Integrations
Connect Bless Events to the other tools your organization uses, so your people, events and gifts are in one place. Salesforce is the first integration.
- SalesforceSend your contacts, households, events, registrations, check-ins, orders and gifts to Salesforce.
- How integrations workWhere they live, who can connect them, and what they always do.
More integrations, such as QuickBooks, are planned. Until then, export your payouts for your books. See Exports and bookkeeping.
Salesforce from start to finish
Who does what, in the order it happens.
Prepare Salesforce
- Salesforce admin
- Installs the Visios package and creates a connected app for Bless.
- Salesforce admin
- Makes an integration user that Bless signs in as.
Connect
- Owner or admin
- Connects Salesforce in Settings › Integrations.
- Bless
- Creates your campus in Salesforce and starts to send your records.
Every day
- Bless
- Sends each new or changed record a few seconds after it changes. See What syncs.
- Bless
- Checks every 6 hours for anything it missed, and sends it.
When needed
- Owner or admin
- Chooses a match for a contact Salesforce thinks it already has.
- Salesforce admin
- Fixes a setting when records fail to sync.
Updated