Connect to Salesforce to allow your donation and donor data to flow into your Salesforce instance. Every.org’s Salesforce integration is compatible with NPSP.
Installation
It is recommended that you test your integration on a sandbox account prior to connecting it to your production environment.
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Install the latest version of NPSP (Version 3.226 or newer is required). You can learn more about the installation process here.
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Install the Every.org for Salesforce package.
- Give Every access to your Salesforce instance.
From your nonprofit's admin dashboard, navigate to the Settings tab and scroll down to the bottom of the page. Click Advanced Settings to reveal more settings:
Scroll to Salesforce Integrations and enter your domain URL, then click Connect to salesforce. Then, login if necessary, and grant Every access.
Need help finding your Salesforce domain URL?
To find your Salesforce domain URL, within your Salesforce setup, search for My Domain and then find and copy the Current My Domain URL value. Please be sure to include the full https protocol in the URL (ex: https://www.every.org)
- Define an integration user
- In your Salesforce setup, create a new Standard User or select a user to use for this integration.
It is recommended to create a new user so it’s easy to see which records have been created by this integration. - Assign the Every.org User permission set to the user:
- In your Salesforce setup, create a new Standard User or select a user to use for this integration.
- In the Connected Apps OAuth Usage page, Install the Salesforce for Every connected app:
- Press Manage App Policies.
- Press Edit Policies.
- Under Client Credentials → Run As, select the user with the Every.org User permission set:
5. Test the integration.
- Under Advanced Settings → Salesforce Integrations in your Nonprofit Settings page, press the “Sync now” button next to the newly created integration.
- Once a test sync is successful, data will begin to be synced automatically.
And you're finished!! Every data will be synced automatically with Salesforce.
Settings
The following settings are available to customize the integrations behavior.
Default Opportunity Stage Name: This is the default Opportunity stage used when creating a new Opportunity
Opportunity Naming Convention: This is the naming schema used when creating a new Opportunity and Recurring Donation
Disable Opportunity Sync: Disables automatic Opportunity creation when a new Every Donation is created.
Disable Contact Sync: Disables automatic Contact creation when a new Every Donor is created.
Disable Recurring Donation Sync: Disables automatic Recurring Donation creation when a new Every Donation is created.
Objects and Fields
The Every.org for Salesforce package provides a set of custom objects for your Every.org data.
Every Donor
Holds all the information related to an Every.org donor. When an Every.org donor is created, it is automatically related to a matching Contact. Contacts are matched by email, using the following Contact fields to search: Email, npe01__HomeEmail__c, npe01__Preferred_Email__c, npe01__WorkEmail__c. If no matching Contact exists, a new one is created. Related Accounts are not directly created by this integration, but created by your existing NPSP rules. Automatic Contact creation can be disabled by the Disable Contact Sync settings option.
Every Donation
Represents a single donation or a recurring donation. When an Every Donation is created, an associated Opportunity is also created. If the donation is recurring, an associated NPSP Recurring Donation is also created. Automatic Opportunity and Recurring Donation creation can be disabled by the Disable Opportunity Sync and Disable Recurring Donation Sync settings options.
Note: The Installment Opportunity Auto-Creation NPSP setting specifies how Opportunities are created for Recurring Donation objects.
Every Donation Charge
Represents a single Every.org donation charge, and is related to an Every Donation. An Every Donation can have a single Every Donation Charge, or multiple if it is a recurring donation.
Field Mappings to Salesforce and NPSP Objects
| Contact | Every Donor |
| First Name | First Name |
| Last Name | Last Name |
| Opportunity | Every Donation |
| Amount | Amount |
| Close Date | Created At |
| Name | Donor Name + Date |
| StageName | Closed Won |
| npsp_Primary_Contact__c | Contact |
| Recurring Donation | Every Donation |
| Name | Donor Name + Date |
| Amount | Amount |
| Contact | Contact |
| Installment Period | Recurring Frequency |
| Open Ended Status | Recurring Status |
| NPSP Payment | Every Donation Charge |
| Opportunity | Opportunity |
| Payment Amount | Amount |
| Payment Date | Created At |
| Payment Method | Payment Method |