NPSP Fundraising and Donations extension
The NPSP Fundraising and Donations extension provides the business logic MoveData needs to process fundraising data into Salesforce orgs running the Nonprofit Success Pack (NPSP). It maps donation and fundraising information to the NPSP data model.
This extension is for organisations that use Salesforce NPSP as their nonprofit data model. If your org uses Salesforce Nonprofit Cloud instead, see the Nonprofit Cloud extension.
For details on what Salesforce records this extension creates and how MoveData processes your data, see Your data in NPSP.
What is an extension?
Extensions are managed packages that sit alongside MoveData's core package and provide data-model-specific business logic. For a conceptual overview, see Understanding extensions.
Prerequisites#
Before installing this extension, you need:
- MoveData installed and configured in your Salesforce org.
- Salesforce NPSP (Nonprofit Success Pack) installed and configured.
Installation#
Install the NPSP Fundraising and Donations extension using the appropriate link for your environment:
| Environment | Install link |
|---|---|
| Production | Install for production |
| Sandbox | Install for sandbox |
Success
Always install in a sandbox first and verify your integration processes correctly before installing in production.
Salesforce records created#
The extension maps MoveData's standardised donation schema to the following NPSP objects.
| Schema entity | NPSP Salesforce object | Notes |
|---|---|---|
| Person | Contact (with Household Account) | Creates a Household Account automatically via NPSP |
| Organisation | Account | Standard Salesforce Account |
| Campaign | Campaign | Supports multi-level hierarchies |
| Campaign Member | CampaignMember | Links contacts to campaigns with status tracking |
| Donation | Opportunity | Standard Salesforce Opportunity |
| Recurring donation | npe03__Recurring_Donation__c | NPSP Recurring Donation object |
| GAU allocation | npsp__Allocation__c | Links donations to General Accounting Units |
| Soft credit | OpportunityContactRole | Attributes credit to additional contacts |
Permission set#
The MoveData NPSP Extensions permission set grants access to the custom objects and fields provided by this extension. Assign it to:
- The MoveData Authorised User (required).
- Any Salesforce user who needs to view or manage NPSP extension records within MoveData.
This permission set is separate from the core MoveData Application permission set. Both are required for users working with this extension. See Permission sets for full details.