Momentum integrates seamlessly with Salesforce, supporting both the Nonprofit Success Pack (NPSP) and the newer Salesforce Nonprofit Cloud. Whether you're managing fundraising through classic Salesforce + NPSP or adopting Salesforce’s newer industry cloud, Momentum ensures your team stays in sync—without duplicate data entry or disconnected systems.
What to Expect
Support for All Salesforce Nonprofit Setups
Many of our customers use Salesforce with NPSP but not the newer Nonprofit Cloud—and that’s totally fine. We fully support both configurations, tailoring the integration to your setup during implementation.
Custom Integration Design
Every Salesforce integration begins with a collaborative design phase. We work with your team and Salesforce partners to map data fields accurately and ensure a clean, reliable sync. Customizations and related implementation costs are scoped up front.
Easy Setup & Secure Authentication
Linking your Salesforce instance takes just a few clicks in the Momentum web app. Admin users can securely connect via OAuth in the Settings menu.
Data Sync Overview
Momentum pulls key records from Salesforce to power recommendations and donor engagement:
- Accounts (Households)
- Contacts
- Addresses
- Opportunities
- Tasks
We also write back Actions to Salesforce to reflect outreach logged or completed through Momentum.
Click here to learn more about Salesforce Data Mapping.