Follow these simple steps to establish the connection:
1. Navigate to the Salesforce Integration Page
Log in to your BetterWorld dashboard.
Click the dropdown menu on the upper right side of the screen and select Team Settings.
Click the Integrations link on the left sidebar and navigate to the Salesforce tab at the top of the page. Then click Log in to Salesforce. You will be redirected to Salesforce.
2. Log Into Your Salesforce Account
Enter your username and password and click Log In.
Allow necessary permissions for the integration to function.
You will be redirected back to your BetterWorld Dashboard.
3. Configure Field Mapping (Optional)
Once connected, you can choose how BetterWorld data maps to Salesforce fields.
Use default mappings or customize field associations based on your nonprofit’s needs.
💡 If you're using Salesforce Nonprofit Success Pack (NPSP), donor data will automatically sync to Contacts, and transactions will sync to Opportunities.