Welcome to our help center page on the Salesforce and Gratavid Integration. We have 4 main integration events with Salesforce:
- Allow Users To Import List From Salesforce
- Gratavid Task Sent Creates Salesforce Task
- Save Gratavid Replies In Salesforce
- Create Salesforce activity when Gratavid watched
It's as simple as flipping a switch to turn the integrations on.
How to connect
Step 1) Visit the Gratavid Salesforce Integration page in your account.
Step 2) Click "Connect To Salesforce". A popup window will show. Log in to Salesforce.
Step 3) That's it! You can now manage and turn on your integrations.
New Opportunity Closed Won In Salesforce
Automatically create a Gratavid task or send a note when an opportunity is closed won in Salesforce.
Milestones for New Gift Added In Salesforce
Have Gratavid automatically send a note or create a task when donor milestones are met. Transaction history is calculated by looking at the primary contact's opportunities. For example, when a new opportunity is closed won and it triggers the 'New Opportunity Closed Won In Salesforce' integration our system first finds the primary contact of the opportunity, then queries all of that contact’s opportunities to calculate milestone data.
Choose from any of these 4 events:
- Contacts number of gifts reached any of these milestones
- Use case: Thank a donor once they have made 10 gifts.
- Contacts total lifetime giving reached any of these milestones
- Use case: Thank a donor once they have given over $1000. A donor might only give $100 a month, but they should be thanked once their donations accrue and reach certain milestones.
- Since MONTH, contacts cumulative giving reached any of these milestones
- Use case: Thank a donor once they have given over $1000 since the start of your fiscal year. Great for giving clubs, societies, and circles.
- Contact has consecutively given for any of these yearly milestones
- Use case: Thank a donor once who has given every calendar year for the past 5 years.
- How it works: A donor must have given every calendar year to be considered consecutive. If a donor gave in 2010, 2011, 2013, and in 2014 that would only be two consecutive years (2013 and 2014).
Custom Fields for New Opportunity Closed Won In Salesforce
You can create Gratavid tasks using custom fields on the opportunity object. For example, you might want to personally thank donors that set up a recurring donation, or once their recurring donation total amount exceeds $10,000. Watch the video to learn more.
Exclusions for New Opportunity Closed Won In Salesforce
You can exclude opportunities from triggering anything in Gratavid with custom fields on the object. For example, you might want to exclude recurring donation payments or donations from a staff member. The Gratavid integration supports these 3 custom fields:
Watch below to see how you can set up these custom field names:
Save Gratavid Engagement Data Back in Salesforce
Allow Users To Import List From Salesforce
Allow Gratavid users to import lists directly from Salesforce. When OFF, only admins can import Salesforce list directly into Gratavid. When ON, any of your Gratavid account users can import lists directly from Salesforce. Salesforce list can be imported under Contacts>Add Contact(+)>Import From Salesforce.
We will not import the contact into Gratavid if the contact does not have an email address in Salesforce. It's possible your list might contain 100 contacts but only 50 get imported because of this reason. Gratavid will not create any duplicate contacts if you import a constituent multiple times. We will always create or update a contact based on their email address. For example, if you upload email@example.com 10 times, that will only be 1 contact in Gratavid.
We remove any current Gratavid contacts from a list before you import it. For example, say you create a list in Salesforce titled 'Everyone who has donated in the past month.' If you import that list on January 1st for the first time it will contain everyone who donated from Dec 1st to January 1st. If you import the same exact list from Salesforce on May 1st, the list will now only contain people who have donated from April 1st to May 1st. The Gratavid list name will not change.
Working with Salesforce Contacts & Accounts
Under each of your Gratavid contacts, you have a property called "Custom User Id" and "Custom Account Id." Custom User Id is where you store the Salesforce Contact Id. Custom Account Id is where you store the Salesforce account id. For example, here is a sample contact in Gratavid:
Only one of these values needs to be populated in order for the Gratavid integrations to save data back into Salesforce. If both values are populated, then Gratavid will associate the activity with both a contact and an account. See the image below:
In conclusion, make sure to include the contact id and/or account id when you import data directly from Salesforce, or if you import data from a spreadsheet.
Security & Data Flow
When you connect your Gratavid and Salesforce account we receive an authentication token from Salesforce. This token allows Gratavid to make API requests to Salesforce on your behalf. At Gratavid, we take extreme measures to ensure your Salesforce tokens are protected. For example, none of your Gratavid account users or admins have access to view these tokens. These tokens can only be accessed by our Gratavid server, and are protected by strict server-side security rules. Therefore, in the extreme case that a malicious user was able to log in as an admin under your Gratavid account, the malicious user would not have access to your Salesforce tokens and therefore could not make any API requests on your behalf.
Authentication tokens are not only stored at rest but are also encrypted before being saved to our database. Therefore, even the Gratavid database administrators do not have access to the decrypted authentication token. Authentication tokens are encrypted with AES-256 and the key to decrypt is only available on our app layer. In other words, the key to decrypt the authentication token is not accessible to the database layer and is only accessible to the app layer.
Allow Users To Import List From Salesforce
This integration allows Gratavid to see which contact view list exists in your Salesforce account. When a list is selected and imported, constituent data flows from Salesforce to Gratavid. Only the data/columns you create in Salesforce such as name, email, and addresses flow to Gratavid.
We recommend keeping this integration OFF for larger teams with stricter security guidelines. When OFF, only admins can import Salesforce list directly into Gratavid. When ON, any of your Gratavid account users can import lists directly from Salesforce.
Gratavid Task Sent Creates Salesforce Action, Save Gratavid Replies In Salesforce, and Add Unsubscribes To Salesforce
All 3 of these integrations send data from Gratavid into Salesforce. We do not request or store any response data (constituent names, gift history, payment info, etc.) from Salesforce for these integrations.