To install the Salesforce connector for the first time, please follow these steps:
In Salesforce:
- Install the Engaging Networks Connector App and the NPSP Extension Package (if required)
- Check mapping rules in the Control Panel
In Engaging Networks:
- Authenticate with the Salesforce account
- Setup Contact Mapping
- Install NPSP Transaction Mappings – Integrators have full control of how data should be represented in Salesforce. Engaging Networks offers a set of transaction Mapping Rules, geared for NPSP ‘Classic’. However, this tool provides high flexibility to alter to match business requirements.
- Consider business rules and involve key stakeholders. Complete the additional setup items
- UAT
- Enable Sync in production