Set up the Salesforce base integration
Before you start
This article covers our base (NPSP) integration. If you're using Nonprofit Cloud or Education Cloud, check out our guide on the Salesforce Agentforce Nonprofit Cloud (NPC) integration.
GoFundMe Pro was previously known as Classy, so you may notice that name in custom objects, fields, and records within the integration.
Requirements
To set up the integration, you'll need to:
- Be a Salesforce integration customer
- Be a System Administrator in Salesforce
- Be an Organization Administrator or Settings Manager in GoFundMe Pro
- Have a Salesforce sandbox (highly recommended)
Tip: Check out our guided walkthrough of the setup process with one of our GoFundMe Pro Coaches!
Dedicate an integration user
When setting up, we recommend completing the steps in Salesforce with a dedicated user for the integration. For example, you could create one and name it GoFundMe Pro Integration. That way, it's easier to tell when GoFundMe Pro creates or updates a record.
We recommend giving the integration user System Administrator access with Marketing User permissions when first connecting the integration.
Can I use Salesforce's Minimum Access – API Only Integrations user license for the integration user?
Yes, you can use this type of user, but we recommend you do so after fully setting up the integration. When using this license, the user must have permission to all standard Salesforce and NPSP objects and fields used by our integration, and the following permission set groups must also be assigned:
- GoFundMe Pro for Salesforce API Integration User
- Classy for Salesforce NPSP API Integration User
Understand your record types
If you use Salesforce's default record types for the Contact, Opportunity, and Campaign objects, GoFundMe Pro will replace them with the StayClassy record type.
You can always adjust the StayClassy record type to use the same settings as Salesforce's default record type. Or you can create a new record type using Salesforce's default settings and switch to it before setting up the integration.
For more information on managing record types, check out Salesforce's guide.
Connect the Salesforce integration
Give GoFundMe Pro access to a sandbox
Note: We always recommend connecting to a Salesforce Full sandbox when setting up for the first time. Setting up and testing in a sandbox can help you identify any changes you need to make before you switch to production. If you do not have a Salesforce sandbox, you can create one using Salesforce's help article.
If you don't have access to a Full sandbox through your SF account, you can use a Partial sandbox. However, using a Partial sandbox can lead to issues with testing that GoFundMe Pro cannot provide support for or help troubleshoot. Developer sandboxes are not supported as they won’t let you successfully test the integration.
First, you'll need to give GoFundMe Pro access to a Salesforce environment.
- In your GoFundMe Pro account, go to Apps & Integrations > Explore
- Select Salesforce base (NPSP compatible)
- Select Sandbox as the environment
- Select Connect to Salesforce to open a Salesforce dialog
- Select Allow to give access to Salesforce
(you may be prompted to log in to Salesforce if you aren't logged in already)
Install the integration
Next, you'll need to complete the connection between GoFundMe Pro and Salesforce.
- On the Salesforce page in GoFundMe Pro, select Install Salesforce base integration
- Select the Salesforce users who will use GoFundMe Pro data and custom objects
- Select Install
- Mark the access checkbox and select Continue
We recommend installing for all users unless you have specific permission requirements. You can edit who has access to GoFundMe Pro data and custom objects in Salesforce at any time.
Complete the connection
The last step for turning on the integration is to complete the connection. On the Salesforce base integration page in GoFundMe Pro, select + Create new API. Then fill out the form and select Activate API key.
Application name
You can choose any application name. One name suggestion is Integration - SF.
Oauth2 Redirect URI
Enter the URL (web address) for your organization's main website. You must include the full https protocol in the URL (Example: https://www.gofundme.com/).
Configure settings
After you connect the Salesforce base integration, you'll need to adjust a few settings.
To access your settings:
- Log in to Salesforce
- Select the App Launcher
- Search for and select Control Panel V2
- Select the Settings tab
GoFundMe Pro recommends turning on Enhanced Contact Matching that can help prevent duplicate data. Turn this setting on and make sure you have an active Duplicate Rule on the Contact object that uses Salesforce's Standard Contact Matching Rule.
We recommend starting with this setting and then testing the others in chunks - this can help you get a better understanding of how various settings affect your data in Salesforce.
Learn more about the Salesforce integration settings
Test the integration
Once your integration is connected and you've adjusted your settings, the next step is to test the data flow. This will clarify expected behavior and identify any additional changes you need to make before switching to a production instance.
To test the integration:
- Publish a campaign (donation form is the easiest)
- Make a few small donations
- You can always refund yourself later
Recommended testing scenarios:
- Donate as a brand-new donor
- Donate as someone with matching Contact info in Salesforce
- Make a recurring donation
- Make an offline donation
- Donate with a name that is different from the billing name
- Donate with an existing email but use a different name
Review your Contact data in Salesforce to check whether it's appearing as expected. If you run into any issues, review your integration settings and adjust as needed. Adjustments made to settings are not retroactive.
Note: Different campaign types can result in different supporter actions and data. For now, test common scenarios on a donation form to understand the basics.
Switch to production
Once you've completed testing and are confident in your settings, you're ready to switch to your production instance.
To switch to production:
- In your GoFundMe Pro account, go to Apps & Integrations
- Select Salesforce base (NPSP compatible)
- Select Disable Extension
- Select Production as the environment
Then, install and connect the integration using the same steps that you used for the sandbox. Be sure to create a unique API key for your production instance.
Once installed, match your Control Panel settings to what was configured in your sandbox instance.
From here, you can continue to perform minor testing in GoFundMe Pro to ensure your production instance is configured correctly. Or, you can manually sync historical data from GoFundMe Pro to your production instance.
Frequently asked questions
What is the default behavior of the integration?
The Salesforce base (NPSP) integration objects and fields article explains how the integration syncs to each object and lists all available fields that come from GoFundMe Pro.
Will the Salesforce integration sync automatically?
After you connect the integration, all incoming data will sync to Salesforce automatically. Historical data will not sync, but you can sync it manually using the integration's data sync tool.
Learn more about the Data Sync Tool
How do I sync all of my historical GoFundMe Pro data from before the integration was connected?
Check out our guide for steps to successfully sync historical data.
What if I use NPSP?
GoFundMe Pro provides a free NPSP extension to help manage data with NPSP's fields and objects.
Learn more about the NPSP extension
What if a donation form isn't my first campaign?
Starting with a donation form can help you set up the integration quickly and understand the flow of data. After testing donations and basic settings, you can always create your other campaign, refine your settings, and sync historical data to Salesforce.
Can my account be connected to a sandbox Salesforce environment and a production Salesforce environment at the same time?
No, only one environment can be connected at a time. If you need to switch instances, select Disable Extension in the Salesforce app. Then, select the Salesforce environment to connect to and log in with the credentials for the new user or the user in a different instance.
Why is another user creating GoFundMe Pro records in Salesforce?
If a Salesforce user syncs missing data via the Data Sync Tool, they will be the creator of the records.
Can I connect multiple GoFundMe Pro accounts to the same Salesforce instance?
Yes, up to 5 GoFundMe Pro accounts can be connected to the same Salesforce instance per Salesforce user. If you need to connect more than 5 accounts, use a different Salesforce System Administrator user.