Sencillo
Se conecta con solo un clic sin configuraciones adicionales.
Conecta Salesforce y permite que los datos de los donantes fluyan a Salesforce para obtener una mejor visibilidad y pronóstico de las donaciones y donantes. Esta integración cumple con Salesforce NPSP, ofrece una detallada coincidencia de contactos para evitar duplicados y admite el objeto Donaciones recurrentes de Salesforce.
Se conecta con solo un clic sin configuraciones adicionales.
Modifica mapeos y controla el flujo de datos sobre la marcha.
Encuentra campañas y contactos coincidentes en Salesforce.
Nunca olvides información importante de los donantes en múltiples puntos de contacto. La integración con Salesforce te ayuda a administrar cada relación con los donantes con un toque personal.
Las sólidas funciones de generación de informes de Salesforce, junto con toda la información enviada desde Donorbox, ayudan a tomar decisiones importantes basadas en datos.
Nuestra integración nativa utiliza los objetos estándar de Salesforce que están presentes en el modelo de datos NPSP para que toda la experiencia sea fácil y conveniente.
Con Donorbox, tus planes se sincronizan como donaciones recurrentes en Salesforce, ayudándote a lograr pronosticar el presupuesto.
Nonprofit Success Pack is an add-on that customizes Salesforce Cloud for nonprofit use. Nonprofit Cloud is a standalone, cloud-based solution for nonprofits. While both are great options, here are some key differences between the two:
Nonprofit Success Pack | Nonprofit Cloud | |
Contact Management | Household accounts (Person accounts not supported) | Person accounts |
Automation | Flow and Apex | Omnistudio, Business Rules Engine, Apex, and Flow |
Program and Service Tracking | No Program and Service tracking | Program and Service tracking on both Objects and Schedules |
Dynamic Program Participant Assessments | Not supported | Available |
Program Participant Profiles | Not supported | Program Participant details available on Contact page |
Follow the quick steps below - or find a more detailed step-by-step guide here - to integrate Donorbox directly with Salesforce.
Log in to your Donorbox account. If you need an account, sign up for free here.
Sign up for a free trial of NPSP or Nonprofit Cloud.
Visit the Salesforce add-on page in your Donorbox account - find it under ‘Integrations & Add-ons.’
Decide which Salesforce mode you want to work in and click the corresponding toggle.
Once you click a toggle, you will be prompted to log in to Salesforce and asked if you wish to allow access for Donorbox. Click ‘Allow.’
Your integration is now live and all required data mappings are complete! Data will start flowing soon.
You can choose to customize both standard and custom fields right from the integrations page.
$50/month
The Donorbox + Salesforce native integration is available at $50/month.
Salesforce Nonprofit Cloud starts at $60/month per user. You can receive 10 free licenses through the Power of Us Program. NPSP is a free, open-source application.
Sign upThe Salesforce integration can be included in your customized monthly Premium fee, based on your needs. Learn more about Premium.
Salesforce costs are not included in Donorbox Premium.
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