Exempt Give Lively data syncing from Salesforce duplicate rules
When enabled, Salesforce’s built-in duplicate prevention features can interfere with Give Lively’s ability to sync donations and contacts. Learn how to add a rule to exempt Give Lively from the duplicate rules, something we recommend.
Before You Get Started
We recommend taking the steps below before or immediately after setting up Give Lively's Salesforce integration, but only if your organization is using Salesforce's Duplicate Matching rules.
When enabled, Salesforce’s built-in duplicate prevention features can interfere with Give Lively’s ability to sync donations and contacts. In order to ensure that the data from Give Lively will sync to Salesforce while blocking or flagging duplicates from other sources, we advise adding a rule to exempt Give Lively from the duplicate rules.
Here's how to do that:
- Log in to your Salesforce org as a system administrator.
- Open Setup and click the "Object Manager" tab.
- Scroll or search to open the Contact object.
- Click on “Fields & Relationships” in the sidebar, then scroll or search for the “Lead Source” field. Click to open.
- Under the Account/Lead Source Picklist Values section, click the "New" button.
- Type or copy/paste “Give Lively” into the entry box. Optional: Check any boxes next to record types where you would like to show this value. Click "Save" when done.
- Use the Search Setup bar at the top of the page to search for “Duplicate Rules”, then click to open.
- Open any active rule for Contacts.
- Click the "Edit" button.
- Scroll to the Conditions section and add a condition excluding Contacts. To do this, set the Field dropdown to "Contact: Lead Source", the Operator dropdown to "not equal to" and add "Give Lively" to the Value field.
- Click "Save" when done.
This added condition will exempt Give Lively from the duplicate matching process, allowing data to sync successfully.
Please note: You will need to identify and merge any duplicate contacts inadvertently created via the Give Lively sync after the fact.