CanadaHelps Connector for Salesforce: Nonprofit Starter Pack
Installation and Configuration
CanadaHelps Connector for Salesforce Package Inclusions
The CanadaHelps package includes the following custom objects:
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CanadaHelps Settings
CanadaHelps Mappings
CanadaHelps Deduplication Criteria
CanadaHelps Import Transactions
CanadaHelps Imports
CanadaHelps Imported Rows
The following custom fields are included in the package and can be added to an opportunity or
payment page layout depending on which object structure your organization uses:
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Transaction Number
Payment Method
Receipt #
Fund Designation
Donation Date
Donation Time
Fee
Disbursement Status
Total Disbursed
In Honour Of
Honouree
In Memory Of
Card Requested
Card Name
Card Address 1
Card Address 2
Card City
Card Province/State
Card Country
Card Postal/Zip Code
Card Signed As
Card Special Message
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.1 Page
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Message To Charity
Voided Receipt
Receipt Voided Date
Receipt Voided Reason
Voided Trans Detail
Voided Trans Detail Date
Voided Trans Detail Reason
Trans Detail Voided Notification Email Sent
Donation Source
The following field is included in the package and can be added to both the Account and Contact
page layout:
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Mailing Preference
Package installation
CanadaHelps Nonprofit Starter Pack Edition
Click on the link for the CanadaHelps base package and log into your Salesforce instance. Then
click continue on the package installation details screen.
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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CanadaHelps Connector for Salesforce base package
Click Next
Select which user profile you want to have access to the package and click next.
Click Install.
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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Updating Page Layouts
Now that you have the CanadaHelps packages installed in your instance you need to add the
custom field to the appropriate account, contact and opportunity page layouts. If your
organization uses Opportunities with Payments then you will have to add some fields to the
Payment page layout rather than the opportunity.
Proceed to the setting section of Salesforce
1) Click on your name in the right hand corner
2) Click on Setup
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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Opportunity page layout
1) Click on Customize
2) Click on Opportunities
3) Click on Page Layouts
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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Select the page layout
Click edit on the page layout of the opportunity page you want to add the CanadaHelps custom
fields.
Adding field to opportunity page layout
Here you can add the CanadaHelps custom opportunity fields to the page layout. The following
custom fields are available:
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Transaction Number
Payment Method
Receipt #
Fund Designation
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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Donation Date
Donation Time
Fee
Disbursement Status
Total Disbursed
In Honour Of
Honouree
In Memory Of
Card Requested
Card Name
Card Address 1
Card Address 2
Card City
Card Province/State
Card Country
Card Postal/Zip Code
Card Signed As
Card Special Message
Message To Charity
Voided Receipt
Receipt Voided Date
Receipt Voided Reason
Voided Trans Detail
Voided Trans Detail Date
Voided Trans Detail Reason
Trans Detail Voided Notification Email Sent
Donation Source
However if you are using Opportunities with Payments then you will NOT want to add the
following fields to the opportunity page as they data is mapped to the payment record instead:
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Payment Amount
Disbursement Status
CanadaHelps Fee
Total Disbursed
Donation time
Donation date
Payment Method
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
Page 7
Payment Page Layout
Navigate to the payment custom object, the scroll down the page to the page layout section and
click edit.
Edit Payment Page Layout
If you are using the Payment object then the following fields are mapped to the Payment
object rather than the opportunity object:
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Payment Amount
Disbursement Status
CanadaHelps Fee
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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Total Disbursed
Donation time
Donation date
Payment Method
Account page layout
1) Click on Customize
2) Click on Account
3) Click on Page Layouts
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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Select the page layout
Click edit on the page layout of the account page you want to add the CanadaHelps custom
fields.
Adding field to account page layout
Here you can add the CanadaHelps custom account fields to the page layout. The following
custom field is available:
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Mailing Preference
CanadaHelps settings
The CanadaHelps settings object is where you configure the account model, the opportunity
settings, contact deduplication settings and field mapping of this package.
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
Page 10
Salesforce settings
First select which version of Salesforce you are using; Enterprise Edition or NPSP (Nonprofit
Starter Pack)
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
Page 11
If you select Enterprise Edition then you will have a second drop down appear with the option of
which account model to use: Existing or create One to One.
Opportunity Settings
Opportunity Model - Options available here will depend on what version of Salesforce you are
using.
 Enterprise edition - Opportunity
 NPSP - Opportunity or Opportunity with Payments
Opportunity Stage for Completed Transaction - From the opportunity stage picklist select what
stage you want completed transactions to be assigned.
Opportunity Stage for Voided Transactions - From the opportunity stage picklist select what
stage you want voided transactions to be assigned.
Default Opportunity Contact Role - From the Opportunity Contact Role picklist select what role
you want the donor to be assigned, this is applicable for individual donations only.
Opportunity Name - Here you can select from 3 options for Opportunity naming conventions:
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Default - This will follow the default rule you have set for Opportunity naming
Transaction Number - This will be solely the CanadaHelps transaction number
Static Value - This will be a static value as set here.
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
Page 12
Contact Matching Rules
The CanadaHelps package includes three different options when it come to contact matching/
deduplication rules.
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Basic - This will match on email address only. You can select either a single or multiple, and
either standard or custom email address fields on the contact record to match on.
Standard - This is the recommended matching. Standard matching will use the Contact first
name, last name and Email address fields to match on. You can select either a single or
multiple, and either standard or custom email address fields on the contact record to match
on.
Custom - Custom setting allows for you to select up to three (3) contact fields to match on.
Custom settings uses "AND" logic for the fields selected. For example; LastName and Email
and PostalCode.
Custom contact matching
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Custom - Custom setting allows for you to select up to three (3) contact fields to match on.
Custom settings uses "AND" logic for the fields selected. For example; LastName and Email
and PostalCode.
Then click save
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
Page 13
Field mapping
The field mapping tab of the CanadaHelps settings object comes preset to map each column of
the CanadaHelps CSV into Salesforce standard Account, Contact and Opportunity objects and
the custom fields that are included in the CanadaHelps package.
If however you have custom fields in your instance you can change the field map via the
mapping tab.
Changing an active mapping
1) Find the CanadaHelps CSV Column you want to change.
2) If applicable change the Salesforce Object.
3) If applicable change the Salesforce field.
4) Select when the mapping should be applied- Individual Donor, Organizational Donor or None
for either donor type.
Additionally you can delete an active mapping by clicking the delete button at the end of a
Mapping row.
Creating a new mapping
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
Page 14
At the bottom of the mapping tab in the CanadaHelps setting tab you can also create new
mappings.
1) Select the CanadaHelps CSV column.
2) Select the Salesforce object.
3) Select the Salesforce field
4) Click add.
Now the new mapping will appear as the last entry on the Mapped fields above.
Now you can select when you would like this mapping to be applied- Individual Donor,
Organizational Donor or None for either donor type.
When you are ready to confirm the mapping click Save. If you want to make any changes you
can click refresh and the mapping will return to the previously saved version.
CanadaHelps Canadon is a registered charity. 179 John Street, Suite 403 Toronto, ON M5T 1X4 Email:
info@CanadaHelps.org
Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc.
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