Salesforce Integration

Salesforce Nonprofit
Donation Receipts

Keep Salesforce as your source of truth while Thankly generates IRS-ready receipts and automatically emails them to donors.

How it works

Connect your Salesforce org in minutes and automate donation receipts.

1

Connect Salesforce

Securely connect your Production or Sandbox org using OAuth. Works with NPSP and Nonprofit Cloud.

2

Configure Sync

Choose which Record Types to sync. Enable auto-receipts to email donors automatically.

3

Receipts Delivered

Donations sync daily. Branded PDF receipts are generated and emailed to donors.

Built for Salesforce nonprofits

Everything you need to automate donation receipts from your Salesforce CRM.

Daily Automatic Sync

Donations from Closed Won Opportunities sync automatically every day, keeping your receipts up to date.

Auto-Send Receipts

Automatically email tax receipts to donors as soon as donations are synced from Salesforce.

IRS-Compliant

Every receipt includes required IRS disclosure language for contributions over $250.

Branded PDFs

Professional PDF receipts with your nonprofit's logo, colors, and custom thank-you messaging.

Audit-Ready Logs

Complete delivery logs track what was sent, when, and to whom for compliance and audits.

Works with NPSP

Fully compatible with Nonprofit Cloud and NPSP. Filter by Record Type to sync only what you need.

Ready to automate Salesforce receipts?

Join nonprofits using Thankly to save hours on donation receipt management.

Salesforce remains your single source of truth
OAuth 2.0 secure connection
Syncs Contact info for personalized receipts
Duplicate detection prevents double-receipting
Manual sync trigger when needed
Detailed sync history and error logs
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