Is this article for you? It covers services only available to Give Lively member nonprofits.
Is this article for you? It covers Salesforce integration services only available to Give Lively member nonprofits.

Get started with Give Lively’s free Salesforce integration

Learn about the Give Lively for Salesforce app and how to set up for Give Lively’s native next-generation integration specifically designed to complement the Salesforce Nonprofit Success Pack (NPSP). In keeping with Give Lively's commitment, this integration is free for nonprofits.

Install or upgrade the Give Lively for Salesforce application

Before you get started

Administrators may wish to review our technical outline to see what kind of Give Lively data, fields and objects will be added to the org.

Video Overview

Walkthrough

Requesting assistance

To take advantage of the new features of the Give Lively Salesforce integration, submit a request for assistance. A member of the Give Lively support team will be in contact and provide you with an installation link for the app, as well as any necessary help with the process.

Remember to configure Salesforce settings in the Give Lively Nonprofit Admin Portal after installing or upgrading the app.

Installation process

  • Once you have received an installation link from the Give Lively support team, click to open it in your browser.
  • If you are prompted to log into Salesforce, follow normal steps to do so. Note: You will need administrative rights to install or upgrade the Give Lively app.
  • Click the "Get It Now" button in the upper right-hand corner of the listing.
  • Enter your Salesforce credentials.
  • Select whether you want to install it in production or a sandbox environment.
  • When prompted during installation, we recommend choosing to Install for Admins Only, and then using permission sets to grant access to anyone who will be administering the app or making use of its data (see next section for additional details).

Permission sets

Two permission sets are included in the Give Lively app:

  • Give Lively Integration User: a broad permission set intended to be assigned to the user in your Salesforce org that connects to Give Lively to synchronize data.
  • Give Lively General User: a narrower permission set intended for any Salesforce users who will need to view or interact with synced Give Lively-specific data.

Note: A warning will be displayed if the Salesforce integration user lacks the necessary Salesforce permissions to refresh information or create/assign Give Lively custom permission sets.

Give Lively Integration User

  • The Give Lively Integration User permission set includes permissions for all custom fields, objects and other metadata included in the app. 

To assign the Give Lively Integration User permission set to the connected user responsible for syncing:

  • Navigate to https://secure.givelively.org/salesforce (or https://secure-staging.givelively.org/salesforce for staging)
  • Click the Apply Permission Sets button
  • Wait until the status updates to “Succeeded”
  • Note for orgs with the Nonprofit Success Pack (NPSP) installed: In addition to applying the Give Lively Integration User permission set to the integration user, this button will also create and apply a second permission set called Give Lively Additional Permissions. This includes access to several fields unable to be included in the packaged permission set, but necessary for syncing data.

Give Lively General User

  • The Give Lively General User permission set is a subset of the permissions included in the Give Lively Integration User permission set. It provides users access to Give Lively app fields, but omits the broad permissions that are necessary to ensure successful synchronization of data.

To assign the Give Lively General User Permission set:

  • Click the setup gear icon on the top-right of the screen. From the list that appears, select “Setup”.
  • In the left-hand menu, go to Administration -> Permission Sets
  • Click on the Give Lively General User permission set.
  • Click the Manage Assignments button.
  • Click the Add Assignments button.
  • Check the boxes corresponding to any of your users that will need access to Give Lively data, then click the Assign button.
  • Click Done.

Custom Opportunity fields

Give Lively’s app syncs donation information to both standard and packaged custom fields at the Opportunity level. Custom fields will need to be added to your Opportunity Page Layout(s) to become visible to users.

Modifying the Opportunity page layout

Here’s how to change the Opportunity Page Layout:

  • Click the gear icon in the upper-right corner of the screen. From the list that appears, select “Setup”.
  • Switch to the Object Manager tab.
  • Use Quick Find or scroll to click on the Opportunity object.
  • Select Page Layouts in the left-hand menu.
  • Click the page layout name used for Opportunity type(s) associated with donations, e.g. “Donation Layout”.
    If you have multiple page layouts, determine which one (or ones) applies to donations and needs to be updated by reviewing the Page Layout Assignment from the button on upper right.
  • From the toolbar at the top of the page, click and drag the fields you wish to display onto the page below. We recommend at least adding the following:
    + Anonymous to Public
    + Net Amount
    + Payment Platform Transaction Fee
    + Text Code Used
    + Transaction Fee Covered by Donor
  • Once finished, click Quick Save in the toolbar at the top of the page.
  • As needed, repeat the above steps for other page layouts.

