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On this page
  • Introduction
  • Initial Setup and Authentication
  • Data Momentum Reads
  • Data Momentum Writes
  1. Data
  2. CRM Sync

Salesforce Integration

Momentum integrates directly with Salesforce (including Salesforce Nonprofit Starter Pack and Salesforce Nonprofit Cloud)

PreviousCRM SyncNextBlackbaud Raiser's Edge NXT Integration

Last updated 1 year ago

Introduction

The following is a cursory view of our data mapping. We work closely with our Salesforce development partners, clients and the to ensure data mapping is accurate. We go through a detailed design phase with each organization. Any necessary customizations and implementation costs will be reflected in the proposal.

Initial Setup and Authentication

  1. Log in to Momentum’s Web app via Org’s Admin account

  2. Navigate to Settings and select “click to link your Salesforce account”

Connect in Settings
  1. Follow instructions on the Salesforce page to give access

Data Momentum Reads

Momentum pulls the following tables from Salesforce NPSP to power our recommendations:

  • Accounts (Households)

  • Contacts

  • Addresses

  • Opportunities

  • Tasks

Data Momentum Writes

Momentum writes back Actions to Salesforce NPSP that are taken via Momentum recommendations, or logged via the Momentum Web App.

API Documentation