Getting Started
After installing the integration package, you'll need to set up rules to determine which data should be shared between EveryAction/Bonterra CRM and Salesforce.
Step 1: Access the integration settings
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Log in to Salesforce
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Navigate to the EveryAction/Bonterra CRM integration app
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Select "Configuration" or "Sync Settings" (exact name may vary based on version)
Step 2: Define which objects to synchronize
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Review the list of available objects that can be synchronized (contacts, donations, campaigns, etc.)
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Select which object types you want to share between systems
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For each object type, specify whether sharing should be one-way or bi-directional
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Save your object selection settings
Step 3: Configure field mapping
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For each synchronized object, define which fields should map to each other
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Determine how conflicts should be handled (which system takes precedence)
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Set up any data transformation rules if needed
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Save your field mapping configuration
Step 4: Set synchronization schedule
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Define how often data should be synchronized between systems
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Choose between real-time updates or scheduled batch synchronization
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Set up any notification preferences for sync failures
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Activate your synchronization settings
What else do you need help with?
- Understanding Bonterra CRM Salesforce Integration
- How do I install the EveryAction/Bonterra CRM integration package?
- How do I manage synchronized records?