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Integrate our platform with Salesforce
Give Lively offers a Salesforce integration specifically designed to complement the Salesforce Nonprofit Success Pack (NPSP). Once installed, it will automatically sync Give Lively data to Salesforce on an hourly basis.
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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
Text Walkthrough
To set up Give Lively’s Salesforce Integration, follow these steps:
- 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.
- Read through our instructions for setting up the integration.
- Fill out our Salesforce questionnaire and, once finished, send an email to support+salesforce@givelively.org with the subject line "<your nonprofit name> + Salesforce Integration". In the body of the email please provide the EIN of your nonprofit, the email address tied to the Admin User of the account and ensure that they have these permissions enabled.
- 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.
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