Users will now be able to see additional donation information from Give Lively when viewing synced Opportunities.

Ticket tiers

With the new release, the ticket tiers you create on a Give Lively Event Ticketing page will now be synced to a new custom object in your Salesforce org. When a Give Lively event syncs into Salesforce as a Campaign, corresponding Ticket Tiers will automatically be associated. To view Ticket Tiers, you will need to include them as a related list on your Campaign Layout(s).

Modifying the Campaign page layout

  • Click the setup gear icon on the top-right of the screen. From the list that appears, select "Setup".
  • Switch to the Object Manager tab.
  • Use Quick Find or scroll to click on the Campaign object.
  • Select "Page Layouts" in the left-hand menu.
  • Click the page layout name used for Campaigns type(s) associated with events. (Please note: There is no standard Campaign record type and/or page layout for events, but many organizations choose to create one manually.)
    If you have multiple page layouts, determine which one (or ones) applies to events and needs to be updated by reviewing the Page Layout Assignment from the button on upper right.
  • From the toolbar at the top of the page, select "Related Lists".
  • From the Related Lists options, click and drag Ticket Tiers onto the page layout where you’d like it to display.
  • Click the wrench icon in the Ticket Tiers list to add fields to display.
  • Add the Ticket Tier fields you would like to see on Salesforce campaigns syncing with Give Lively events. We recommend including Tier Title, Price, Total Available Tickets, Start Availability and End Availability.
  • Click the "+" to expand the Buttons section, then uncheck the box next to New.
  • Click the "OK" button to close the window, then click "Save" in the toolbar at the top of the page.
  • Click the "No" button to save changes:

You will now be able to see Ticket Tier information when viewing Salesforce Campaigns synced with Give Lively Event Ticketing pages.

Ticket purchases

In addition to the Ticket Tiers, Ticket Purchases made through Give Lively are now stored in Salesforce. Ticket Purchases can be viewed in the related list on Ticket Tier records as well as on Opportunity records synced from Give Lively events. 

To view Ticket Purchases related to an Opportunity, you’ll need to add the Ticket Purchases related list to the Opportunity page layout(s).

Modifying the Opportunity layout

Here’s how to change the page layout:

  • Click the setup gear icon on the top-right of the screen. Select "Setup" in the list that appears.
  • Switch to the Object Manager tab.
  • Quick Find or scroll to click on the "Opportunity" object.
  • Select "Page Layouts" in the left-hand menu.
  • Click the page layout name used for event Opportunity.
    If you have multiple page layouts, determine which one(s) apply to events and need to be updated by reviewing the Page Layout Assignment from the button on upper-right.
  • From the toolbar at the top of the page, select "Related Lists".
  • From the Related Lists options, click and drag Ticket Purchases onto the page layout where you’d like it to display.
  • Click the wrench icon in the Ticket Purchases list to add fields to display.
  • Add the Ticket Purchases fields you would like to see on the Opportunities. We recommend adding Ticket Tier Name, Date of Purchase and Price.
  • Click the "+" to expand the Buttons section, then uncheck the box next to New.
  • Click "OK" to close the window, then click "Save" in the toolbar at the top of the page.
  • Click the "No" button to save changes:

The related ticket purchases will now be displayed on Opportunities.

Give Lively IDs in Salesforce

In order to better relate the data between the two systems, the Give Lively record IDs are now being synchronized to Salesforce in the following fields:

  • Contact - Give Lively User ID: Give Lively identifier for donors.
  • Opportunity - Give Lively Donation Id: Give Lively identifier for charges.
  • Campaign - Give Lively ID: Give Lively identifier for campaigns (distinct from, but related to Salesforce campaigns).
  • Opportunity - Give Lively Event Id: Give Lively identifier for events.
  • Opportunity - Give Lively Subscription ID: Give Lively identifier for subscriptions. Appears only for recurring donations.

