Seamlessly sync donor and transaction data from Overflow into Salesforce—enabling your team to manage relationships and giving activity, all in one place.
📦 Overview
With the Overflow <> Salesforce App, you can:
-
Map confirmed gifts as Opportunities in Salesforce
-
Associate transactions with Contacts or Accounts
-
Customize field mappings and sync frequency
-
Maintain donor anonymity (when applicable)
This eliminates manual imports, improves stewardship, and ensures your CRM reflects real-time donor activity.
🛠️ SETUP
Step 1: Request Integration Access
-
Contact your Overflow Account Manager or email support@overflow.co to enable the Salesforce integration.
Step 2: Install the App
-
Visit the Salesforce AppExchange and search for Overflow for Salesforce
-
Click Install and follow prompts for your org
Step 3: Generate API Key in Overflow
-
In the Overflow Dashboard, go to Settings > Integrations
-
Click “Connect” under Salesforce
-
A unique Overflow API Key will be generated
Step 4: Configure in Salesforce
-
In Salesforce, go to the Overflow App > Configurations
-
Paste your Overflow API Key into the field and click Submit
🧭 2. MAPPING & MATCHING
Opportunity and Record Linking
-
Funds in Overflow become Opportunities in Salesforce.
-
Use the Mapping Editor (⚙️ icon) to define:
-
Object types (Contact vs Opportunity)
-
Field mappings (e.g.,
Overflow.ID) -
Default values (e.g., Stage = "Closed Won")
-
Donor Matching Logic
-
Matches on Contact Email → Contact Name → Account Name
-
If no match exists, the integration can auto-create new Contacts (and Accounts if needed)
Anonymous Donations
-
Optionally sync gifts with donor details redacted
-
Anonymous gifts appear only as Opportunities (amount + date), with no donor info
🔄 3. SYNCING BEHAVIOR
-
Only confirmed gifts are synced
-
Syncs can be manual or scheduled
-
Each gift imports as a separate Opportunity, linked to donor records
-
Fields synced include:
-
Donation Type, Amount, Date, Fund/Campaign name
-
Payment method or asset type (e.g., stocks, crypto)
-
Transaction ID, Donor contact info
-
🚨 4. TROUBLESHOOTING
| Issue | Resolution |
|---|---|
| Transactions not syncing | Check that the gift is confirmed in Overflow and that the sync schedule is active. |
| Donor not matched correctly | Verify your field mappings in the Mapping Editor and confirm donor info in Overflow (email, name) matches Salesforce data. |
| API Key failed | Re-generate the key in Overflow and re-enter it in Salesforce Configurations. |
| Anonymous donors syncing with personal info | Ensure that anonymous giving is properly configured. Contact support to verify. |
| Duplicate Opportunities | Check if manual imports were run before scheduled syncs were enabled. |
📞 Need Help?
We’re here to support you. If you need assistance with configuration, mapping, or troubleshooting:
📧 Email: support@overflow.co