Grassrootz Salesforce Integration

Our platform has an advanced, real-time integration with Salesforce that can be customised to fit the unique needs of your organisation.

Key features

• Built natively into the platform.
• All information is transmitted to your Salesforce instance in real-time.
• Campaigns, fundraising pages, donations and recurring giving are all supported.
• Automatic rules and checks to ensure data integrity on your Salesforce database.
• Support for Salesforce NPSP (NonProfit Success Pack)

Additional benefits

Additionally, our team is ready to work with you to ensure you're making the most out of our integration; and to do that, we provide:

1. The ability to use your Salesforce sandbox environment prior to rolling out the live data integration.
2. The ability to work on customisations that sit on top of our standard functionality.
3. A number of pre-existing rules that can be turned on or off for your specific Salesforce integration.

Next steps

We understand that every charity has a slightly different Salesforce implementation and can work with you on custom fields and other special requirements that you might have.

If you would like more information about our Salesforce integration or the costings involved, please reach out to our support team at [e-mail]