Intro to the Salesforce base integration

Set up the Salesforce base (NPSP compatible) integration

The first step is to connect your GoFundMe Pro and Salesforce accounts. Once turned on, the Salesforce integration will automatically pull new data from GoFundMe Pro into Salesforce. 

Learn how to set up the Salesforce base integration

Configure settings

After you activate the integration, review and customize the integration’s settings to match your needs. 

To access your settings:

1. Log in to Salesforce
2. Select the App Launcher
3. Search for and select GoFundMe Pro Control Panel V2
4. Select the Settings tab

A drop-down list appears. Here you can customize default settings, change parent and child campaign hierarchy, and enable features such as Enhanced Contact Matching and Custom Field Mapping.

Full list of the integration settings

Learn about custom objects & fields

By default, the Salesforce base integration syncs to standard objects such as Contacts, Accounts, Opportunities, and Campaigns. It also syncs to a few custom objects, such as GoFundMe Pro Recurring Donors, GoFundMe Pro Related Entities, GoFundMe Pro Custom Questions, and GoFundMe Pro Custom Answers. 

For a complete list of the objects and fields that the Salesforce integration populates, see our technical documentation.

If you need to populate additional fields with GoFundMe Pro data, use the GoFundMe Pro Field Mapping Tool.

Familiarize yourself with the Control Panel

The Salesforce integration Control Panel provides general information about your integration, such as the environment, current version, available updates and recommended installations. 

To access the control panel:

1. Log in to Salesforce
2. Select the App Launcher
3. Search for and select GoFundMe Pro Control Panel V2

Learn more about the GoFundMe Pro Control Panel

Test the integration

When you first activate the Salesforce base integration, we recommend starting with a Salesforce sandbox to test the integration and see how data flows. Testing will help highlight any potential customizations in your instance that may prevent the integration from creating and editing records. It will also expose which fields the integration populates under their respective objects.

Create and test a campaign

To test the data flow, create and publish a campaign in GoFundMe Pro and make a few small donations. You can refund these later. 

Learn more about how to create a campaign.

Check to see if data is flowing as expected

If your data is not flowing into the Salesforce sandbox, visit the GoFundMe Pro Control Panel V2 to check the overall health of the integration. Then, check the GoFundMe Pro API Request object for any failed records with error messages. 

For a list of the most common error messages and solutions, see our guide. If an unfamiliar error is showing, reach out to our Care team.

Connect your GoFundMe Pro account to production

Once you’ve completed testing, you’re ready to make the switch to production. When you are ready, follow the steps in our guide for switching accounts and users.

(Optional) Turn on Enhanced Contact Matching

By default, the Salesforce base integration uses the standard Email field for contact matching. You can customize this feature with Enhanced Contact Matching. Before you enable Enhanced Contact Matching, you will need an active Contact Duplicate Rule.

Learn more about Enhanced Contact Matching.

(Optional) Set up the NPSP extension

The Nonprofit Success Pack (NPSP) is an addition to Salesforce built specifically to help nonprofit organizations manage their relationships with donors. GoFundMe Pro provides an NPSP extension to help manage GoFundMe Pro data with the NPSP’s fields and objects.

If your organization uses NPSP, learn how to set up the NPSP Extension.

Sync historical data

Once activated, the Salesforce base integration syncs data automatically. However, you may be missing historical data from before you turned on the integration. To fill these gaps, use our data sync tool in the GoFundMe Pro Control Panel V2.

Learn more about the Data Sync tool.

Learn about reports

GoFundMe Pro provides a few recommended reports to use as templates. We recommend starting with these templates to ensure you are not missing any necessary criteria for data accuracy.

Learn more about our Salesforce reports.

Troubleshooting

Now, you should be able to take advantage of all the benefits the Salesforce integration offers. If you run into problems, see our troubleshooting guide.

Frequently asked questions

Will the Salesforce base integration sync automatically?

After you enable the integration, all incoming data will sync to Salesforce automatically. However, historical data will not automatically sync. Use the Data Sync Tool to sync data using a date range. 

Learn more about the Data Sync Tool

How long will it take to see changes made in GoFundMe Pro?

Any changes made to a record in GoFundMe Pro will update in real-time, but Salesforce customizations (workflows, processes, triggers, etc.) and times of high transaction volume may increase processing time.

Note that editing records in GoFundMe Pro that have already synced to Salesforce might overwrite any changes that were made to fields in Salesforce.

Will the Salesforce base integration attempt to re-sync missing data?

For data integrity purposes, any missing data will attempt to re-sync every morning around 2 a.m. 

Is the Salesforce base integration a two-way sync? Will changes made in Salesforce update records in GoFundMe Pro?

Currently, the integration is only able to sync offline donations/Opportunities and updates made to Contact records from Salesforce to GoFundMe Pro. For more information on these features, please see our documentation on Syncing Offline Donations and Bidirectional Supporter Sync.

Does the Salesforce base integration connect to Live Events?

Not directly. However, attendee and transaction information that flows into GoFundMe Pro from Live Events will sync to Salesforce via the integration.