Setting up the Salesforce integration

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.

1. Install the latest version of NPSP (Version 3.226 or newer is required). You can learn more about the installation process here.
   
   
2. Install the Every.org for Salesforce package.
   
   
3. 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)

   
   

4. 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 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.

(Optional) Disabling Automatic NPSP Sync

Disabling automatic NPSP sync prevents related objects from being automatically created when an Every.org Donation, Donor, or Charge is synced. This includes: Opportunity, Recurring Donation, Contact, and Account.

1. In your Salesforce setup, go to Custom Settings.
   
2. Find and click into the Every Package Settings setting. Press Manage. Hit New in the Default Organization Level Value section. 
   
3. For Location, select User and find the integration user used for your sync setup. Select Disable NPSP Sync. Hit Save.
4. Done!

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, using the donor’s to find the best Contact match. 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.

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.

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. When an Every Donation Charge is created, an associated NPSP Payment is created.

Field Mappings to Salesforce and NPSP Objects