Salesforce Agentforce Nonprofit Cloud (NPC) integration FAQs
Find quick answers to common questions about the Salesforce Agentforce Nonprofit Cloud (NPC) integration.
How do I install updates?
Go to the Salesforce Agentforce Nonprofit Cloud (NPC) integration card in the Apps & Integrations menu in your GoFundMe Pro account. If a new version is available, you’ll be prompted to install the update.
If you want to stay informed about changes, you can review the release notes.
How do I switch NPC instances or users?
If you need to change users for the integration or switch from a Sandbox to Production, first disconnect the integration from Apps & Integrations in GoFundMe Pro, then reconnect it.
Turn off the integration
- In GoFundMe Pro, select Apps & Integrations
- Select Salesforce Agentforce Nonprofit Cloud (NPC)
- Select Disconnect integration
Note: If you want to uninstall the integration from your Salesforce instance completely, please follow these instructions for uninstalling a package.
Connect a new account
Now that you have turned off the integration, you’ll simply need to repeat the setup process. The new user will be the Salesforce account you log in to during the setup process.
How are person accounts updated with new information?
Salesforce’s Business Process API updates Person Accounts on an “all or nothing” basis. This means every field will update at once, not just the ones that changed.
However, the integration avoids updating Person Accounts in this way, helping you keep control and prevent unwanted changes to supporter data.
Note: We’re exploring ways to safely update specific fields in the future.
How does the integration prevent duplicates or match to existing supporters?
The integration uses Salesforce’s built-in duplicate management tools. To control how records match or prevent duplicates, review the matching rules and duplicate rules in your Salesforce instance. These settings determine how supporter records are identified and linked.
Where do I find API keys?
In Salesforce NPC, credentials are stored as Named Credentials. To find them:
- Go to Setup
- Use the Quick Find search bar
- Search for Named Credentials
Why are some lookups missing on synced records?
If related data, like question responses or Person Account lookups, is missing:
- Open the record in Salesforce
- Select Edit, then Save (no changes needed)
This can trigger Salesforce to populate the missing fields.
If the issue continues, the related record may not exist in Salesforce. Submit a historical sync request so the Care team can sync the record.
How do company donations sync?
Company donations are handled differently from individual donations:
- They create or link to an Organization Account (not a Person Account)
- They are triggered when a supporter selects “Is this a company credit card” during checkout and enters a company name
- The address comes from the transaction’s billing address
- No email is added to the organization account
Why isn’t there a supporter ID on attendees?
Supporter IDs are based on email addresses. If someone uses the same email to register multiple attendees, it can create matching issues in Salesforce. To prevent this, attendee records don’t include a supporter ID.
Do Giving Cart transactions sync to NPC?
No, Giving Cart transactions aren’t supported at this time. These transactions won’t sync automatically, and you’ll need to create them manually in Salesforce.
Turn Giving Cart off in the campaign settings, and transactions will sync as expected.
What should I do if something didn’t sync to NPC?
If a record doesn’t appear in Salesforce, there are a few things you can try.
Check related records (dependencies)
Make sure all related items exist, such as:
- Campaigns
- Designations
- Recurring plans (if used)
Review GFM Pro logs in Salesforce
Logs can help you identify what went wrong. We recommend including these fields in the list view for a clearer understanding of the error:
- Entity ID: ID of the objects in GoFundMe Pro
- Entry Type: Type of object (i.e., Campaign, Gift Designation, Gift Commitment, Gift Transaction, Payout Transaction)
- Message: Describes why the object failed to sync
Note: The integration will try to sync data up to three times before it fails. If you see one or two error messages in the logs, the record may still sync successfully on a later try.
If no log exists, contact Care to request a historical sync.