Connecting Salesforce Nonprofit Cloud

Learn how to connect your Fundraise Up account to your Salesforce Nonprofit Cloud account.

Found a mistake? Is there a missing topic? Hard to read? Let us know

Follow these steps to connect Salesforce Nonprofit Cloud to Fundraise Up.

Prerequisites

Ensure you have:

  • Salesforce account access: Your account should have the Salesforce Nonprofit Cloud installed, and you should have administrative access.
  • Fundraise Up account access: You need to be logged in to your organization's Fundraise Up account with the Organization Administrator role.
  • Permissions configuration: Set up the required minimum permissions as specified.

Connect Salesforce Nonprofit Cloud

  1. Go to the Integrations page on the Fundraise Up Dashboard and click Add integration.
  2. Select Salesforce Nonprofit Cloud from the list of integrations.
  3. Click Connect Salesforce Nonprofit Cloud. You will be taken to the Salesforce login page.
  4. Sign in to your Salesforce account.
  5. After logging in, you'll be redirected back to the Salesforce Nonprofit Cloud integration settings page in Fundraise Up.
The first time you connect your Salesforce account, your donations are not automatically set to sync with Fundraise Up. To automatically sync your donations, select the Enable Automatic Sync option. Learn more →

Activate matching and duplicate rules

To avoid the creation of duplicate supporter accounts in Fundraise Up, follow these steps in the Salesforce Nonprofit Cloud settings.

  1. Navigate to the Setup settings of your account in Salesforce Nonprofit Cloud.
  2. In the Quick Find box on the left, search for “Matching rules” (located in the Duplicate Management section).
  3. Click on “Activate” next to the “Standard Person Account Matching Rule.”
  4. In the same Quick Find box, search for “Duplicate Rules” (located in the same Duplicate Management section).
  5. Click on the “Standard Person Account Duplicate Rule.”
  6. On the page that opens, click the “Activate” button.

 

In this article