Salesforce base integration FAQ

How do I install the Salesforce integration?

This article will walk you through how to set up the integration for the first time.

What data (objects and fields) does the Salesforce integration utilize?

Our technical documentation gives you in-depth information about how data flows between GoFundMe Pro and Salesforce.

How do donations made with a company credit card sync to Salesforce (NPSP)?

If a donor selects Is this a company credit card? at checkout, a company name field will appear in the billing section. This name is used to match an existing organization in Salesforce or create a new one. If the option is not checked, then the donation will be treated as an individual gift—even if a company name is entered in the first or last name fields.

When the box is checked:

• The donor is added as a contact and receives soft credit on the opportunity
• The company is matched to an existing organization account, or a new one is created using the Organization record type (if available)

If your Salesforce setup does not include an Organization record type:

• Online donations create an organization using the default account record type set in your GoFundMe Pro control panel
• Offline donations create an organization using the default account record type tied to the user profile connected to the integration

Can we map GoFundMe Pro data to an existing Salesforce Campaign?

No, through the integration, campaigns created in GoFundMe Pro cannot be mapped to existing Salesforce campaigns that were not created by the integration.

How do I disconnect the integration from one campaign?

The Salesforce integration syncs data from your entire GoFundMe Pro instance and cannot be turned off for certain campaigns. 

Why can't I find my data?

There are several reasons for this, but often they pertain to your object layout or field-level security based on your Salesforce permissions. Salesforce has a great Data Security module that looks at these settings in-depth. If you are still are unable to find your data, please reach out to our Care team.

How can I grant the Care team access to my Salesforce account?

You can grant us access to your Salesforce account by following the steps below.

• Login to Salesforce
• Under your name select My Settings
• On the menu on the left choose Personal
• Then select Grant Account Login Access
• Look for Classy Support and use the drop-down to select the length of time (preferably at least 1 week)

How can I make test transactions that will appear in Salesforce?

Currently, one option to test the Salesforce integration is to make a real donation to a published campaign and refunding the transaction once testing is complete. Another way to make a test donation is to add an offline donation to a published campaign.

Will my old data automatically sync to Salesforce?

No, data begins flowing from GoFundMe Pro to Salesforce once you first set up the integration. If you have historical data to sync, use the Data Sync tool to sync your data.

How do I enable custom field mapping?

You can enable custom field mapping by following these steps in our Custom Field Mapping article.

I think I need some help with my custom settings/objects?

Our team is here to help troubleshoot any technical issues you might be experiencing regarding your GoFundMe Pro data flowing to your Salesforce instance; however, we are unable to modify custom architecture or consult on best practices.

Salesforce sent me a message about retiring SOAP API logins. Does this impact the GoFundMe Pro integration?

No, our integration does not use SOAP. We authenticate with OAuth 2.0, so you don't need to make any changes to keep the integration active.