Welcome to the SalesForce User Guide for OnlineGiving.org! This guide provides a comprehensive overview of how to seamlessly integrate SalesForce Nonprofit Service Pack (NPSP) with OnlineGiving. You'll discover how to automate donor matching, record donations, manage funds, and explore upcoming integration features. Whether you're just starting or looking to optimize your giving processes, this guide will help you maximize your SalesForce and OnlineGiving integration.
Key Functions:
- Seamless integration between SalesForce NPSP and OnlineGiving for efficient donor and donation management.
- Automated processes for donation recording, refund tracking, and ACH rejections.
- Advanced donor matching features for both individual and organization donors.
- Upcoming tools like mobile apps, text marketing, and custom form builders integrated with SalesForce.
Table of Contents
- SalesForce Integration Overview
- Getting Started with Setting up SalesForce Integration
- How to Update Funds/Sub-Funds with Matching SalesForce Funds
- Automatic Donor Matching with SalesForce
- Automatic Donation Recording with SalesForce
- OnlineGiving.org Software Features - FAQ
- Merchant Processing Help - FAQ
- Key Salesforce Integration Features
- Additional Integrations Coming Soon
- Customer Support and Resources
- FAQ
SalesForce Integration Overview
Online Giving provides a direct API integration with SalesForce, enabling automatic donor matching and donation recording. The integration requires the SalesForce Nonprofit Service Pack (NPSP), which most non-profits already have installed. If unsure, contact your SalesForce support agent for confirmation.
Key Benefits:
- Automates donation and donor data management.
- Synchronizes OnlineGiving's fund and donor information with SalesForce.
- Available for all churches subscribed to the $30+ monthly plans.
Getting Started with Setting up SalesForce Integration
To get started, send an email to support@onlinegiving.org with the following information:
- SalesForce Login URL
- SalesForce Administrator Username
- SalesForce Administrator Password
Our team will securely link your SalesForce and OnlineGiving accounts, updating your funds/sub-funds to match SalesForce records. Once complete, you'll receive a confirmation of the integration.
How to Update Funds/Sub-Funds with Matching SalesForce Funds
After integration, all donation records will sync with the corresponding SalesForce fund. Follow these steps to manage your funds:
- Login to your OnlineGiving control panel.
- Select Funds from the left menu.
- Click the gear icon next to the fund you want to edit.
- Select Edit Fund from the drop-down menu.
- Choose the correct SalesForce Fund from the list.
- Click Save to apply changes.
Repeat as necessary for additional funds.
Automatic Donor Matching with SalesForce
The SalesForce integration includes automatic donor matching through a multi-factor algorithm. This process matches donor profiles to SalesForce contacts or organizations based on donation data.
How it Works:
- Matches are automatically saved for future donations.
- If no match is found, a new SalesForce contact or organization is created and stored in the donor's profile.
- You can view or update SalesForce Match IDs from the donor?s profile by using search terms like email, name, or organization.
Automatic Donation Recording with SalesForce
After a donation is made, OnlineGiving automatically records it in SalesForce as an NPSP Opportunity. Each donation is tracked with a SalesForce Opportunity ID and linked to the appropriate contact or organization.
If a donation fails to record, the system will retry over 12 hours, or you can manually trigger the recording using the steps below:
How to View SalesForce Donation ID for a Transaction:
- Login to your control panel.
- Select Donations from the left navigation menu.
- Filter and search for donations as needed.
- Click on a donation to view details.
- The SalesForce Opportunity ID is displayed in the bottom-right corner.
How to Manually Trigger a Donation for Recording:
- Login to your control panel.
- Navigate to Donations.
- Search for the relevant donation.
- Click to open the donation details.
- Click Retry Recording to push it to SalesForce.
OnlineGiving.org Software Features - FAQ
1. What is the SalesForce Integration offered by OnlineGiving.org?
The SalesForce Integration enables churches to seamlessly integrate their donation platforms with SalesForce CRM, allowing them to enhance giving experiences, engage members, and manage donations effectively.
2. What features does the SalesForce Integration include?
- Automatic recording of donations, including Opportunities, Payments, and GAU Allocations.
- Integrated check scanning for accurate donation tracking.
- Quick entry for cash and paper checks with donor matching.
- Refund and ACH rejection recording as offset payments.
- Automatic creation and updating of household mailing addresses.
- 24/7 integration monitoring and automatic retries for failed API events.
3. Does OnlineGiving.org offer a custom form builder integrated with SalesForce?
Yes, the Custom Form Builder allows you to create and manage forms that integrate directly with SalesForce.
4. Are there upcoming SalesForce integrations?
Yes, future integrations include mobile apps, text marketing, chatbots, and church metrics.
5. What platforms does OnlineGiving.org integrate with besides SalesForce?
OnlineGiving integrates with various ChMS platforms like Breeze, Planning Center, Quickbooks, Rock RMS, and more.
Merchant Processing Help - FAQ
1. How are refunds and ACH rejections handled in SalesForce?
Refunds and ACH rejections are automatically recorded as offset payments against the original donation.
2. How does OnlineGiving.org manage cash and check donations?
Cash and check donations are entered into SalesForce using the Quick Entry feature, with matching donor and distribution details.
3. How are check donations processed and recorded?
Check donations are scanned and pushed into SalesForce with full donor and distribution details.
4. How is the integration managed for reliability?
OnlineGiving manages all integration processes 24/7, with automatic retries for API events to ensure accurate and reliable operations.
Key Salesforce Integration Features
- Integrated Donation Recording: Automatically records donations in SalesForce, including NPSP Opportunities, Payments, and GAU Allocations.
- Integrated Check Scanning Recording: Scanned checks are recorded in SalesForce with donor and donation details.
- Quick Entry for Cash and Paper Checks: Quickly enter cash and check donations, ensuring donor and distribution records are correct.
- Automatic Refund and ACH Rejection Recording: Refunds and rejections are logged as offset payments in SalesForce.
- Donor Management for Organizations and Individuals: Supports both individual and organization donor profiles with matching or new record creation.
- Managed Integration Recording: 24/7 monitoring ensures data accuracy, with automatic retries for failed API events.
Additional Integrations Coming Soon
- Custom Form Builder: A visual form builder integrated with SalesForce for easy form creation.
- Mobile App Integration: A custom church app integrated with SalesForce to enhance mobile giving.
- Text Marketing Platform: A text marketing system integrated with SalesForce to boost communication.
- Chatbot Integration: An upcoming feature designed to enhance guest engagement through automated responses.
- Church Metrics: A tool to track ChMS engagement and provide interactive metrics via SalesForce.
Customer Support and Resources
- Support Options: Guides, FAQs, and direct customer support are available.
- Demo and Consultation: Schedule a demo or call (615) 206-4000 for direct inquiries.
FAQ
1. What is the NPSP in SalesForce?
The Nonprofit Success Pack (NPSP) is a set of tools for managing donor data, available for free to qualifying non-profits.
2. How do I confirm if my organization has NPSP?
Contact your SalesForce support agent to verify if NPSP is installed.
3. What happens if a donation fails to record in SalesForce?
The system will retry recording over 12 hours. If it fails, use the Retry Recording button to manually push the donation.
4. Can I integrate other platforms with OnlineGiving.org?
Yes, in addition to SalesForce, OnlineGiving integrates with platforms like Breeze, PCO, Quickbooks, and more.
