Salesforce (NPSP)
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Intro to the Salesforce base integration
If this feature isn't available to you in GoFundMe Pro, contact our team to learn about adding it to your account. In...
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Set up the Salesforce base integration
If this feature isn't available to you in GoFundMe Pro, contact our team to learn about adding it to your account. In...
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Salesforce base integration objects and fields
Note : GoFundMe Pro was previously known as Classy, so that name may still appear in custom objects, fields, and labe...
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Salesforce integration settings
Before you start If this is your first time viewing the Salesforce integration settings, we recommend reviewing them...
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Sync missing data in the Salesforce integration
In this article: Data Sync tool API Requests Error messages and solutions Sync historical data for the first time F...
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NPSP and the Salesforce integration
Before you start To use the NPSP extension, you need: The latest version of Salesforce’s NonProfit Success Pack (NP...
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Sync offline donations and registrations to Salesforce
Note : GoFundMe Pro was previously known as Classy, so that name may still appear in custom objects, fields, and labe...
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Troubleshoot the Salesforce base (NPSP) integration
Note : GoFundMe Pro was previously known as Classy, so that name may still appear in custom objects, fields, and labe...
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Enhanced Contact Matching in the Salesforce integration
Before you start If you’re unfamiliar with Salesforce Duplicate Management, we recommend reviewing how it works firs...
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Salesforce base integration and event data
Transaction information Attendee information Contact matching Prevent attendee Contact creation Campaign Member and ...
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Salesforce base integration FAQ
Before you start This guide covers frequently asked questions related to our Salesforce base (NPSP) integration. How...
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Custom field mapping in the Salesforce integration
In this article: Map to custom fields Existing mappings Troubleshooting and FAQ By default, the Salesforce base (N...
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Map custom questions to Salesforce
In this article: View custom questions and answers Map custom answers Troubleshooting and FAQ Before you start Ma...
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API request error messages in Salesforce
In this article: FIELD_CUSTOM_VALIDATION_EXCEPTION CANNOT_EXECUTE_FLOW_TRIGGER REQUIRED_FIELD_MISSING DUPLICATES_DE...
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Bidirectional Supporter sync in Salesforce
In this article: Requirements Technical details Using the Salesforce base (NPSP) integration, updates to a Contact...
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Giving Cart in Salesforce
Before you start: Nonprofit Cloud does not yet support Giving Cart. Only our Salesforce base (NPSP compatible) integr...
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Salesforce base (NPSP) integration reports
Before you start We're currently experiencing an issue with reports populating in the GoFundMe Pro Control Panel V2....
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Resolve duplicate Contacts in the Salesforce base integration
In this guide: Duplicate Rules Control Panel settings Merge or delete duplicates Frequently asked questions If you...
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Salesforce and Giving Season
Bulk processing FAQ Before you start Make sure you are on the latest version of the Salesforce base integration to ...
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Reconciling donations in the Salesforce base (NPSP) integration
Sync missing data Compare reports Offline donations and registrations FAQ With an active Salesforce base (NPSP) inte...
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Update the Salesforce base integration
Before you start You will need System Administrator access in Salesforce to perform the update. Use the most recent ...
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Salesforce integration control panel
In this article: Overview Data sync Settings Custom field mapping Reports FAQ The Salesforce base (NPSP) integrati...