Skip to main content

Salesforce Integration

  • Updated

KIT is powered by your data, so we recommend connecting with your CRM provider as soon as you subscribe. In this article, we will be going through the steps to integrate with Salesforce.

 

Integration Setup

Below are the steps for integrating your KIT account with Salesforce.

Step 1

Log in to your Salesforce account to begin.

 

Step 2

Paste the package installation phrase packaging/installPackage.apexp?p0=04t5f000000Qz3L into your browser's URL bar after the .com/

For example: replace this component of your URL.

mceclip3.png

 

With the above unique package installation phrase that you've copied.

mceclip2.png

 

Step 3

Install the Fundraising KIT Package by clicking Install for All Users > Read and tick the acknowledgment box > Click Install. Note that the installation may take a couple of minutes. When the installation is complete, click Done to return to your Salesforce account.

 

mceclip4.png

 

mceclip5.png

 

mceclip6.png

 

Step 4

Add the KIT Tile to your Salesforce Accounts page. To do this click on the Gear icon > Click Setup.

mceclip7.png

 

Click on Object Manager > Click Account

mceclip11.png

 

Click on Page Layouts > Click Household Layout

mceclip10.png

 

Click and drag Section down into the Account Fields space 

mceclip13.png

 

The section will turn green once you drag Section over it> Drop the Section here by releasing the click

mceclip15.png

 

Watch this step in action below

ezgif.com-gif-maker.gif

 

Update the Section Name to be Fundraising KIT (or a name that your team will recognize) > Click OK

mceclip16.png

 

Click and drag the Fundraising KIT elements into your new Fundraising KIT section

mceclip17.png

 

Here's an example of the finished Fundraising KIT section:

mceclip18.png

 

Your Salesforce account is connected to Fundraising KIT.

Note it can take up to 48 hours for the full sync to complete. The integration status will temporarily change back to 'Syncing' approximately every six hours or so, as new and updated information is synced automatically between KIT and Salesforce. 

 

📧 If you experience any errors or roadblocks when setting up the integration, please reach out support@fundraisingkit.com.

 

Data Flow

KIT Data in Salesforce

  • Best Way to Reach Out
  • Donor Readiness
  • Donor Score
  • Donor Score Category
  • Donor Score Description 
  • Donor Readiness
  • Engagement Stage
  • Major Gift Amount
  • Major Gift Date
  • Major Gift Type 
  • Max Life Time Value
  • Reserve Time of Year
  • Secondary Time of Year
  • Smart Ask (Average, Minimum, and Maximum)
  • Time of Year