Integrating our fundraising platform with Salesforce

Our platform now integrates with Salesforce. The process only takes a few minutes. Here's how to do it.

1. Please install the Give Lively for Salesforce App through the Salesforce App Exchange.

2. Make sure that you have Marketing Rights enabled as a Salesforce Admin user.

3. Once you've completed steps one and two, please contact Give Lively via phone or email (include "Salesforce integration" in the subject line) so we can connect you to our staging environment to test donations before we activate the live integration.


Updated
November 19, 2018