Donorbox has partnered with Salesforce to integrate its donation forms with Salesforce's Nonprofit Success Pack (NPSP), enabling nonprofits to analyze donor data and maintain relationships efficiently. The integration can be set up in about 20 minutes, and the manual provides step-by-step instructions for linking Donorbox donors, payments, and campaign data with Salesforce. Nonprofits are also eligible for 10 free enterprise licenses through Salesforce's Power of Us program.

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/