Bless EventsHelp docs
What's new

What's new

Integrations

Salesforce

Bless Events sends your people, events, registrations, check-ins, orders and gifts to your Salesforce org, so your team sees everything in one CRM.

  • Set upThe package, the connected app, the integration user, and connecting.
  • What syncsEvery Bless record, the Salesforce object it goes to, and each field.
  • How syncing worksWhen records sync, how Bless finds existing ones, and what cancels and refunds do.
  • Contact matchesChoose what to do when Salesforce thinks a person already exists.
  • When something goes wrongThe connection states, failed records, reconnecting and disconnecting.

The short version

  1. Your Salesforce org needs the Visios package. It adds the objects for events, registrations and check-ins.
  2. Your Salesforce admin creates a connected app for Bless, and an integration user.
  3. An owner or admin in Bless types the app’s consumer key and secret in Settings › Integrations and signs in to Salesforce.
  4. From then on, Bless sends each new or changed record to Salesforce a few seconds after it changes.
  5. Bless only sends. It never deletes or changes Bless data because of a change in Salesforce.

What goes where, at a glance

In Bless In Salesforce
Contact Contact
Household Account
Event Gathering (Visios__Gatherings__c)
Event session Gathering Session
Registration type Tickets and Options
Registration Registration, with a Registration Item
Check-in Check-In
Campaign Campaign
Gift Opportunity
Each recurring payment after the first Its own Opportunity
Event order Opportunity
Donation batch Batch

Each field is listed in What syncs.

What you need

  • A production Salesforce org. Sandboxes cannot connect yet.
  • The Visios managed package, installed.
  • A Salesforce admin who can create a connected app and a user.
  • An owner or admin in Bless.

NPSP (the Nonprofit Success Pack) is optional. Bless finds it on its own and works with its household accounts.

Updated

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