Prerequisites Salesforce Nonprofit Cloud
Salesforce Configuration
Sometimes we will show Salesforce configurations below to make your life easier. But we advise to always use Salesforce documentation as the primary source.
Ensure you have the Salesforce Nonprofit Cloud properly setup and configured. Pay special attention to the following points:
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You must have enabled Person Accounts. Do not forget to assign the person account record type to the user profile used for the integration user.
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You must have a default designation configured.
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You must have account duplicate and matching rules configured.
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After you have configured the above points, you are ready to install the RaiseNow Fundraising Kit for the Nonprofit Cloud. Request the installation link for the most recent version from RaiseNow support. After you have installed this managed package, you need to assign RaiseNow permission sets:
- Assign the RaiseNow Admin permission set to the integration user and to users managing the integration. This permission set provides write access to the
RaiseNowNPOKit__Configuration__cobject in addition to other objects relevant for fundraising. - Assign the RaiseNow User permission set to users involved in fundraising activities. It provides read access to the
RaiseNowNPOKit__Configuration__cobject.
- Assign the RaiseNow Admin permission set to the integration user and to users managing the integration. This permission set provides write access to the
As a final check to ensure that you are ready to configure the connection to RaiseNow, create a Gift Transaction manually via the Salesforce Nonprofit Cloud directly. If this does not work, RaiseNow will also not be able to create records via the API.