Salesforce is a customer relationship management tool, also known as a CRM, helping companies manage supporter and contribution data, target and personalize marketing engagement, and integrates with many applications, including Givecloud.
Givecloud allows you to connect your Salesforce account to keep all your supporter and contribution data in one central place.
In this article,
How the Salesforce Integration works
Givecloud provides access to your contribution and supporter data objects in Salesforce. All your data objects from Givecloud remain separate from your Salesforce database until you create a workflow.
How you use your Givecloud data with Salesforce is up to you!
Create and customize your own unique workflows within Salesforce to determine how you wish to integrate your Givecloud data. To add a workflow, go to Setup > Platform Tools > Process Automation > Workflow Rules. To learn more, check out Salesforce's help article, Create a Workflow Rule or reach out to Salesforce Support.
What Data Objects are available?
Data objects from contributions, contribution line items, contribution discounts, and supporters data are available on Salesforce.
How to integrate Salesforce to Givecloud
1. To integrate Salesforce to Givecloud, you will begin by going to Settings > Integrations, then selecting +Install under Salesforce from the integrations panel.
*Keep your Givecloud admin open in a separate tab. You will need to access the Salesforce integration panel later in the setup.
2. Next, open the install packages link. Then login to Salesforce.
Once you are logged in to Salesforce, you will be walked through the install process. Ensure that you install the app for All Users. Once the app is installed, the next step is to create the connected app, which integrates Givecloud and Salesforce.
3. To begin, go to Platform Tools > Apps > App Manager on the left-hand side.
In the App Manager, select the button New Connected App located in the right-hand corner.
Add a Connected Name; an example would be "Givecloud Integration."
Add an API Name; an example would be "Givecloud Integration."
Then add a Contact Email of a user from your organization.
4. Next, under API (enable OAuth settings), check the box beside OAuth Settings. Then, add the Callback URL below, as described below.
To access the Callback URL, go to the Salesforce integration panel in Givecloud, and Copy the Callback URL provided. Paste the Callback URL in the box in Salesforce.
Once you have added the Callback URL, under Available OAuth Scopes, choose the following permissions by selecting the permission then add using the add arrow,
Perform Request at Anytime
Once complete, scroll to the bottom of the page and Save.
5. After you save, a screen will appear, with the following message,
"Changes can take up to 10 minutes to take effect. Deleting a parent org also deletes all connected apps with OAuth Settings Enabled."
Select Continue. This message lets you know it can take up to 10 minutes to configure the connection.
6. The connected apps page will load again with the credentials you need to add to the Salesforce Integration Consumer Keys section in Givecloud.
Under API (enable OAuth settings), copy the Consumer Key, then paste the key into Givecloud under the Salesforce field, Consumer Key.
Next, go back to Salesforce, and to the right of Consumer Key will the Consumer Secret. Click to Reveal the consumer secret, then copy and paste the consumer secret into Giveclound under the Salesforce field, Consumer Secret.
Save once complete.
7. Select the Connect Salesforce.
Note: Since adding the Connected App may take up to 10 minutes, you may encounter an error when you click the Connect button. If that happens, you may just have to wait a bit longer until the Connected App is available.
Once connected, you will be asked to approve access to Salesforce. Select Allow to continue.
After Salesforce is connected, you can easily test or disconnect the connection at any time.
Where is my Data? Adjusting the Default View in Salesforce
To access your Givecloud data in Salesforce, you can click the "View All" button in the mini-app launcher in the top left of your Salesforce instance:
The mini-app launcher will take you to the complete App Launcher, where you will see the Givecloud App.
Click on the Givecloud app will allow you to view your Givecloud data.
Tip: Using the grab handle (8 dots beside the app name), you can drag the Givcloud up to the top of the App launcher and then it will show in the Mini Launcher.
When you start with the Givecloud integration, your Salesforce Instance will default the Givecloud Data Views to "Recently Viewed."
This means that you won't see any data unless you recently accessed it. To change this, you can adjust the default view.
To adjust the default view in Salesforce,
Go to the mini-app launcher menu in the upper-left-hand corner, and select Givecloud.
Select 'Recently Viewed' in the upper-left-hand corner and choose 'All.' To make All your Default View, select the pin icon to save.
The default view is customizable per user. If a teammate cannot see the Givecloud data objects, it may be due to the default view settings on their profile.
Salesforce Integration Support
Givecloud is here to help with any of your questions regarding integration. If you have any questions regarding Salesforce, please reach out to their support team.