Our native Salesforce integration now supports sync with Salesforce recurring donations object. It is an optional feature which can be enabled by Donorbox support for you. By default it is not enabled when you connect your Salesforce account to Donorbox. If this feature is not enabled then your recurring plans would sync with Salesforce as simple opportunities and would be … [Read more...] about Sync Donorbox Recurring Plans with Salesforce Recurring Donations
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
Donorbox has partnered with Salesforce, the world’s #1 CRM platform, to integrate with its Nonprofit Success Pack (NPSP 3). 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 … [Read more...] about Salesforce Nonprofit Integration With Donorbox Donation Form
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 How are Donorbox form fields mapped to your Salesforce account?