Does Double the Donation Integrate with Salesforce?

Does Double the Donation Integrate with Salesforce?

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.

Watch a video version of this integration guide here (note: video is an abbreviated guide)

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.

Step #3: Login to 360MatchPro at https://doublethedonation.com/members/.

Step #4: Navigate to the "Settings" tab and select "Integrations."

Step #5: 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

What do these steps do? Every Salesforce instance is a little bit different. By following these steps to complete your field mapping, you're telling 360MatchPro how your unique organization stores data in Salesforce. That way, 360MatchPro knows where to find the data it needs to start the gift matching process.

Field Mapping: Nonprofit Success Pack

Follow these instructions if your organization uses the Nonprofit Success Pack Household Account Model.
Step #1: Navigate to your Salesforce integration settings within 360MatchPro ("Settings" --> "Integrations" --> Salesforce). Select the appropriate box in 360MatchPro as illustrated below. 



Your integration is complete! Donations will flow from Salesforce to 360MatchPro every 15 minutes. 

Field Mapping: Custom Data Mapping

Follow these instructions if your organization does not use NPSP.

Step #1: Navigate to your Salesforce integration settings within 360MatchPro ("Settings" --> "Integrations" --> Salesforce). Use the dropdown box to tell 360MatchPro which object stores donation data. For most organizations, this will be the "Opportunity" object. 




Step #2: If you would like 360MatchPro to try to map your data automatically, click "Let 360MatchPro try!" 360MatchPro will not overwrite or save any of your existing mappings. 

Alternatively, select "Edit" to map each item individually or to refine 360MatchPro's attempt. When you are done mapping the fields, select "Save Mappings."



Note: When you manually map each field, you'll be presented with a "Mount to Path" button. That button lets you create a path in order to target a specific primitive type. In the example below, we begin with the Opportunity Object. Then, we mounted the CampaignId object to the path. Then, we selected the Name field in that path. 



Once a primitive type is identified, you'll be presented with the option to add the mapping.



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 stores 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 ("Settings" --> "Integrations" --> 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 "Add Mapping."



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.

Step-by-Step: Sync Matching Gift Data from 360MatchPro to Salesforce

What do these steps do? The primary goal of 360MatchPro is to raise your organization more money in corporate matching gifts. But 360MatchPro collects some interesting, useful data along the way! By completing these steps, you allow 360MatchPro to report back within your Salesforce instance so you can view matching gift company information without even logging into 360MatchPro. This functionality is only available for Version 1.1.0 and above.

Sync Matching Gift Data: Opportunity Object and Contact Object

Follow these instructions if your organization stores donation data in the Opportunity Object and/or the Contact Object.

Step #1: Navigate to your Salesforce integration settings within 360MatchPro ("Settings" --> "Integrations" --> Salesforce). Check the box under the "Sync Options" heading.



Step #2: Navigate to your Salesforce org and select "Setup" from the upper righthand corner.



Step #3: Use the Quick Find search bar in the top lefthand corner to find the Object Manager, then select it from the results to open it.



Step #4: Select the Opportunity object from the list.



Step #5: Select "Page Layouts" from the lefthand menu, then select the name of the Opportunity Layout.



Note: Your organization may have more than one layout listed in the Page Layouts view. Choose the one your organization actively uses, which is most likely the most recently modified one.

Step #6: Locate the "Company Selected for Matching Gifts" field from the drag-and-drop menu at the top of the page. Drag and drop this field wherever on the Object layout you would like it to appear. Double the Donation recommends placing the field in the main Opportunity Information section at the top of the layout.





Step #7: Select "Save" from the toolbar at the top of the page.



Step #8: Repeat Steps 4-7 selecting the Contact object instead of the Opportunity object.

Step #9: Navigate to an Opportunity or Contact. Select "Details." Confirm that the Company Selected for Matching Gifts field appears within this layout.



Note: Until 360MatchPro has company data to report, this field will remain blank. Once 360MatchPro has identified a company to associate with the record, you can select the blue hyperlinked text to view company matching gift program information from right within Salesforce. (Available matching gift information simplified in image below.)



Sync Matching Gift Data: Other Standard Objects or Custom Objects

Follow these instructions if your organization does not store donation data in the Opportunity or Contact Object, whether you use another default Salesforce Object or a custom Object.
Step #1: Navigate to the Object Manager, then select the Object your organization uses to store donation data. (For this example, we will use the Campaign object to illustrate the setup steps.)

Step #2: Select Fields & Relationships from the lefthand menu.



Step #3: Select "New" from the top righthand corner.



Step #4: Select "Lookup Relationship" from the list in "Step 1. Choose the field type." Select "Next" at the top righthand corner.



Step #5: Select "Double the Donation Company" from the dropdown list in "Step 2. Choose the related object." Select "Next" at the top righthand corner.



Step #6: Click your cursor in the Field Name field to auto-populate as "Double_the_Donation_Company".  Accept this default value. Accept defaults for the rest of the options on the page. Select "Next" at the top righthand corner.



Step #7: Accept defaults for the rest of the 6 steps in the setup wizard. Save your new relationship.

Step #8: Navigate to the "Page Layout" in the lefthand menu of your object, then select the appropriate object layout.



Note: Your organization may have more than one layout listed in the Page Layouts view. Choose the one your organization actively uses, which is most likely the most recently modified one.

Step #9: Use the Quick Find search bar in the toolbar the top of the page to confirm that the "Double the Donation Company" field is in use.



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. 



Salesforce - Double the Donation FAQs

Q: I don't have a 360MatchPro account. How do I get one?
A: Visit https://360matchpro.com/demo-request/ to request a demo! Make sure you mention that you use Salesforce in your demo request form.

Q: I have checked the box to sync 360MatchPro company data back into my Salesforce instance, but I don't see the matching gift company in Salesforce. What's wrong?
A: There are a few troubleshooting steps that you can try, in the following order:
  1. If you receive an error message indicating that you do not have the most recent version of the 360MatchPro by Double the Donation App, follow the prompts to install the latest version. This functionality is only available for Version 1.1.0 and above.
  2. You must add the Company Selected for Matching Gifts field manually to the layout of the object you use to store donation data. By default, the Company Selected for Matching Gifts field is only available for the Opportunity and Contacts objects. Follow the all instructions in the "Step-by-Step: Sync Matching Gift Data from 360MatchPro to Salesforce" section of this guide to ensure that you have successfully added the field to your layout.
  3. This functionality requires your organization to have configured "My Domain." Follow the setup steps in this Salesforce guide to set up My Domain, which will automatically enable lightning web components (required for this functionality).
Q: When I pull reports in bulk, how does my two-way sync appear?
A: Currently, the DTD's custom object stores the company name and the company ID. This means you can generate reports in Salesforce based on those two fields, in addition to viewing all of the company details on the individual Contact and Gift records.

Q: I integrate with Salesforce and Classy. How can I prevent Classy donations from being duplicated in 360MatchPro?

A: In most cases, you can prevent duplicate records from being imported into 360MatchPro by setting a limit for duplicate donations. Learn more here. On rare occasions, some duplicate donations will not be caught by this limit because the primary email address pulled in from Salesforce may differ from the one the donor used when they donated via Classy. In these cases, you can configure a Salesforce inclusion so only non-Classy records are imported from Salesforce. Following the instructions here, set an inclusion for the Classy Transaction ID and check the two boxes that appear below. The following inclusion should then be visible in your 360MatchPro account:




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. 

Q: Why do donation records appear to be one day behind?
A: The timestamps on the gifts are missing time zones, so they are processed using the standard GMT time zone by defaultLearn more here.

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:




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