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Connecting Salesforce CRM to Fundraise Up

Instructions for connecting your Salesforce NPSP or other version to Fundraise Up

User Permissions: Please ensure that the Salesforce user you use to connect Fundraise Up has full read/write permissions including to create structures, entities, objects, and so on. When in doubt, please use a Systems Administrator-level user to connect.

Production

Sandbox

Production

To connect your Salesforce:

  1. Go to Fundraise Up, first go to Settings, and then Integrations.
  2. Choose Salesforce.
  3. Next, click Connect Salesforce

Click here for a direct link to this screen in your dashboard:

 

On the next screen, you'll be sent to SalesForce. Here you will need to log in to Salesforce with an administrator-level user account that has access to read and write to all records.

After logging in, you'll be asked to give permission to Fundraise Up.

Click YES.

You'll then be returned to Fundraise Up for configuring your Salesforce integration.

Sandbox

To connect your Salesforce:

  1. Go to Fundraise Up, first go to Settings, and then Integrations.
  2. Choose Salesforce.
  3. Next, click Connect Salesforce

Click here for a direct link to this screen in your dashboard:

 

On the next screen, you'll be sent to SalesForce. Here you will need to log in to Salesforce Sandbox with an administrator-level user account that has access to read and write to all records.

Click Use Custom Domain on this screen

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Enter the domain of your sandbox environment and click Continue

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If you're presented with a prefilled username list, choose Log In with a Different Username

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Enter your credentials and Log In to Sandbox

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After logging in, you'll be asked to give permission to Fundraise Up.

Click YES.

You'll then be returned to Fundraise Up for configuring your Salesforce integration.