Install the Salesforce Agentforce Nonprofit Cloud (NPC) integration
Note : GoFundMe Pro was previously known as Classy, so that name may still appear in custom objects, fields, and labels in Salesforce.
Before you start
Check out our guide to set up your NPC environment correctly and avoid data-syncing issues.
Important: It is not currently possible to sync GoFundMe Pro data to existing campaigns, designations, or gift commitments in your instance. Deleting the records that the integration creates can cause issues with the data sync.
The Salesforce Agentforce Nonprofit Cloud (NPC) integration is built for GoFundMe Pro customers using Nonprofit Cloud or Education Cloud within Salesforce as their preferred CRM. This solution syncs GoFundMe Pro data in real time to help drive decision-making, strategy, and donor relationships forward.
Historical sync
Any GoFundMe Pro data from before the integration was installed will not sync to Salesforce at this time. Request help to have our Care team sync historical data for you.
Requirements
To install the integration, you’ll need to:
- Be a System Administrator in Salesforce
- Have a Nonprofit Cloud or Education Cloud (with Advancement) instance (sandbox is highly recommended first)
- Have access to the Salesforce Agentforce Nonprofit Cloud (NPC) app in GoFundMe Pro
- Be an Organization Administrator or Settings Manager in GoFundMe Pro
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.
As a reminder, you’ll need to be able to log in as this user, and it must have System Administrator access with Marketing User permissions. If you don’t use a System Admin user, your user must have the following Salesforce permissions before completing the installation:
- Allows users to modify Named Credentials and External Credentials
- Download AppExchange Packages
- Manage Package Licenses
- Fundraising Access
- Assign Permission Sets
- Manage Profiles and Permission Sets
- Approve Uninstalled Connected Apps
After successful installation, add the following permission sets to the user to avoid any syncing issues and to show the integration in a completed state in GoFundMe Pro:
- Classy API Access
- GFM Pro Connector All Objects and Fields
- GFM Pro Connector for Salesforce Apex Class Access
- GFM Pro for Salesforce Fundraising All Objects and Fields
- GFM Pro for Salesforce Fundraising Apex Class Access
- Fundraising Access (Salesforce Permission Set)
Give GoFundMe Pro access to your environment
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 testing issues that our Care team 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 connect GoFundMe Pro to a Salesforce environment.
- In your GoFundMe Pro account, go to Apps & Integrations > Explore
- Select Salesforce Agentforce Nonprofit Cloud (NPC)
- Select your 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 base package
Next, you’ll need to install the base package.
- Under Step 2, select Install Package
- Select the Salesforce users who will use GoFundMe Pro data and custom objects
- We recommend installing it for all users unless you have specific permission requirements. You can edit who can access GoFundMe Pro data and custom objects in Salesforce anytime.
- Select Install
- Mark the access checkbox and select Continue
You will receive an email when the installation is complete. Refresh the page to continue to the next step.
Install the second package
In Step 3, select Nonprofit Cloud or Education Cloud, depending on which industry cloud you are using. The selection does not impact the integration, but GoFundMe Pro will use the information to better understand our customers.
After making your selection, select Install Package, then follow the same steps you used when installing the base package.
Activate API Key
The last step for turning on the integration is to complete the connection. Under Step 4, either select + Create API key or select an existing API key. If you create an API key, you must fill out the form and then select Activate API key.
Application name
You can choose any application name. One name suggestion is SF Nonprofit Cloud.
Oauth2 Redirect URI
Enter the URL (web address) for your organization’s main website. The URL must include the full https protocol (e.g., https://www.gofundme.com/).
FAQs
How is the Salesforce Agentforce Nonprofit Cloud (NPC) integration different than the Salesforce (base) integration?
The Salesforce Agentforce Nonprofit Cloud (NPC) works specifically with Nonprofit or Education Cloud, while our existing Salesforce (base) integration works with Nonprofit Success Pack (NPSP). The NPC integration does not currently have the same capabilities as the Salesforce integration, but similar features are planned to be released in phases.
Learn more about how the Salesforce Agentforce Nonprofit Cloud (NPC) integration syncs to Salesforce Objects and Fields.
When will new features be coming to the Salesforce Agentforce Nonprofit Cloud (NPC) integration?
New features are coming in planned phases. For more information on what is released, check out our release notes.
Will the Salesforce Nonprofit Cloud integration sync automatically?
After you connect the integration, all incoming data will sync to Salesforce automatically. At this time, historical data will not sync.
Can I use Salesforce’s Integration User when installing the integration?
No, you cannot use the Integration User type when installing the packages. But, you can switch to an Integration User after the installation is complete. To do so, select Disable Extension in GoFundMe Pro. Then, select the Salesforce environment to connect GoFundMe Pro to and log in with the credentials for the new user.
Be sure to add the following permission sets to the user to avoid any syncing issues and to show the integration in a completed state in GoFundMe Pro:
- Classy API Access
- GFM Pro Connector All Objects and Fields
- GFM Pro Connector for Salesforce Apex Class Access
- GFM Pro for Salesforce Fundraising All Objects and Fields
- GFM Pro for Salesforce Fundraising Apex Class Access
- Fundraising Access (Salesforce Permission Set)
Note: Person Accounts must be set as your default Account record type. To do so:
- Go to Salesforce Setup and select Profiles
- Select the profile for the integration user
- Select Object Settings and then Accounts
- Under Business Account and Person Account Default Record Types set the record type for Person Account Default Record Type
- Save changes
Can I connect multiple GoFundMe Pro accounts to the same cloud environment?
Yes, up to 5 GoFundMe Pro accounts can be connected to the same cloud environment per Salesforce user. If you need to connect more than 5 accounts, use a different Salesforce System Administrator user.
How does the Salesforce Nonprofit Cloud integration handle duplicate management?
The integration uses Salesforce's matching and duplicate rules to identify matches or potential duplicates.
I need the Care team to look at something in my instance. How do I grant the Care team access?
To grant access to the Care team:
- Login to Salesforce
- Select your profile
- Select Settings
- In Quick Find, search Grant Account Login Access
- Next to Classy Support, use the drop-down to select the length of time (at least one week)