This user guide is designed to cover the installation and configuration of the OnlineFundraising and Salesforce Connector. OnlineFundraising is a subscription management system built for donations and memberships management.
For companies that leverage the power of Salesforce and OnlineFundraising, this integration allows benefiting from the bidirectional synchronization of records between Salesforce and OnlineFundraising, fundraising payments cancellation directly within Salesforce, subscriptions and agreements management, and more.
This user guide is the primary documentation for the OnlineFundraising and Salesforce Connector. Following the release of new features and enhancements, this guide is continually updated with new topics, changes to the existing content, and improvements in the way the material is presented.
We strive to provide the highest quality documentation and welcome your feedback. If you have any comments and suggestions about this guide, have technical questions, or require assistance, please contact us at [email protected].
After receiving the installation link for the OnlineFundraising Package, click on it and log in to the target Salesforce org where you want to install the package.
You’ll be redirected to the installation screen (displayed below). Select your preferred installation option and check the Acknowledgement checkbox.
Next, authorize access to the OnlineFundraising endpoint by checking the box and clicking the Continue button to proceed.
After this step, the package installation will start automatically. Please wait for the process to complete.