This article walks through Double the Donation's integration with Salesforce's Nonprofit Cloud. For organizations using the Nonprofit Success Pack, please view the integration guide link below to establish your connection.
Nonprofit Success Pack users can follow this link to read instructions for establishing their connection.
Step-by-Step: Activating the Integration between 360MatchPro and Salesforce
Step-by-Step: Mapping Fields between 360MatchPro and Salesforce
Step-by-Step: Configuring Exclusions and Inclusions with your 360MatchPro and Salesforce Data Flow
Step-by-Step: Sync Matching Gift Data from 360MatchPro to Salesforce
Salesforce - Troubleshooting Common Issues
Salesforce - Double the Donation FAQs
Step-by-Step: Activating the Integration between 360MatchPro and Salesforce
360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
What do these steps do? By activating the integration between 360MatchPro and Salesforce, you enable data to flow from Salesforce into 360MatchPro. Once gifts are flowing from Salesforce to 360MatchPro, 360MatchPro can go to work identifying corporate matching gift opportunities and driving those matching gift opportunities to completion to bring in more fundraising revenue for your organization.
Step #1: Navigate to the 360MatchPro by Double the Donation App on AppExchange, linked here.
Step #2: Select "Get it Now" and follow the steps of the installation wizard.
When prompted by the wizard, we recommend selecting the option 'install for admins only.'
Step #3: Log in to 360MatchPro at https://doublethedonation.com/members/.
Step #4: Navigate to the "Integrations" tab and select "Browse." Use the Browse Partner Directory to search for "Salesforce."
Step #5: Select "Activate Integration." Then, select "Sign in with Salesforce."
Step #6: You'll be redirected to the Salesforce website. Grant access to 360MatchPro by entering your Salesforce user credentials.
Step-by-Step: Mapping Fields between 360MatchPro and Salesforce
Field Mapping: Nonprofit Cloud (NPC) Fundraising Data Model
Follow these instructions if your organization uses the Nonprofit Cloud Fundraising Data Model, and you do not want to customize your data flow. If your organization plans to add custom inclusions and exclusions, follow the setup steps for Custom Data Mapping below.
Step #1: Navigate to your Salesforce integration settings within 360MatchPro ("Integrations" --> "Manage" --> Salesforce). Under the ‘Apply default configuration if you are using one of the following data models’ section, select the “Salesforce Nonprofit Cloud” option.
Your integration is complete! Donations will flow from Salesforce to 360MatchPro every 2 hours.
If you would like to edit any of the data mapping, you can do so under the field mapping section below.
If your organization uses NPSP or your own unique data schema, follow these instructions.
Step-by-Step: Configuring Exclusions and Inclusions with your 360MatchPro and Salesforce Data Flow
What do these steps do? There will always be some exceptions to the general rules that your organization uses to store data in Salesforce. You can refine your field mapping using Exclusions and Inclusions to account for these fringe scenarios and ensure smooth data transfer, donor communications, and data hygiene. 360MatchPro will not import any records that meet any exclusionary criteria, and 360MatchPro will always import records that meet any inclusionary criteria.
Step #1: Navigate to your Salesforce integration settings within 360MatchPro ("Integrations" --> "Manage" --> Salesforce). Select "Add Exclusion."
Step #2: Identify a field to use as the basis of the exclusionary criteria. Create a path by selecting the appropriate fields until you reach a primitive data type.
Step #3: Select "Select Field."
Step #4: Enter exclusionary values for that particular field. In the following example, 360MatchPro will not import donations whose record type is "Grant" or "Pledge."
Note: Add Inclusions the same way you add Exclusions.
Sync Matching Gift Data: Nonprofit Cloud Fundraising Data Model Users
Step #1: Navigate to your Salesforce integration settings within 360MatchPro ("Integrations" --> "Manage" --> Salesforce).
Step #2: Under sync options, select the box to create a matching gift opportunity record in Salesforce, following business logic configured in Promise Creation settings.
Step #3: Ensure Promise Creation is enabled in your 360MatchPro account. (Settings --> Promise Creation --> Enabled)
Congratulations! We will now create a matching gift object for this gift if it does not exist on the original gift object.
Under the matching gift object, the employer name will now appear as well.
Salesforce - Troubleshooting Common Issues
Problem: When attempting to connect your Salesforce account within 360MatchPro, you receive an error message. The message reads "Access denied." An example is shown in the image below.
Solution: The user you are trying to connect has not been identified as an admin-approved user within your Salesforce account. In the connected app within your Salesforce instance, you will need to press the "Manage Profiles" button and add system administrators to "Admin approved users." See the below image for more information.
Problem: The Salesforce integration disconnects because the user who set up the integration leaves the organization.
Solution: Reconnect the integration using a general user profile (ex: donations@catrescueclub.org) so that the integration is not associated with a particular staff member. To reset the integration, navigate to Integrations --> Manage --> Remove Integration. Then, reconnect the integration following the instructions here.
Q: How are the fields mapped for the Nonprofit Cloud Fundraising Data Model integration?
A: We map to the gift transaction object (see below). If you use the NPC Fundraising Data Model but have customized your fields, you can follow the custom mapping integration instructions to connect your Salesforce CRM.
Q: Are there any default inclusions or exclusions when using the NPC integration?
A: Yes! We have a number of default inclusions and exclusions for this integration that are outlined below.
Q: If I'm using another platform with Salesforce, what should I do to make sure I don't end up with duplicate donations in 360MatchPro?
A: This is a common combination of integrations! 360MatchPro is well-suited to help you manage this configuration. We recommend reviewing this article for best practices in managing multiple integrations. Specifically, we recommend activating the Duplicate Donations exclusion rule for multiple integrations, which you can learn more about here.
Q: Can I preview which records will flow into 360MatchPro from Salesforce based on my current integration settings?
A: Yes! You can preview records as they would appear in 360MatchPro with the settings you have configured by navigating to Integrations --> Manage --> Preview Records. The records will appear as either Imported, Will Be Imported, or Will Not Import. These are defined below:
- Imported: Record already exists in 360MatchPro and is not impacted by setting changes.
- Will Be Imported: Record meets all criteria set for the integration and will be processed in the next sync.
- Will Not Import: Record does not meet the current criteria for the integration and will not be processed in the next sync.
Q: Where can I embed Double the Donation's plugin?
A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your donation form. On this page, you can explain what matching gift programs are and provide donors with a chance to look up their employer’s program forms, guidelines, and instructions. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.
To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the Embed Code from your 360MatchPro account onto the desired page. Take a look at an example:
Q: Where can I learn more about the 360MatchPro and Salesforce integration?
A: Navigate to our partner landing page to learn how 360MatchPro and Salesforce can increase your matching gift revenue!