NPSP and the Salesforce integration
To use the NPSP extension, you need:
- The latest version of Salesforce’s NonProfit Success Pack (NPSP)
- If you have not installed NPSP, learn more about NPSP first. If you have NPSP, confirm you’re running the latest version.
- Version 6.7 or later of the Salesforce base integration
- If you’re using an earlier version of our Salesforce integration, follow our update instructions.
The Nonprofit Success Pack (NPSP) is an addition to Salesforce built specifically to help nonprofit organizations manage their relationships with donors. If you use GoFundMe Pro's Salesforce base integration, the NPSP Extension helps manage data with NPSP’s fields and objects. You can learn more about NPSP using Salesforce’s dedicated documentation.
Install the NPSP extension
- In your GoFundMe Pro account, select Apps & Integrations
- Select the Salesforce app
- In the recommended add-on banner, select Install
The installation may take a few minutes and your Control Panel will update when the installation is complete. You may have to refresh the page.
Note: If you don't see the recommended banner in the Salesforce app, then you need to install NPSP through Salesforce first.
Adjust NPSP settings
Once you install the NPSP extension, the next step is to adjust your settings.
- From the App Launcher, search for and select GoFundMe Pro Control Panel V2
- Select Settings
- Select NPSP
- Make the changes you need
- Select Save
|
Setting |
Description |
|---|---|
|
Create & Update NPSP Recurring Donations |
Active: When new GoFundMe Pro Recurring Donors are created, NPSP Recurring Donation records will be created. Any subsequent transactions associated with a recurring donation in GoFundMe Pro will create a Recurring Donation record if one does not already exist. Inactive: When disabled, the Salesforce integration will not create NPSP Recurring Donations. |
|
Create & Update NPSP GAU Allocations |
Active: All Campaigns, Recurring Donations, and Opportunities created via GoFundMe Pro will create an NPSP GAU Allocation record. Opportunities receive their Primary Campaign Source’s GAU Allocation. Inactive: The Salesforce integration will not create GAU Allocations. |
|
Set Default GAU |
Allows an organization to associate an existing GAU with all new GoFundMe Pro Designations. The value for this setting must be an existing GAU’s Salesforce ID. If left blank, a new GAU will be created for each Designation. |
|
Create & Update NPSP GAUs |
Active: The Salesforce integration will create GAUs. Inactive: The Salesforce integration will not create GAUs. |
|
Use GoFundMe Pro Opportunity Name on Resync |
Active: Any updates to a GoFundMe Pro transaction will use the GoFundMe Pro Opportunity naming convention. Inactive: All Opportunity creations and updates will honor the NPSP naming convention. For that reason, we recommend that this setting remain disabled. |
Update the NPSP extension
Note: Update the Salesforce base integration package before updating the NPSP extension.
While NPSP updates automatically in Salesforce, you will need to update the NPSP extension from time to time. This ensures that the extension continues to work properly. To update:
- Log in to Salesforce
- From the App Launcher, search for and select GoFundMe Pro Control Panel V2
- Under Recommended Installations, select Update for GoFundMe Pro for NPSP
If the option to update does not appear, then your NPSP extension is up to date. We’ll notify you when an update is available.
NPSP extension object integration guide
In this section:
NPSP email fields
By default, the Salesforce base integration uses the standard email address field to match contacts pulled from GoFundMe Pro. NPSP installs three additional email fields your organization can use to match new contacts:
- Personal email
- Work email
- Alternate email
To turn on NPSP Email Matching:
- Login to Salesforce
- From the App Launcher, search for and select GoFundMe Pro Control Panel V2
- Select the Settings tab
- Select Account & Contact
- Under NPSP Email Matching, toggle to Active
Note: Starting with version 7.0, GoFundMe Pro will attempt to match these additional email fields, in addition to First Name and Last Name, after following your active duplicate rules. Learn more about Enhanced Contact Matching.
GAU
A General Accounting Unit (GAU) in NPSP is like Program Designations within GoFundMe Pro; both allow donations to be attached to a specific project or program.
To allow the Salesforce base integration to create and update GAUs:
- Login to Salesforce
- From the App Launcher, search for and select GoFundMe Pro Control Panel V2
- Select the Settings tab
- Select NPSP
- Under the Create & Update NPSP GAUs and Create & Update NPSP GAU Allocations options, toggle to Active
Organizations have a few options to associate GoFundMe Pro Designations and GAUs. These include:
One-to-one
The simplest option. When a Program Designation is created in GoFundMe Pro, the integration will create a GoFundMe Pro Designation record and an active GAU record with the same name.
External reference
When you create or edit a Program Designation in GoFundMe Pro, you can add the GAU’s Salesforce record ID to the External Reference ID field within GoFundMe Pro. When the Designation is synced to Salesforce, the Designation record will be linked to the existing GAU.
