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.
Log in to the Nonprofit Admin Portal.
Go to Get help with your Give Lively Salesforce integration and click the "Get Integrated" button and proceed through prompts.
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.