In this age of concern about identity theft, data breaches, digital insecurity and moral compromise, we wanted you to know where we stand on data management and how you can be active in managing it too.
Learn how strongly we believe in data privacy and security
Understand what donor data Give Lively captures and where
Integrate our platform with Salesforce
Install or upgrade the Give Lively for Salesforce application
Prepare for Salesforce integration set-up
View and configure settings for Give Lively's Salesforce integration
See our Salesforce integration logic and fields, app versions 1.3 and later
See our Salesforce integration logic and fields, app versions older than 1.3
Learn the enhancements included in Give Lively’s Salesforce app v1.3
Exempt Give Lively data syncing from Validation Rules
Exempt Give Lively data syncing from Salesforce duplicate rules
Set up notifications for every donation
Use UTM codes to track fundraising campaigns
Add ability to collect donor’s mailing address
Connect Give Lively to Salesforce with a different user
Grant Salesforce login access to Give Lively support
Test a Salesforce integration (for Salesforce consultants)
Enable campaign hierarchy in Give Lively’s Salesforce integration
Assign general accounting units (GAUs) to Give Lively donations automatically
Understand how Give Lively uses UTC for donation receipt times and dates
Download donor data from Nonprofit Admin Portal
Export donor data from Stripe
Access event attendee data
Download contact information for peer-to-peer supporters
