Donorbox + Salesforce

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.

Donorbox + Salesforce

An Integration that takes care of everything

Simple

Simple

Connect in a few clicks with no additional configurations.

Simple

Flexible

Modify mappings and monitor your data flow on the fly.

Simple

Intelligent

Find matching campaigns and contacts in Salesforce.

Maintain complete donor history

Never forget important donor details across multiple touch points. The Salesforce integration helps you manage each donor relationship with a personal touch.

Maintain complete donor history

Insightful analytics on donors and donations

Salesforce’s strong reporting features, along with all the information pushed from Donorbox, help you make important data-driven decisions.

Insightful analytics on donors and donations

Native and low-maintenance

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.

Native and low-maintenance

Plan ahead with greater confidence

 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.

Plan ahead with greater confidence

Nonprofit Success Pack vs. Nonprofit Cloud

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 PackNonprofit Cloud
Contact ManagementHousehold accounts (Person accounts not supported)Person accounts
AutomationFlow and ApexOmnistudio, Business Rules Engine, Apex, and Flow
Program and Service TrackingNo Program and Service trackingProgram and Service tracking on both Objects and Schedules
Dynamic Program Participant AssessmentsNot supportedAvailable
Program Participant ProfilesNot supportedProgram Participant details available on Contact page

How to Integrate Donorbox + Salesforce

Follow the quick steps below - or find a more detailed step-by-step guide here - to integrate Donorbox directly with Salesforce.

Sign in to Donorbox

Log in to your Donorbox account. If you need an account, sign up for free here.

Sign in to Donorbox

Create a Salesforce account

Sign up for a free trial of NPSP or Nonprofit Cloud.

Create a Salesforce account

Locate the integration in Donorbox

Visit the Salesforce add-on page in your Donorbox account - find it under ‘Integrations & Add-ons.’

Locate the integration in Donorbox

Choose Production or Sandbox Mode

Decide which Salesforce mode you want to work in and click the corresponding toggle.

Choose Production or Sandbox Mode

Allow Donorbox on Salesforce

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.’

Allow Donorbox on Salesforce

Customize your integration

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.

Customize your integration
Launch the Donorbox + Salesforce Integration

Pricing

Donorbox + Salesforce

$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 up

Donorbox Premium

The 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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