Integrate our platform with Salesforce
Give Lively offers a Salesforce integration specifically designed for the Nonprofit Success Pack. Here's how to get started.
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.
To set up a Salesforce integration specifically designed for the Nonprofit Success Pack (to learn more about the Nonprofit Success Pack, check out this video):
- Confirm that your Salesforce has a sandbox created. If not, create one by following Salesforce’s guide. IMPORTANT: We recommend triggering test donations to your sandbox before connecting your live instance to Give Lively.
- Read through our instructions for setting up the integration.
- Send us an email to firstname.lastname@example.org with the subject line "<your nonprofit name> + Salesforce Integration". In the body of the email please provide the EIN number of your nonprofit, the email address tied to the Admin User of the account and ensure that they have have these permissions enabled.
- Our team will follow up with next steps to connecting your nonprofit's sandbox to our staging environment. We will trigger test donations for your nonprofit to review.
For reference, the Salesforce integration syncs hourly at half past the hour.