Add Salesforce NPSP integration - #547
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@shivamlalakiya is attempting to deploy a commit to the deepset Team on Vercel. A member of the Team first needs to authorize it. |
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kacperlukawski
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kacperlukawski
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Hey @shivamlalakiya That's an interesting tool, thanks for contributing! I made a few comments, and will also run Copilot review soon.
| ```bash | ||
| export SF_USERNAME="you@yourorg.org" | ||
| export SF_PASSWORD="your_password" | ||
| export SF_TOKEN="your_security_token" | ||
| ``` |
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Is providing a username and password a recommended auth schema for Salesforce? It's pretty unusual.
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Fair question — the current implementation (npsp_core/client.py) only supports the standard SOAP username-password-security-token flow via simple-salesforce, which is common for trusted server-side/backend ingestion jobs. Added a note in the doc to clarify this and flag OAuth 2.0 as a possible future addition.
| --- | ||
| layout: integration | ||
| name: Salesforce NPSP | ||
| description: Ingest Salesforce Nonprofit Success Pack (NPSP) donor records, gift histories, and engagement metrics as Documents for RAG. | ||
| authors: | ||
| - name: Shivam Ashokbhai Lalakiya | ||
| socials: | ||
| github: shivamlalakiya | ||
| pypi: https://pypi.org/project/haystack-salesforce-npsp | ||
| repo: https://github.com/PhilanthroPy-Project/salesforce-npsp-integrations | ||
| type: Data Ingestion | ||
| report_issue: https://github.com/PhilanthroPy-Project/salesforce-npsp-integrations/issues | ||
| version: Haystack 2.0 | ||
| toc: true | ||
| --- |
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Could we also add a logo?
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Added a logo field pointing at logos/salesforce-npsp.png (reusing the PhilanthroPy project mark as a stand-in — happy to swap for a dedicated integration logo later).
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Pull request overview
- Purpose: Add an integration listing page for
haystack-salesforce-npsp, documenting how to ingest Salesforce NPSP donor data into Haystack 2.x pipelines asDocuments. - Changes:
- Add a new integration page with front matter (name, description, author, PyPI/repo links, issue tracker, type, version).
- Document installation via
pip, required Salesforce env vars, and example usage (standalone + indexing pipeline).
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Adds a logo tile and a short note explaining the username-password- security-token flow is the standard simple-salesforce SOAP auth, per review feedback from @kacperlukawski.
This PR adds a listing for haystack-salesforce-npsp, a Haystack 2.x Data Ingestion component for Salesforce Nonprofit Success Pack (NPSP) donor data.
The
SalesforceNPSPFetchercomponent ingests donor Contact records, Opportunity gift histories, and NPSP engagement metrics as HaystackDocuments for RAG pipelines. It is NPSP-aware (understandsnpo02__/npsp__fields) and emits human-readable donor profiles rather than raw JSON.Adds a single file:
integrations/salesforce-npsp.md.