Learn how to create/edit Program Designations
Note: To find a GAU’s Salesforce record ID, select the GAU record and locate the ID in the URL. The ID appears as an 18-character alphanumeric ID.
Default
This is useful for organizations that want to tie any GoFundMe Pro Designations to a single GAU. You can set a Default GAU for all Designations without an External ID if you populate this field with the GAU’s Salesforce record ID.
To set a Default GAU:
- Login to Salesforce
- From the App Launcher, search for and select GoFundMe Pro Control Panel V2
- Select the Settings tab
- Select NPSP
- Under Set Default GAU, paste the Salesforce record ID of the GAU you want as your default
Note: Once created, a Designation-related GAU can be changed; however, this only impacts newly created data within Salesforce and not existing data.
Object mapping table
|
GoFundMe Pro Designation stayclassy__sc_designation__c |
GAU npsp__General_Accounting_Unit__c |
|
Designation ID stayclassy__sc_designation_id__c |
GoFundMe Pro Designation ID classy_npsp__Classy_Designation_ID__c |
|
General Accounting Unit classy_npsp__General_Accounting_Unit__c |
N/A |
Allocations
With Salesforce’s NPSP, donations can be attributed to a General Accounting Unit (GAU) via an object known as Allocations. When the NPSP extension is installed and settings are configured, an allocation record links a GAU to one of three objects: Opportunity, NPSP Recurring Donation, and Campaign (only for campaigns created before version 1.53).
Once an allocation record is initially created by the integration, it won’t be updated. This lets you alter how many GAUs are associated with a campaign and adjust the percentage allocated. This also prevents the integration from overwriting or altering any changes to the allocations.
Learn more about NPSP Allocations.
Note: Don't map a GoFundMe Pro Designation to the default NPSP GAU. Doing so can cause failed API requests as the integration sets GAU allocations based on a percentage instead of an amount.
Opportunity
The NPSP extension creates GAU allocations based on the GoFundMe Pro transaction’s program designation. Even though an allocation in Salesforce can represent a specific amount or a percentage of a donation, GoFundMe Pro donations are always allocated 100% to a single GAU.
Recurring donation
Opportunities created from a recurring donation will receive the allocation attributed to the program designation of the recurring giving plan in GoFundMe Pro.
Note: NPSP Recurring Donation records will receive a GAU allocation record that corresponds to the GAU allocation on the primary campaign in Salesforce. After version 1.53, the integration no longer sets campaign GAU allocations, and it is expected that the NPSP Recurring Donation record will not contain a GAU allocation.
Campaign
With version 1.53, the integration will no longer assign a GAU allocation to a campaign in Salesforce based on the program designation of the campaign in GoFundMe Pro.
Before version 1.53
When a campaign was created or updated in GoFundMe Pro, the integration would create an allocation record aligned with the GAU mapped to the default program designation of the campaign in GoFundMe Pro. While NPSP supports multiple GAUs attached to a single campaign, only one default program designation can be applied to a campaign in GoFundMe Pro. As a result, the allocation will be set as 100%.
Recurring donations
When a new recurring donation is created in GoFundMe Pro and the Create & Update NPSP Recurring Donations setting is active, the NPSP Extension will create an NPSP Recurring Donation record.
Note: When recurring donations are made in GoFundMe Pro, the NPSP extension will delete open Pledged Opportunities and replace them with the Closed Won records.
Recurring plan statuses
| Plan status in GoFundMe Pro | GoFundMe Recurring Donors status | NPSP Recurring Donation status (Enhanced) | NPSP Recurring Donation open ended status (Legacy) |
|---|---|---|---|
| Active | Active | Active | Open |
| Failing | Failing | Lapsed | Open |
| Suspended | Failed | Closed | Closed |
| Ended | Ended | Closed | Closed |
| Canceled | Canceled | Closed | Closed |
| Paused | Paused | Paused | Open |
How to turn on semi-annual recurring frequencies?
If your organization wants to use the semi-annual recurring frequencies, this value will need to be turned on in the Installment Period picklist within Setup.
