Bloomerang Fundraising’s Salesforce integration can be configured for Big Brothers Big Sisters users who use Matchforce. This article explains how to set up the Salesforce integration to work with Matchforce.
Getting Started
Before you begin, you’ll need your Agency ID and Agency Location ID.
You can find your Agency ID by searching for your account name and clicking on the record that has an “Account Record Type” of “Agency.”
Once you click into that record, you’ll see the Agency ID in the URL for the page. Copy the string that appears after /Account/.
Next, find the Agency Location ID by clicking into the View Account Hierarchy button next to the account name.
You can then choose which Agency Location you wish to use by clicking on the record and copying the string in the URL of the resulting page.
Activating the Salesforce Integration in Bloomerang Fundraising
To integrate your Salesforce account with Bloomerang Fundraising, click the Integrations link in the left-hand navigation of your organization’s Bloomerang Fundraising control panel.
Locate the Salesforce tile and click Connect.
In the Environment drop-down, choose your Salesforce server type: Production, Development, or Sandbox. In most cases, you'll select Production.
Click Connect.
You'll be directed to the Salesforce login screen. On this screen, click the Use Custom Domain link.
When asked to enter your Custom Domain, enter bbbsa.
You will be redirected to Okta to complete your sign-in.
Please note: If you have not already signed in to Okta, you may need to do so. Two-factor authentication will be required.
Once you've completed sign-in, you'll see an activation confirmation message at the top of the screen in your Bloomerang Fundraising account.
You'll be taken to a page where you can configure your settings.
If you need general help with Salesforce integration settings, check out this article.
The remainder of this article will explore custom mappings that are specific to Big Brothers Big Sisters.
Essential Mappings for Matchforce
Once you’ve saved your integration settings, click the Mappings tab. This is where you’ll configure the mappings described below.
Agency and Agency Location Mappings
First we’ll map the Agency.
Click New Mapping at the top right of the screen.
In the Mapping Type drop-down, select Static Value.
In the Static Value box, type your Agency ID.
For Salesforce Object, select Account. For Account Field, select Agency.
Click Add Mapping to save the mapping.
Now we’ll map the Agency Location.
Click the New Mapping button again, and select Static Value as the Mapping Type.
In the Static Value box, type your Agency Location ID.
For Salesforce Object, select Contact. For Contact Field, select Agency Location.
Click Add Mapping to save the mapping.
General Accounting Unit (GAU) Mapping
If you use a general accounting unit (GAU) in Matchforce, you’ll need to set up a custom mapping for that as well.
Once again, click the New Mapping button, and select Static Value as the Mapping Type.
In the Static Value box, type your Agency Location ID.
For Salesforce Object, select GAU Allocation. For GAU Allocation Field, select Agency Location.
Click Add Mapping to save the mapping.
Mapping Recurring Gifts Mapping
If you’ve enabled Recurring Support in the integration’s settings, you’ll need to map Recurring Donations to your Agency Location as well.
Once again, click the New Mapping button, and select Static Value as the Mapping Type.
In the Static Value box, type your Agency Location ID.
For Salesforce Object, select Recurring Donation. For Recurring Donation Field, select Agency Location.
Click Add Mapping to save the mapping.