Resource Hub

Salesforce Integration

We’re excited to get you set up with our free Salesforce integration and share how to make it work best for your nonprofit’s needs.

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Getting Started

Prepare for Salesforce integration set-up

Integrate our platform with Salesforce

Get started with Give Lively’s free Salesforce integration

Install or upgrade the Give Lively for Salesforce application

View and configure settings for Give Lively's Salesforce integration

Test a Salesforce integration

Managing & Troubleshooting

Learn the enhancements included in Give Lively’s Salesforce app

See our Salesforce integration logic and fields

Exempt Give Lively data syncing from Salesforce duplicate rules

Exempt Give Lively data syncing from Salesforce validation rules

Configure campaign mapping in Give Lively's Salesforce integration

Enable campaign hierarchy in Give Lively’s Salesforce integration

Use Nonprofit Success Pack (NPSP) Recurring Donations in Give Lively’s Salesforce app

Assign general accounting units (GAUs) to Give Lively donations automatically

Connect Give Lively to Salesforce with a different user

Map Salesforce fields to Line Items (All) CSV columns

Grant Salesforce login access to Give Lively support

Finishing or Closing

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