Salesforce

Salesforce

We have quite a few clients whose donor database is Salesforce (both the Nonprofit Success Pack version and the NGO Connect version of Salesforce). We own and maintain the connecting bridge app to enable the sync between Engaging Networks and Salesforce (we commissioned a partner agency to build the integration for us, and it’s been updated several times to continuously improve the tool). We’d recommend that you use a qualified Salesforce consultant to set up the connector for you – and we are happy to recommend some of the agencies that we’ve worked with.

Here’s the link to our Salesforce integration documentation and an overview of our connector: http://engagingnetworks.technology/index.php?title=Main_Page

More information can be found here: http://engagingnetworks.technology/index.php?title=About_the_connector

We have a free connector, which is built to provide a way of creating ‘rules’ that process staging objects, coming from Engaging Networks. Its design is to be flexible and customizable. It requires the processing rules to be created from the data coming over from Engaging Networks and often where the work lies is figuring out how your Salesforce account will associate the data.

For example, on donation pages, certain sources codes are used for gift designations. This is stored in X column in Engaging Networks, and in Salesforce needs to be aligned with Z field. Z field links to another object that indicates a faculty / designation / attribute etc. So for implementation, it needs to be understand how your business flows and processing works.

The transaction types you wish to be synced will require work to build out the appropriate processing rules. For example, I would say the simplest implementation is to create / update contacts based on fundraising data.

This means that each day, yesterday’s gift records are pulled in to Salesforce account. Contacts are then created (if new) and then the single or recurring gifts are attached to the appropriate Contact though the Opportunity object. This would probably be three mapping rules.

If advocacy campaigns are also to be synced, then appropriate mapping rules must be set. Considerations of which object in salesforce would represent that action and if there are any source codes that need to be reflected.

We also have information on our client support website, the Supportal, here: https://engagingnetworks.support/knowledge-base/integrating-with-salesforce/

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