Funraise-Salesforce

A collection of salesforce metadata used to integrate with the Funraise platform

Installation

To install the package, you can either deploy the contents of this repository or use the managed package (coming soon!) to recieve updates automatically.

Setup

Create a Connected App in Salesforce to setup OAuth

Note: Before doing the steps below, be sure you have installed the package in the link provided above in the Installation section

1. In your Salesforce organization, navigate to Setup -> Build -> Create -> Apps and select "New" under Connected Apps
2. Fill out the new Connected App form and check the box for Enable OAuth Settings
3. Set the Callback URL field to https://platform.funraise.io/salesforce/access/token
4. Add the OAuth Scopes Access and manage your data (api) and Perform requests on your behalf at any time (refresh_token, offline_access) and Save the record
5. When viewing the Connected App record under Setup -> Build -> Create -> Apps, the Consumer Key and Consumer Secret should be visible, these values will be used to integrate with Funraise

Setup the Integration in the Funraise Platform

1. When you are logged in to the Funraise platform, select the cog in the top right and click Integrations
2. Click the Settings expand for the Salesforce integration (Note: If you do not see a Salesforce.com option when viewing the integrations screen, contact Funraise support to enable the feature)
3. Select your type of Salesforce environment. Production will correspond to using login.salesforce.com, while Sandbox will use test.salesforce.com
4. Enter your Consumer Key from the Salesforce Connected App in the Client Key field
5. Enter your Client Secret from the Salesforce Connected App in the Client Secret field
6. A pop-up Salesforce OAuth window will appear asking if you want to give Funraise access to manage your data, click Allow
7. You should get a message saying Salesforce Successfully Connected* at which point you can safely close the pop-up window
8. All Done! New donations will be sync'd to salesforce and you can manually sync donations by selecting the Actions dropdown in the Transaction log and selecting Send to Salesforce

Usage

The package will let you customize how data flows from Funraise into Salesforce. Once the package is installed, there will be a Funraise app in Salesforce with tabs for Setup and Errors.

The setup page is where the mappings can be changed. Any changes will only apply to future incoming Funraise data.