Salesforce Integration

Objective

• Create a new Opportunity record in Salesforce when a donation is processed through GiveDirect.

Pricing

• Pricing is based on the number of tasks performed in your integration. There is no cost to set up an integration or to make changes.

Getting Started

• We will create a custom URL (HTTP Request) that is used by GiveDirect to make a connection to the Salesforce database.
• A set of login credentials to the Salesforce database is securely stored by GiveDirect and used for the connection. The charity will provide the login credentials to GiveDirect.
• We will test the connection to ensure that it’s working properly. We can test either in sandbox or production environment.
• If the charity has existing recurring transactions with GiveDirect, the charity will provide the Salesforce Contact Record ID and Account Record ID for each person.
• Field Mapping: We will have a Zoom call with you with screen sharing to go through the process of mapping your Bloomerang fields to the GiveDirect fields.

Typical Integration Steps

When a donation occurs, GiveDirect performs the following steps:

• Look for an existing Contact Record or create a new one – Looks for an existing contact record using a donor’s email address as the search field. Or, creates a new contact record when the contact does not already exist.

• Create a new Opportunity record – If no duplicate record is found, a new record is created using the mapping defined by you.
• Add a row to your daily integration report – A row is added to the email report that you receive. The report shows the Salesforce Account ID, Contact ID, and Donation ID used for the GiveDirect donation. A note and the date the transaction was sent to Salesforce is also recorded in the GiveDirect control panel.

Static Fields

The field map will define which fields need to be populated with GiveDirect data and which contain fixed values or text, like Stage or GL Code, etc.

Conditional Formatting

If you need a date formatted a certain way or a field concatenated, we can do that. Some if / then conditional statements can be accommodated. Ask us about your specific need.

Future Updates

Your database and business processes will change over time. Updates to your integration file are currently free of charge.