.
- From there, pick the Salesforce fields (in Contact, Account, and Opportunities) that you want this data to flow to. Note: Check out our detailed Data Mapping guide for more information on field mapping between Donorbox and Salesforce.
If you ask your donors additional questions on your Donorbox donation form, you may want to record their answers in Salesforce too. You can do this with Custom Fields.
- Head back to your Donorbox dashboard.
- For each campaign, you will see a “Salesforce” link, as shown below. Note: The Salesforce link is only visible when you successfully connect a Salesforce account to Donorbox.
- Just like the standard field mapping above, you can map the values of additional questions to custom fields in your Salesforce objects.
Syncing Donorbox With Salesforce
Export Donorbox Data
Now that you have all your fields mapped, you are ready to export your donors, campaigns, and donations data to your Salesforce org.
Simply go to your 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!
We all need a re-do sometimes. The blue “Re-Export All Donations” button deletes the existing donations from your Salesforce org and exports them again from your Donorbox account.
It’s important to note that this functionality does not remove and re-create the Accounts (Households) and Contacts from your Salesforce org.
The red “Remove Data from Salesforce” button removes all the donations (Opportunity records in Salesforce) that have been made by Donorbox.
Note: It does not remove the Accounts (Households) and Contacts that were created with the donations. This is because these Accounts and Contacts may now be linked to other records in Salesforce too. You can always delete them from within Salesforce if you don’t need them.
Donations in Salesforce
When a donation is made to your Donorbox campaign, it appears on the donations page for that particular campaign.
With the donation, the corresponding Contact, Account, and Campaign are also created in Salesforce.
- The Campaign name is the same as your Donorbox campaign name.
- The primary contact name is an amalgamation of the donor’s first name and last name, as given on your donation form.
- The Account (Household) name follows the Salesforce NPSP naming convention that you have selected in your NPSP household naming format.
How does Donorbox manage existing Salesforce Contacts and Accounts?
If you have existing Contacts and Accounts in Salesforce, 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. For example: 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 handle Salesforce Campaigns?
A new Campaign is created in Salesforce whenever the first donation comes in for that campaign on Donorbox.
The Salesforce campaign name is exactly the same as the Donorbox campaign name. The “Type” picklist field in the campaign record in 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 manage recurring donations in Salesforce?
When a recurring donation is set up in Donorbox, we create a simple Opportunity record in Salesforce just like we do for one-time donations.
However, when a new recurring donation invoice matures in Donorbox, we create a new Opportunity in Salesforce.
We currently are not using the 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 Donorbox donation is updated, the changes are also replicated in your Salesforce Org. The process is fairly straightforward 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 on Donorbox and in 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.
If you have any questions, you can reach us at *protected email*.