Integrating our platform with Salesforce

Give Lively offers a Salesforce integration specifically designed for the Nonprofit Success Pack. For an overview of how our integration is built, please refer to our Salesforce Logic and Fields PDF here.


To get started, please follow these steps:


  1. Confirm that your Salesforce has a sandbox created. If not, create one by following Salesforce’s guide here.*


  1. Send us an email to membership+salesforce@givelively.org with the subject line “<your nonprofit name> + Salesforce Integration”.


  1. In the body of the email please provide the email address tied to the Admin User of the account and ensure that they have Marketing rights enabled.


From there, our team will follow up with next steps to install our app in your sandbox, connect your nonprofit’s sandbox to our staging environment, and we’ll trigger test donations for your nonprofit’s review.


*Please Note: We recommend triggering test donations to your sandbox before connecting your live instance to Give Lively.



Updated
April 29, 2019