Salesforce Integration Guide

Connect your Salesforce org to automatically sync donations and generate receipts. Works with NPSP and standard Salesforce orgs.

Before you connect

Salesforce account with Opportunity access

Admin or appropriate permissions in Salesforce

Donations stored as Opportunities

Contact email addresses on related Contacts

Navigate to your organization's Integrations page from the sidebar menu.

Click the Connect button in the Salesforce section to start the OAuth flow.

You'll be redirected to Salesforce. Log in with an account that has access to Opportunities.

Review the permissions and click Allow. Thankly requests read-only access to Opportunities.

Back in Thankly, configure your sync preferences: record type filters, auto-receipts, and sync schedule.

Thankly syncs the following data from Salesforce:

Closed Won Opportunities

Contact name and email from Primary Contact

Opportunity Amount and Close Date

Record Type (for filtering)

Thankly automatically syncs new Closed Won Opportunities daily. You can also trigger a manual sync anytime from the Integrations page.

Filter which Opportunities sync by Record Type. Only sync "Donation" record types and exclude grants or other opportunity types.

When enabled, Thankly automatically generates and emails receipts for new donations as they sync from Salesforce.

Donations not syncing?

Ensure Opportunities are Closed Won and have a Primary Contact with an email address.

Connection expired?

Salesforce tokens can expire. Click "Reconnect" on the Integrations page to re-authorize.

Need to disconnect?

Click "Disconnect" on the Integrations page. Previously synced donations remain in Thankly.

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