Installation the Engaging Networks Connector App
Be sure that the Salesforce org has My Domain set and activated. This is most likely the case for new developer organisations.
If intended for a test sandbox, please use https://test.salesforce.com instead of https://login.salesforce.com, in the URL below.
Whilst logged in to the intended Salesforce org, in the same tab, paste the package URL to the address bar.
Salesforce will drop into the installation process of the package.
Select “Install for all users” and accept the acknowledgement of the unmanaged packaged version.
Hit the “Install” button and wait for the confirmation email from the Salesforce org, confirming the package has completed successfully.
The final installation step prior to configuring the integration, is applying the “Engaging Networks Connector Administrator” to the user’s Permission Set, which will administer the connector.
Installation the Engaging Networks NPSP Extension Package
If your organization is using Salesforce’s NonProfit Success Pack and representing Recurring Gifts via the Recurring Donation object, then please install the following Engaging NPSP extension package.
Installation link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4K0000015dwI
This package will install the following two fields, on to npe03__Recurring_Donation__c
Using the Apps menu, locate the Engaging Networks Connector App.
The control panel provides quick access to relevant documentation and areas of the tool.