Goodworld’s Salesforce Integration is a powerful tool that seamlessly syncs your supporter data—including donations, pledges, volunteer activities, and event participation—directly with your Salesforce CRM. With a click of a button, organizations can automate their workflows and maintain a single source of truth for supporter engagement.
This article highlights the depth of Goodworld’s Salesforce Integration, with a focus on our enhanced payments infrastructure and entity-specific mapping that makes complex data handling simple and powerful.
Overview: What the Integration Does
Goodworld to Salesforce is a world-class, two-way integration that:
Automatically syncs Contacts and Opportunities from Goodworld to Salesforce.
Updates Salesforce records in real time when data is updated in Goodworld.
Supports both Salesforce Classic and NPSP (Nonprofit Success Pack) environments.
Ensures duplicate prevention through email matching logic.
To get started, navigate to:
Settings > Integrations > Salesforce > Connect Salesforce
You’ll be prompted to log in with a Salesforce user (with Admin privileges), authenticate your account, and grant access to Goodworld. After connecting, data will begin syncing automatically.
Payments Infrastructure: Pledges, Contributions, and Payments
Goodworld’s new payments infrastructure brings clarity and control to managing financial commitments. Here’s how it works:
1. Pledge
A Pledge is a commitment to donate or contribute in the future. It functions like an IOU and can be fulfilled in several ways:
Through installment plans over time (e.g. payroll deductions over 26 pay periods)
Monthly recurring credit card charges
By mailed check or bank transfer
As an invoiced payment
2. Contribution
A Contribution is a financial transaction completed at the time of action. This includes:
One-time donations
Event ticket purchases
Auction wins
Any credit card payments completed immediately
3. Payment
A Payment is the fulfillment of a pledge. Whenever someone pays (fully or partially) against a pledge, a payment record is created.
Payments Lifecycle Use Case
A supporter pledges $1,200 to be paid over 12 months. Each month, a $100 payment is recorded in Goodworld—and a matching Opportunity is created or updated in Salesforce.
How Data Syncs Between Goodworld & Salesforce
Contact Matching & Creation
If a contact with a matching email exists in Salesforce: Goodworld syncs data to the existing record.
If no matching contact exists: A new contact is created with available information (First Name, Last Name, Email, Address).
Opportunity Records
Every donation or contribution generates an Opportunity in Salesforce.
Each recurring donation payment creates a new Opportunity for easy reporting and revenue tracking.
Updates made in Goodworld are mirrored in Salesforce (unless a donor’s email is changed).
Entity Mapping: Tailored Syncing for Different Use Cases
Goodworld’s Salesforce integration is smart enough to distinguish between different types of engagement and map data accordingly.
1. Campaign Entities
Pledges, Contributions, and Payments are mapped to Salesforce Opportunities.
Custom fields like Pledge Type, Payment Schedule, Payment Method, and Fulfillment Status can be mapped to Opportunity custom fields.
2. Event Entities
Event activity like registrations, sponsorships, ticket purchases, and auction items are treated as individual entities.
These are typically mapped to Salesforce Campaigns or custom Opportunity types with corresponding metadata.
3. Volunteer Opportunity Entities
Goodworld supports tracking of volunteer hours, shifts, and job roles.
If you use Volunteer for Salesforce (V4S), these records will map directly into V4S’s structure—preserving shift details, duration, and engagement history.
Each of these entity types can be custom-mapped to match your CRM’s data schema via:
Settings > Integrations > Salesforce > Manage > Field Mapping
Custom Mapping & Configuration
For advanced users, Goodworld allows you to tailor your integration with custom field mapping. This ensures data is not only synced—but properly categorized and structured for reporting and automation in Salesforce.
Examples of what you can map:
Donation amount → Opportunity Amount
Event type → Campaign Type
Volunteer role → Volunteer Job Role
Pledge status → Opportunity Stage
Best Practices
Always connect with an Admin-level Salesforce user.
Review and test your field mappings to ensure accurate data flow.
For historic data, request a manual sync from Goodworld’s support team.
The Goodworld Salesforce Integration is more than a data sync—it’s a robust engine that handles the complexity of modern giving. With smart entity mapping, flexible pledge structures, and a powerful payments system, your organization can focus less on admin work and more on deepening supporter relationships.
If you have questions about Goodworld's Salesforce Integration, schedule a support call with our success team.