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Understanding the Salesforce Nonprofit – NetSuite Social Impact V1 quickstart integration template

Stephen Brandt
Updated

Contents

The Salesforce Nonprofit – NetSuite Social Impact v1 template integrates the nonprofit version of the Salesforce CRM platform with NetSuite ERP to streamline the lead-to-cash process. Nonprofits benefit from a unified, full, 360° view of donor data and fundraising across front- and back-office teams.

Important: This template requires administrative access to both of the following apps:

  • A Salesforce Nonprofit account.
  • The older V1 NetSuite Nonprofit account. To distinguish which version you’re using, examine the Constituent record type:
    • Old NetSuite account version: The field Form is present
    • Latest NetSuite account version: The field Form is not present

Features & benefits

  • Purpose-built for nonprofit organizations that use Salesforce Nonprofit as their front office for fundraising and donor management and NetSuite Social Impact for back office – streamline donation operations and grow your mission
  • Rapid integration deployment by automating standard processes with minimal customization needed
  • Take control of your integrations with tools that let you configure and make mapping changes on the fly
  • Reduce maintenance time with an interactive dashboard for sophisticated error handling and integration support

Supported integration flows

After installing and configuring the quickstart integration template, you will have access to four built-in flows to accomplish common nonprofit tasks:

Flow name What’s not supported
Salesforce accounts (Households/Organizations) to NetSuite Constituents
  • File attachments
  • Salesforce parent-child relationships are not directly maintained (parent accounts are imported as NetSuite customers and then NetSuite customer records are added, up to three parent levels)
Salesforce contacts (Donors) to NetSuite constituents (SubCustomers)
  • Syncing donors that do not belong to any Salesforce household or organization account
  • Accounts with 40+ contacts may require customization to avoid NetSuite timeouts 
  • Filtering contacts based on role
Salesforce opportunities (Type: Donations and Events) to NetSuite cash sales
  • File attachments and notes
  • Multiple currencies
Salesforce opportunities (Type: Pledge) to NetSuite invoices
  • File attachments and notes
  • Multiple currencies
Read more about this solution or request a demo:
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