Salesforce Connector Setup Overview

Existing clients seeking access to or an upgrade to the latest version should contact their account representative or submit a request via the Salesforce AppExchange.

We strongly recommend taking the Academy course and reviewing our documentation before installing and using the Salesforce connector:

In Salesforce:

In Engaging Networks:

Authenticate with the Salesforce account
Setup Contact Mapping
1. Review Secondary Email Address account setting to determine if it will be used in your sync. More information about this setting and its relationship to the Salesforce sync is available here.
Install NPSP Transaction Mappings – Integrators have full control over how data is represented in Salesforce. Engaging Networks offers a set of transaction Mapping Rules, geared for NPSP ‘Classic’. However, this tool provides high flexibility to adapt to match business requirements.
Consider business rules and involve key stakeholders. Complete the additional setup items.
Complete User Acceptance Testing
Enable Sync in production

FAQ

I’m a client currently on the legacy Salesforce connector, do I need to upgrade?

No, no action is needed if already set up with an existing integration. However, if interested in upgrading to the new 2.0 Connector, please contact your account manager to review next steps and consider any business processes impacted by workflows, mappings, etc. that will need to be recreated. All clients will follow the instructions in the technical documentation to properly set up the 2.0 Connector, regardless of prior integration.

Will Salesforce campaigns connect all supporter data and actions with Salesforce opportunities and campaigns?

Campaigns will pull in any supporter data mapped, including all default and custom fields. The only required supporter fields to map are Last Name and Email. Supporters can roll up as Salesforce campaign members based on mappings in transaction data and campaign setup. Please refer to the technical documentation to ensure transaction mapping and campaigns are set to connect data as intended in Salesforce.