Required Permissions for Salesforce Nonprofit Cloud Integration
This guide outlines the minimum permissions required to connect and use the Salesforce Nonprofit Cloud integration with Fundraise Up.
Accessing Profile Settings
In Salesforce, navigate to Setup and use the Quick Find box to search for "Profiles". Configure permissions for the profile you want to use for the integration. This profile can be assigned to a specific user later.
System Permissions
- API Enabled: This permission is crucial as the integration uses the API in multiple areas.
- Path: Setup → Users → Profiles → [Your Profile] → System Permissions → Edit
- Ensure the "API Enabled" checkbox is selected
Object Permissions
The following objects require Read, Create, Edit, and Delete permissions for the integration to function properly:
- Account
- Contact
- AccountContactRelation
- Campaign
- GiftTransaction
- GiftCommitment
- GiftCommitmentSchedule
- GiftRefund
- GiftDesignation
- GiftTribute
- GiftTransactionDesignation
To set these permissions:
- Path: Setup → Users → Profiles → [Your Profile] → Object Settings → [Object] → Edit
- For each object listed above, ensure the following permissions are enabled:
- Read
- Create
- Edit
- Delete
Verifying Permissions
After setting up the permissions, it's crucial to verify that all required permissions are correctly enabled. You can do this by reviewing the profile settings or by using Salesforce's permission set overview features.
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This guide provides the minimum permissions required to connect and use Salesforce and Salesforce NPSP integration.
Salesforce
Accessing Profile Settings
In Salesforce, go to Setup and use the Quick Find