Skip to main content
Sign in MENU

How to Connect Feathr Fundraising with Salesforce

Ben Guzman
  • Updated

Note: Salesforce NPSP is currently the only CRM integration available for Feathr Fundraising. Blackbaud Raiser's Edge NXT is coming soon.

Connecting Feathr Fundraising with Salesforce Nonprofit Success Pack (NPSP) automatically syncs all your donation data to your CRM, creating contact records, opportunities, and payment records without manual data entry. This integration requires creating a Connected App in Salesforce and connecting it to Feathr.

Before You Begin

Ensure you have:

  • An active Feathr account with Fundraising enabled
  • A Salesforce account with NPSP installed
  • Salesforce administrative permissions to create Connected Apps
  • Access to the email address associated with your Salesforce admin account (for verification)

Integration Overview

The integration involves four main steps:

  1. Create an External Client App (Connected App) in Salesforce
  2. Get your Consumer Key and Consumer Secret from the app
  3. Get your Salesforce Domain name
  4. Connect Salesforce to Feathr using these credentials

The entire process takes about 15-20 minutes, including the required waiting period for Salesforce to activate your new Connected App.

Step 1: Create an External Client App in Salesforce

Navigate to App Manager

  1. Log into Salesforce with an account that has administrative permissions
  2. Click the gear icon in the top-right corner
  3. Select "Setup"
  4. In the Quick Find box, type "App Manager"
  5. Click "App Manager" under Apps

Create the Connected App

  1. Click "New External Client App" in the top-right corner

Configure Basic Information

  • Connected App Name: Enter "Feathr Fundraising" (exactly as written)
  • API Name: This will auto-populate based on the Connected App Name
  • Contact Email: use support@feathr.co

Configure API (Enable OAuth Settings)

  1. Click the "API (Enable OAuth Settings)" dropdown
  2. Check the box for "Enable OAuth"
  3. Callback URL: Enter https://app.feathr.co/fundraise/salesforce/oauth2 (this is required but not actively used)
  4. Selected OAuth Scopes: Add ALL of the following scopes by moving them from "Available OAuth Scopes" to "Selected OAuth Scopes":
    • Full access (full)
    • Manage user data via APIs
  5. Under Flow Enablement, check the box for "Enable Authorization Code and Credentials Flow"

Configure Security Settings

Under Security:

  • Check the box for "Require Secret for Web Server Flow"
  • Check the box for "Require Secret for Refresh Token Flow"
  • UNCHECK (if checked) "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows"

Save the Connected App

  1. Click "Save" at the bottom of the page
  2. Click "Continue" on the confirmation screen

Apply OAuth Policies

Once saved, apply the appropriate Policies:

  1. Under the Policies tab, click Edit
  2. Expand OAuth Policies
  3. Under OAuth Flows and External Client App Enhancements, check the box next to Enable Client Credentials Flow
  4. In Run As (Username) add the username of an api or integration user for your Salesforce account

Important: It may take 2-10 minutes for your new Connected App to be fully activated by Salesforce. Wait at least 5 minutes before proceeding to Step 2.

Step 2: Get Your Consumer Key and Consumer Secret

Navigate to OAuth Settings

  1. From within the Feathr Fundraising External Client App, click Settings
  2. Expand the OAuth Settings section
  3. Click "Consumer Key and Secret", which will open a new window

Copy Your Credentials

  • Consumer Key: Copy this value (it will be a long alphanumeric string)
  • Consumer Secret: Copy this value

Save both values in a secure location - you'll need them in the next step.

Step 3: Get Your Salesforce Domain

Navigate to My Domain Settings

  1. In Setup, use the Quick Find box to search for "My Domain"
  2. Click "My Domain" under Company Settings

Identify Your Domain

  1. Look for your domain URL, which will look something like: https://yourcompany.my.salesforce.com
  2. Copy only the part BEFORE "my.salesforce.com"
  3. Example: If your domain is https://acmenonprofit.my.salesforce.com, you would copy only acmenonprofit

Step 4: Connect Salesforce to Feathr

Navigate to Feathr Fundraising Settings

  1. Log into your Feathr account
  2. Go to Fundraising → Settings
  3. Find the Salesforce Integration section

Enter Your Credentials

  • Consumer Key: Paste the Consumer Key from Step 2
  • Consumer Secret: Paste the Consumer Secret from Step 2
  • Salesforce Domain: Paste your domain name from Step 3 (without "my.salesforce.com")

Verify Connection

  1. Click "Connect" or "Verify"
  2. Feathr will perform a real-time validation check
  3. If successful, you'll see a confirmation message
  4. If unsuccessful, double-check that:
    • All three values are correct with no extra spaces or missing characters
    • At least 5-10 minutes have passed since creating your Connected App
    • Your domain doesn't include "my.salesforce.com"

Your Salesforce integration is now active and ready to sync donation data.

