Prerequisites and setup requirements for the WeGive Salesforce NPSP integrationBefore connecting the WeGive Salesforce integration, your Salesforce instance must meet the following requirements. This page is reference only. For the step-by-step setup walkthrough, see Setting Up the WeGive Salesforce Integration in the Knowledge Base.
Required Salesforce Editions
One of the following:- Enterprise Edition
- Unlimited Edition
- Developer Edition
Required Packages
WeGive Managed Package
Provides the custom objects and fields the integration depends on. See Managed Package for the package ID and contents.Nonprofit Success Pack (NPSP)
NPSP must be installed. The integration uses these NPSP objects:npe01__OppPayment__c- payment trackingnpe03__Recurring_Donation__c- recurring donationsnpsp__Allocation__c- fund allocationsnpsp__General_Accounting_Unit__c- fundsnpsp__Partial_Soft_Credit__c- individual soft creditsnpsp__Account_Soft_Credit__c- organization soft credits
Required User Permissions
The integration user must have:- API Enabled
- Modify All Data
- Customize Application
- View Setup and Configuration
- View All Data
- WeGive Admin Permission Set assigned (System Administrator profile)
Required API Access
- API access enabled for your Salesforce instance
- The integration uses the Salesforce REST API
- For instances created during or after Summer 2023, the OAuth username-password flow must be explicitly enabled
Field-Level Security
All fields involved in the integration must be visible to the API, including for System Administrators:- Standard fields on Contact, Account, Opportunity, and Campaign
- Custom fields from the WeGive managed package
- Custom fields from NPSP
- Any custom fields you map in the integration
Environment Considerations
- The connection succeeds only when the WeGive and Salesforce instances are the same type (production with production, sandbox with sandbox)
- Ensure sufficient API call limits for your expected usage