Donorbox has partnered with Salesforce, the world’s #1 CRM platform, to integrate with their Nonprofit Success Pack (NPSP 3). As its name suggests, NPSP is built specifically for nonprofits. It allows you to easily analyze your donor data (names, addresses, relationships, donation frequency, etc.) and maintain positive relations with your supporters. More than 27,000 nonprofits and educational institutes are using Salesforce NPSP.

1. Salesforce Nonprofit Integration With
Donorbox Donation Form

2. Donorbox has partnered with Salesforce, the
world’s #1 CRM platform, to integrate with their
Nonprofit Success Pack

3. NPSP is built specifically for
nonprofits. It allows you to easily
analyze your donor data (names,
addresses, relationships, donation
frequency, etc.) and maintain positive
relations with your supporters
NPSP 3

4. This manual will guide you through the simple
integration process so that you can automatically
sync all your Donorbox donors, payments, and
campaign data with your Salesforce NPSP
account. Take a look—you can set up the
integration in just 20 minutes!

5. SET UP NPSP

6. Go to salesforce.org/trial/npsp
and submit the form to sign up
for the “Lightning Enterprise
Edition + the Nonprofit Success
Pack (NPSP)”
1

7. Check your email for a
confirmation email
from support@salesforce.com.
Confirm your account by
setting a new password
2

8. Salesforce created the Power
of Us program for nonprofit
organizations and higher
education institutions.
They offer 10 free enterprise
licenses
http://powerofus.salesforcefoundation.org/
powerofusapply
3

9. EXISTING SALESFORCE USER
INSTALL NPSP

10. To begin the data integration,
you first need to connect
Donorbox with your Salesforce
account. On your Donorbox
Account page, click on
“Salesforce Integration”
1

11. Click on “Connect with
Salesforce”. It should prompt
you to log in to your Salesforce
account
2

12. Simply log in to Salesforce to
connect your account.
Salesforce will verify your
account through a verification
code. After successful
verification, it will ask you to
allow access to Donorbox.
Make sure you select the
“Allow” button
3

13. After a successful connection,
you will be redirected to
the Salesforce Integration
page in your Donorbox Account
4

14. MAP DONORBOX DATA TO
SALESFORCE OBJECTS

15. Standard Fields
1.On your Salesforce Integration page, click on the
“Map Standard Form Data to Salesforce” link. Or,
click the “Salesforce Data Mapping” tab on the left.
2.From there, pick the Salesforce fields (in Contact,
Account, and Opportunities) that you want this data
to flow to

16. Custom Fields
1. Head back to your Donorbox dashboard
2. For each campaign, you will see a “Salesforce” link
3. Just like the standard field mapping above, you can
map the values of additional questions to custom
fields in your Salesforce objects

17. READ THE ENTIRE BLOG
https://donorbox.org/nonprofit-
blog/salesforce-npsp-integration/