Ready to streamline your fundraising data? This step-by-step guide will walk you through setting up a direct Pledge to Salesforce data integration, ensuring your valuable donor information flows seamlessly. If you have any questions as you go, don't hesitate to reach out to nonprofits@pledge.to.
1. From the Data Automations tab, select Salesforce under Integrations, then click Connect to Salesforce.
2. Sign in to Salesforce with your username and password.
3. Add an account field if you would like to associate donors with the Account object, which represents companies you might be working with. This step is not necessary.
4. You can make edits to the preset Contact Field mapping or keep it as standard.
5. Click "Add Field Mapping" to add additional fields. Select your Salesforce Contact Field on the left, then add the appropriate matching Pledge Field. Keep in mind that the field language will not match word-for-word between Salesforce and Pledge.
6. You can make edits to the preset Opportunity Field mapping or keep it as standard.
7. Click "Add Field Mapping" to add additional fields. Add your new Salesforce Opportunity Field on the left, then add the appropriate matching Pledge Field. Keep in mind that the field language will not match word-for-word.
8. Click this "Add New Salesforce Object" dropdown to add an entirely new Field Section in addition to Contact and Opportunity.
9. Select Save all Mapping when happy with settings.
10. Click "Send Test Donation" then head to Salesforce to confirm your Pledge data is received and automating to Salesforce to your expectations.