- Login to Salesforce
- Navigate to Setup
- Select Object Manager
- Find the Recurring Donation object and select Fields and Relationships
- Find and select the Installment Period field
- Scroll down to Values and select New to create a picklist value for Semi-Annually
- Select Save
Object Mapping Table
|
GoFundMe Pro Recurring Donor stayclassy__sc_recurring_profile__c |
NPSP Recurring Donations npe03__Recurring_Donation__c |
Value |
|---|---|---|
|
NPSP Recurring Donation classy_npsp__Recurring_Donations__c |
N/A |
Lookup to the NPSP Recurring Donation record |
|
Donation Amount stayclassy__donation_amount__c |
Amount npe03__Amount__c |
The amount of the recurring donation |
|
GoFundMe Pro Contact stayclassy__sf_contact_id__c |
Contact npe03__Contact__c |
Lookup to the Contact record for the recurring donor |
|
GoFundMe Pro Campaign stayclassy__CampaignId__c |
Campaign npe03__Recurring_Donation_Campaign__c |
Lookup to the GoFundMe Pro Recurring Donor Campaign |
|
GoFundMe Pro Recurring Start Date stayclassy__Classy_Recurring_Start_Date__c |
Effective Date npsp__StartDate__c |
Date when the recurring donation plan started |
|
Recurring Start Date stayclassy__start_date__c |
Date Established npe03__Date_Established__c |
Date when the recurring donation plan was established |
|
Installment Period stayclassy__installment_period__c |
Installment Period npe03__Installment_Period__c |
This field will represent the selected period of the recurring plan. Supported frequencies are yearly, semi-annually, quarterly, and monthly. |
|
N/A |
Installments npe03__Installments__c |
This value defaults to 12, as GoFundMe Pro currently only creates open-ended recurring payments |
|
N/A |
Last Donation Date npe03__Last_Payment_Date__c |
Auto-populated by NPSP based on the last transaction date |
|
N/A |
Next Donation Date npe03__Next_Payment_Date__c |
Auto-populated by NPSP based on the next Pledged Opportunity |
|
N/A |
Open Ended Status npe03__Open_Ended_Status__c |
All Recurring Donation records created by GoFundMe Pro are set as “Open” |
|
N/A |
Organization npe03__Organization__c |
The Organization or Account is determined by the Account associated with the Contact field from the GoFundMe Pro Recurring Donor |
|
N/A |
Paid Amount npe03__Paid_Amount__c |
Auto-populated by NPSP based on the sum of Closed Won Opportunities |
|
|
Name |
For recurring donations, the Name field has a standard format of “Classy - “ followed by the recurring donation ID |
|
N/A |
Total Paid Installments npe03__Total_Paid_Installments__c |
Auto calculated by NPSP based on the total number of Closed Won Opportunities |
|
N/A |
Schedule Type npe03__Schedule_Type__c |
Only used for fixed-length records; therefore not used by GoFundMe Pro |
|
Recurring ID stayclassy__sc_recurring_id__c |
GoFundMe Pro Recurring Profile ID classy_npsp__Classy_Recurring_Profile_ID__c |
Represents the GoFundMe Pro Recurring Plan ID |
Opportunity
The NPSP extension doesn’t significantly alter how the Salesforce integration handles Opportunity creation. However, there are three significant changes that occur during Opportunity processing that are specific to the NPSP Extension.
- The Salesforce base integration will now populate the Primary Contact (npsp__Primary_Contact__c) field
- The Salesforce base integration no longer creates a primary Opportunity Contact Role for the donor. NPSP now handles the creation of the Contact Role via the Contact used in the Primary Contact field.
- GoFundMe Pro will now add data to the NPSP Honoree Name (npsp__Honoree_Name__c) and Tribute Type (npsp__Tribute_Type__c) fields when donors fill out the dedication section on GoFundMe Pro donation forms.
Note: A Contact record will not be created for the Honoree.
NPSP naming conventions
To ensure that donations use the NPSP naming conventions, you need to set the NPSP Opportunity Name. To do so:
- Login to Salesforce
- From the App Launcher, search for and select NPSP
- Select the NPSP Settings tab
- In the menu, select Donations
- Select Opportunity Names
From here, create a custom Opportunity Name.
Note: Make sure the Use Classy Opportunity Name on Resync setting is inactive in the GoFundMe Pro Control Panel V2 settings. If this setting is active, any updates from GoFundMe Pro on the Opportunity will overwrite the Opportunity name to the default. To learn more, see our guide on the Salesforce integration settings.
Frequently asked questions
Why is the NPSP tab not showing up in the Salesforce base integration?
You'll need to first install Salesforce's NPSP package and then install GoFundMe Pro's NPSP extension for the tab to appear.
Install Salesforce’s Nonprofit Success Pack (NPSP)
How do I ensure a semi-annual frequency is reflected in NPSP Recurring Donation records?
If you’re using the semi-annual frequency in your GoFundMe Pro recurring program, you’ll want to update the Installment Period picklist values for the NPSP Recurring Donation object. To do so:
- In Salesforce, select Setup
- Select the Object Manager tab
- Find the Recurring Donation object and select Fields & Relationships
- Find and select the Installment Period field
- Scroll down to Values and select New to create a picklist value for Semi-Annually
- Select Save
How do I turn on NPSP Email Matching?
To turn on email matching, you'll need to have version 6.8 or later of the Salesforce integration. If you do, go to your Control Panel and:
- Select Settings
- Toggle NPSP Email Matching on
Once you do, you can match across the personal email, work email, and alternative email fields.