Integrate our platform with Salesforce

Before you get started

We highly recommend going through our testing flow to create and connect a sandbox to our staging environment. We then sync test donations for your team's review before going live. This way your nonprofit has the chance to review our logic first hand and make updates to any settings as needed. This ensures a seamless integration in production.

Video Overview

Walkthrough

To set up Give Lively’s Salesforce Integration, follow these steps:

  1. Confirm with your Salesforce administrator that you have a sandbox. If not, create one by following Salesforce’s guide. Any sandbox type will suffice, including the basic Developer type. IMPORTANT: We recommend triggering test donations to your sandbox before connecting your production org to Give Lively.
  2. Read through our instructions for setting up the integration.
  3. Complete the Salesforce Help Ticket form providing "Salesforce Integration Onboarding" as your Request Reason.
  4. Our team will follow up with next steps to connecting your nonprofit's sandbox to our staging environment. Once prepared, we will trigger test donations for your nonprofit to review. Syncs occur hourly at half past the hour.

For reference, the Salesforce integration syncs hourly at half past the hour.

For an overview of how this integration was built, please see our Salesforce integration logic and fields guide.

Please note: Give Lively’s Salesforce integration does not currently support the new Salesforce Integration user license type. At this time we recommend utilizing a standard Salesforce user license.

A note about payment forms

Give Lively has two generations of payment forms in use. Your choice of features will dictate which form appears. At present, our integration with Salesforce is supported by both generations of payment forms. Activation of this feature alongside the others on this list may trigger the second-generation payment form. Any combination of features beyond those detailed on the list will continue to see use of the first-generation form.

IMPORTANT: Both generations of payment forms guide donors through very similar giving experiences and there is no reason a nonprofit should favor one payment form over the other. Over the next few months, the new payment form will become the standard for all Give Lively donation pages. Learn more here.

Prepare for Salesforce integration set-up

Before you get started

Have you reached out to us to request a Give Lively Salesforce integration?

Video Overview

Walkthrough

IMPORTANT: When the integration is connected, all previous donations and event purchases made on your Give Lively fundraising pages will automatically sync to Salesforce. New donations and event purchases will sync within an hour of being marked as “paid.” New Campaign, Contact and Opportunity records will be created during this same hour window.

To set up for your Salesforce integration, please carefully review and prepare the following.

Confirm the following for the integration user

  • Access any Account, Contact, Campaign, and Opportunity record types in use in your org
  • "Read/Write" access to any Account and Contact record that should be considered for matching and which is associated with a gift synced from Give Lively, or View All and Modify All permissions
  • "API Enabled", "Assign Permission Sets", "Download AppExchange Packages" and "Manage Profiles and Permission Sets" permissions granted via Profile or Permission Set
  • Marketing User = TRUE on own User Record  

Other essential considerations

  • The integrating user should ideally be configured to have a non-expiring password, and will need to remain active in Salesforce as long as the Give Lively integration is in use. The user email should be evergreen, e.g. integrations@nonprofit.org. Here is an excellent article by Salesforce about creating a Dedicated Salesforce Integration User.
  • The Give Lively integration is not currently compatible with NPSP’s native “State and Country Picklists” feature. If you have State and Country Picklist enabled, you must disable this feature prior to establishing the integration.
  • Our integration attempts to match a Give Lively donor to an existing Contact in your Salesforce organization using the email address provided during the donation process. We match against the standard Contact Email field as well as the three NPSP email fields (Personal Email, Work Email, Alternate Email) assuming NPSP is installed. If an exact match is not found, a new Contact will be created.
  • If you are using Salesforce's built-in duplicate matching rules, we strongly recommend that you create an exception for Give Lively's data sync.
  • At this time, P2P donations will not soft credit the fundraiser.
  • ACH/bank account donations will not sync or be recorded in the sync logs until the transaction has successfully been processed by the donor’s bank.
  • If you have GAU Allocations enabled in your production org, be sure to re-open the GAU Allocations page in your sandbox(es) before attempting to sync test donations. Go to NPSP Settings Tab > Donations > GAU Allocations. Simply opening the page will clear any invalid entries carried over from your production org, thus preventing errors.
  • The Give Lively integration does not currently support the new Salesforce Integration user license type. At this time we recommend utilizing a standard Salesforce user license.
No items found.

Before You Get Started

Video Overview

Walkthrough

Downloads

Get Inspired

No items found.