A: No, there are no extra API access fees or per-transaction surcharges to integrate Double the Donation with Salesforce, provided your organization maintains active subscriptions with both platforms.

The integration includes no additional setup cost. Once connected, onboarding support varies by plan level:

• Standard & Enterprise Plans: Work directly with a dedicated Implementation Specialist to add users, integrate multiple fundraising tools, and configure advanced settings.

• Essentials Plan: Receive guided email instructions (and a potential onboarding call) to work with a specialist on adding two users, integrating one fundraising tool, and answering configuration questions.

 To get started or upgrade your plan, fill out the form below to schedule a demo.  

A: Enabling the Double the Donation and Salesforce integration is a straightforward process, whether you use the Nonprofit Success Pack (NPSP) or Nonprofit Cloud:

1. Install the App: Download the Double the Donation Matching App from the Salesforce AppExchange.
2. Authorize the Connection: In your Double the Donation account, navigate to Integrations, select Salesforce, and sign in to securely grant platform access.
3. Map Your Fields: Select your default data model (Salesforce NPSP or Nonprofit Cloud) for automatic data flow, or utilize custom mapping to fit your unique data schema.
4. Configure Sync Settings: Enable data syncing to automatically pull matching gift data and newly created opportunity records directly back into your Salesforce instance.

For comprehensive, click-by-click instructions, please refer to our full Salesforce Integration Guides.

To ensure a seamless deployment, your organization won't have to navigate this alone. You will be paired with a dedicated Implementation Specialist who will guide your team through the end-to-end setup, test your data flows, and verify that all connected systems are operating seamlessly.

A: Yes! Double the Donation serves as your organization's centralized workplace giving hub, allowing you to simultaneously connect multiple tools across your fundraising technology stack to a single account.

This multi-system capability captures workplace giving opportunities at every touchpoint:

• Online Donation Forms & Peer-to-Peer Platforms: Identify match-eligible donors during and/or immediately following the checkout process, then drive those matches to completion with automated, personalized outreach.
  
  
• CRM & Database Systems: Automatically sync donor employment records from your CRM to Double the Donation. This alerts donors to their matching gift opportunities through targeted, automated email sequences, ensuring no match falls through the cracks.
  
  
• Volunteer Management Systems (VMS): Enable volunteers to easily check their volunteer grant and Volunteer Time Off (VTO) eligibility during registration, empowering them with instant, employer-specific instructions on how to submit their hours or request VTO.
  
  
• Event & Auction Platforms: Capture employer data during event registration and checkout to raise awareness of attendees' workplace giving eligibility, then follow through with targeted outreach to drive submissions and maximize impact.
  
  
• Data & Wealth Screening Engines: Enhance your wealth screening results with actionable employer data to give your team a comprehensive view of a donor's workplace gift eligibility.

By funneling all workplace giving data and insights into one unified dashboard, you ensure no workplace giving revenue is left on the table.