What Data Gets Synced to Salesforce

Once connected, Feathr automatically syncs donation data to Salesforce once per day after successful payment processing:

Contact Records

  • Creates new contacts or updates existing contacts based on email address matching
  • Includes donor name, email, and contact information

Household Account Records

  • Creates household accounts for donors following NPSP conventions
  • Links contacts to appropriate household accounts

Opportunity Records

  • Creates opportunities with status: Closed Won
  • Sets opportunity type: Donation
  • Includes donation amount and transaction date
  • Marks origin as "Feathr" for tracking

Payment Records

  • Creates npe01__OppPayment__c records with complete transaction details
  • Includes payment method, transaction ID, and payment date
  • Links payments to corresponding opportunities

All records synced from Feathr are marked with Origin: "Feathr" making it easy to identify and report on donations collected through Feathr Fundraising.

Salesforce Objects Used

The integration works with standard Salesforce and NPSP objects:

  • Contact (standard Salesforce object)
  • Account (standard Salesforce object)
  • Opportunity (standard Salesforce object)
  • npe01__OppPayment__c (NPSP payment object)

This ensures the integration works seamlessly with your existing NPSP workflows, reports, and automations.

Mapping Guide

The integration maps donation data to the following Salesforce objects:

Account Records (when created):

  • Name: [Donor Name] Household
  • Type: Household
  • Phone: Donor's phone number
  • Billing Address: Complete address from donation form

Contact Records (when created):

  • First Name and Last Name: From donor information
  • Email: Primary email from donation
  • Phone: Donor's phone number
  • Mailing Address: Complete address from donation form
  • Home Email (npe01__HomeEmail__c): Donor's email
  • Preferred Email (npe01__Preferred_Email__c): Set to "Personal"

Opportunity Records (always created for each donation):

  • Name: [Donor Name] [Date] Donation
  • Contact: Linked to the donor's Contact record
  • Account: Linked to the donor's Account record (if applicable)
  • Amount: Donation amount
  • Close Date: Date of donation
  • Type: Donation
  • Description: "Donation processed on [Date]"
  • Stage: Closed Won

Payment Records (NPSP Payment object, also created for each donation):

  • Payment Amount: Donation amount
  • Payment Date: Date of donation
  • Payment Method: Credit Card
  • Paid Status: True
  • Gateway Payment ID: Feathr transaction ID
  • Origin Type: Online
  • Origin Name: Feathr Donation Form
  • Payment Acknowledgment Status: To Be Acknowledged

  • Related Opportunity: Opportunity created (above)

     

 

Troubleshooting

Connection fails after entering credentials:

  • Verify that at least 5-10 minutes have passed since creating the Connected App
  • Double-check that all OAuth settings are configured exactly as specified in Step 1
  • Ensure you copied the entire Consumer Key and Consumer Secret with no extra spaces or missing characters
  • Confirm your Salesforce domain doesn't include "my.salesforce.com"

Donations aren't appearing in Salesforce:

  • Remember that sync happens once per day—check back after the next sync cycle
  • Verify the Feathr app connection is still active in your Fundraising Settings
  • Confirm NPSP is properly installed in your Salesforce instance
  • Check that your Salesforce user account has the necessary permissions to create records

Duplicate contacts are being created:

  • Verify that email addresses in Feathr match exactly with Salesforce records
  • Check for variations in email formatting or spelling
  • Review your Salesforce duplicate matching rules

OAuth or authentication errors:

  • Verify all OAuth settings in your Connected App match the specifications in Step 1
  • Ensure "Require Proof Key for Code Exchange (PKCE)" is unchecked
  • Confirm all required OAuth scopes are selected (Full access and Manage user data via APIs)
  • Try regenerating your Consumer Secret in Salesforce and re-entering it in Feathr

For persistent integration issues, contact the Feathr Support Team with specific details about the error messages or unexpected behavior you're experiencing.

Managing Your Integration

Once connected, the integration runs automatically in the background. You don't need to manually sync data or trigger transfers—everything happens automatically during the daily sync cycle.

To modify integration settings or disconnect Salesforce:

  1. Go to your Feathr Fundraising dashboard
  2. Navigate to Settings
  3. Access the Salesforce Integration section
  4. Make any necessary changes or disconnect the integration if needed

Related to

Related articles