CRM Integrations
      Back to home
      1. Donately Help Center
      2. Integrations
      3. CRM Integrations

      Using Donately's Native integration to Salesforce

      Integrating Donately with Salesforce allows you to automatically sync donor data, donations, and recurring gifts, ensuring your nonprofit has a comprehensive view of your supporters.

      Prerequisites:

      • Donately account with admin access
      • Salesforce account (Enterprise Edition or higher)
      • System Administrator User permissions in Salesforce
        • The Salesforce user setting up your Donately native integration needs to have access to the 'System Administrator' permission set in Salesforce so Donately can create & write to custom Salesforce objects.
        • It's advised to create a Salesforce profile and attach it to this user so that you can specify defaults on Donately created objects, specifically:
          • Donately does not specify the Account type - you may need to default this to 'Household' for the Donately profile.
          • Donately does not specify the Opportunity type - you may need to default this to 'Donation' for the Donately profile.
      • Donately <> Salesforce Mapping Guide
      • Your Donately Account ID (found here)
      • Your Donately API token (found here)

      Step 1: Connecting Donately to Salesforce

      1. Log into Donately: Navigate to the “Integrations” tab under your Donately settings.
      2. Select Salesforce: From the list of available NATIVE integrations, click on “Salesforce.”
      3. Authenticate Your Account: You’ll be prompted to log into Salesforce and allow Donately to access your data. Make sure to grant permissions.
        • It's imperative to be sure you have system admin user permissions in Salesforce during this setup process to add Donately custom fields. Not having these permissions will affect the integration functionality. 
      4. Field Mapping Configuration: Once connected, Donately will automatically map key fields to Salesforce objects such as Contacts, Opportunities, and Account. This automatic mapping ensures real-time data syncing between Donately and Salesforce without manual input. 

      To see the complete list of fields Donately automatically maps to Salesforce objects, view the mapping guide.

      Step 2: Field Mapping Overview

      Here’s a breakdown of how Donately data is mapped to Salesforce objects based on the provided webhook flows:

      1. Donor Information (Contact)

      Donately automatically creates or updates donor records in Salesforce under the Contact object. Key fields include:

      • Full Name: Mapped to Contact Name
      • Email: Mapped to Contact Email
      • Phone: Mapped to Contact Phone
      • Address: Mapped to MailingStreet, MailingCity, MailingState, MailingPostalCode

      2. Donation Information (Opportunity)

      Donations are created as Opportunities in Salesforce, allowing you to track the financial impact of each supporter. Key mapped fields include:

      • Donation Amount: Mapped to Opportunity Amount
      • Donation Date: Mapped to Close Date
      • Donation Type: Mapped to DntlyDonationType (recurring or one-time)
      • Donation ID: Mapped to DntlyDonationId
      • Recurring Donation: Mapped to a custom checkbox DntlyDonationRecurring

      3. Custom Fields for Enhanced Tracking

      In addition to standard Salesforce fields, Donately syncs with several custom fields to provide a richer data set:

      • Transaction ID: Mapped to DntlyTransactionId
      • Donation Comments: Mapped to DntlyComments
      • Subscription Frequency: Mapped to DntlyRecurringFrequency

      Step 3: Customizing Your Integration with Salesforce’s Import Wizard (Optional)

      If your organization has specific workflows or custom objects, you can further customize the integration using Salesforce’s Import Wizard:

      • Use the wizard to map additional fields or customize how data is imported.
      • Once the initial setup is complete, all future data syncing will happen automatically based on your custom mappings.

      Step 4: Testing the Integration

      After setting up the integration, it's important to test it:

      1. Make a Test Donation: Process a small test donation in Donately.
      2. Check Salesforce: Ensure that the donation, donor information, and campaign details have successfully synced to the appropriate Salesforce objects.

      Webhook Flows Explained (Optional Advanced Configuration)

      For those interested in how data flows between Donately and Salesforce, here’s a summary of the webhooks used:

      • Webhook: account.donation.create.success: Triggers when a donation is created. This updates both the donor and donation records in Salesforce.
      • Webhook: account.subscription.update.success: Updates recurring donation information in Salesforce when subscription details change.

      Need Help?

      Our support team is ready to assist with any questions you have regarding setup or customization.

      If you'd like to schedule a call with our development team for support with connecting Salesforce initially, please reach out to: support@donate.ly. We're happy to help walk you through these steps!