Enable campaign hierarchy in Give Lively’s Salesforce integration

Learn about the benefits of using the Salesforce campaign hierarchy with Give Lively records, as well as how to enable the feature in your org.

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Before You Get Started

Make sure your integration user has the necessary permissions to sync data and create campaigns. Refer to this article for a full listing.

Video Overview

Text Walkthrough

Background

Salesforce campaigns have a field that allows them to be organized into a parent-child hierarchy. Give Lively’s Salesforce integration can be configured to make use of the hierarchy model. When enabled, the feature will nest Give Lively events and fundraisers (individual and team) under parent campaigns, allowing administrators to roll up values such as contact and donation counts, as well as summed donation amounts.

Sample campaign hierarchy created by the Give Lively sync process. Click the image to see full size.

Important notes

  • Organizations that first connected to Salesforce prior to June of 2021 will need to enable this feature using the steps below.
  • All changes will apply going forward, but will not retroactively update previously synced campaigns, events and fundraisers.

How to enable campaign hierarchy

  • Log in to the Give Lively Nonprofit Admin Portal.
  • Click "Organization Settings" in the menu on the top of the page and then "Integrations" in the tab on the left. If you don’t see “Integrations” in the top menu, visit https://secure.givelively.org/integrations.
  • Click the “Go to Salesforce Settings and Logs” button.
  • Click “Data Mapping (Donations)” in the left navigation bar.
  • Check the box next to “Use campaign hierarchy model” at the bottom of the page.

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