Simple
Connect in a few clicks with no additional configurations.
Allow your donor data to flow to Salesforce for better visibility and forecasting of your donations and givers. This integration is compliant with Salesforce NPSP and Nonprofit Cloud, has detailed contact matching to avoid duplicates, and supports the Salesforce Recurring Donations object.
Connect in a few clicks with no additional configurations.
Modify mappings and monitor your data flow on the fly.
Find matching campaigns and contacts in Salesforce.
Never forget important donor details across multiple touch points. The Salesforce integration helps you manage each donor relationship with a personal touch.
Salesforce’s strong reporting features, along with all the information pushed from Donorbox, help you make important data-driven decisions.
Our native integration uses the standard Salesforce objects that are present in the NPSP and Nonprofit Cloud data models to make your entire experience easy and convenient.
In addition to tracking all one-time donations, your recurring plans on Donorbox get synced as recurring donations in Salesforce, helping you achieve your budget forecasting.
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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