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Salesforce Flow: No Code Nonprofit Tax Exempt Verification and IRS Tax Data Retrieval via ProPublica [Video]

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Marketing Platforms and CRM

Salesforce Flow: No Code Nonprofit Tax Exempt Verification and IRS Tax Data Retrieval via ProPublica

Part 2 of the NO CODE solution to use Flow to use the HTTP Callout action to leverage the ProPublica Nonprofit API to do TaxExempt Status checks and retrieve the latest IRS Tax Data.

Special thanks to ProPublica for making this free an available for us to easily access this data. Learn more about the API here: https://www.propublica.org/datastore/api/nonprofit-explorer-api

Part 1 Demo here: https://www.youtube.com/watch?v=RGhAli5JfYg&t=1s

0:00 Demo of Salesforce Flow for Charity Check and Tax Data
6:08 Create Named Credentials for API
9:40 Create Permission Set
11:00 Overview of Flow

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