Salesforce Connector – Guide: Setting Up
To install the Salesforce connector for the first time, please follow these steps:
In Salesforce:
In Engaging Networks:
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