Salesforce integration control panel
The Salesforce base (NPSP) integration Control Panel serves as a central hub where you can find general information about your integration, access to powerful tools, and customize integration settings.
To access the control panel:
- Log in to Salesforce
- Select the App Launcher
- Search for and select GoFundMe Pro Control Panel V2
Overview
On the Overview tab, you’ll see general information about your Salesforce integration, such as the environment and current version you’re running. Use the menu near the top to access the Data Sync tool, Settings, and Reports.
System configuration
Under this section, you can see how your integration is configured. For example, you can see whether your current environment is Sandbox or Production.
Recent activity
This section contains your recent integration activity. Select a result under the Name column to see more about a particular item. Or, select View All to access a complete history.
Recommended installations
This section contains recommended installations, including future Salesforce integration updates. You can install any recommended installations directly from this section.
API credentials
This section displays your API credentials. Select your Org ID to see more details, including your Client ID and Client Secret (do not share these details to keep your integration secure).
Resources
Under Resources, you’ll find links to popular support articles that provide answers to common questions. There is also a link to contact us if you need further assistance.
Data sync
Select the Data Sync tab to access your data sync tool. The Salesforce integration syncs data automatically, but you can use this tool to re-sync data or sync historical data.
To sync data, select the Data Type, Start Date, and End Date for the data you want to find. If the data doesn't appear, select the refresh icon to the left of the Create Data button. Use the additional filters under Results to refine the data.
When you are ready to sync your data, select Create Data. Note that the data sync only searches for missing data. Any data that was already synced will not appear in your results to prevent duplicates.
Check the sync status
After the tool runs, check the status of the API requests to make sure the data was created successfully. If the data failed, the API request record contains the error log that needs to be solved before trying again.
Settings
As the name suggests, the Settings tab contains all your integration settings. These include features such as Enhanced Contact Matching and NPSP Email Matching.
Learn more about the Salesforce integration settings.
Custom field mapping
Create custom mappings with our custom field mapping tool. Check out our guide to learn more.
Reports
Note: We're currently experiencing an issue with reports populating in the GoFundMe Pro Control Panel V2. You can also find our reports by following these steps:
- Open the App Launcher and search for and select Reports
- Select All Folders
- Select Classy Reports
Under the Reports tab, you can access your Salesforce integration reports. By default, there are a few recommended reports that you can use as templates. Select a report to see relevant data, add filters, and to save or export a copy.
Learn more about Salesforce integration reporting.
Frequently asked questions
My Control Panel looks different. How do I get the one shown in the article?
You may be running an older version of the Control Panel. Make sure you select Control Panel V2 from the App Launcher. If you do not see this option, you’ll need to update the integration to use the new Control Panel.
How do I install the Salesforce base integration?
To use the Salesforce base integration, you’ll need to have a Salesforce integration subscription. If you do not have a subscription, contact your Account Manager. If you have a subscription and need help getting started, check out our guide.