All CollectionsNonprofitsIntegrationsSalesforceSalesforceArticles related to Give Lively's free Salesforce integration.RJBy Roderick and 1 other2 authors·20 articlesGet started with Give Lively’s free Salesforce integrationLearn about the Give Lively for Salesforce app and how to set up for Give Lively’s native next-generation integration specifically designed to complement the Salesforce Nonprofit Success Pack (NPSP). In…Grant Salesforce login access to Give Lively supportTo address questions and concerns that may arise relating to Give Lively’s Salesforce app, the Give Lively support team may ask you to grant temporary login access to your Salesforce…Test a Salesforce integrationSteps that nonprofit admins and Salesforce consultants should follow to integrate Give Lively with Salesforce.View and configure settings for Give Lively's Salesforce integrationA walkthrough of the features in the Nonprofit Admin Portal available for Give Lively’s Salesforce integration.Use Nonprofit Success Pack (NPSP) Recurring Donations in Give Lively’s Salesforce appLearn how to use NPSP Recurring Donations in Give Lively’s Salesforce app.Connect Give Lively to Salesforce with a different userRefer to the steps below if you would like to connect Give Lively to your Salesforce org using a different Salesforce user.See our Salesforce integration logic and fieldsAn overview of how our updated Salesforce integration is built.Resolve Salesforce connection errors for custom integration usersFor Salesforce integration users assigned to a custom profile that was created before October 2025.Map Salesforce fields to Line Items (All) CSV columnsBecome familiar with the corresponding Mapped Fields in Salesforce as they relate to the updated column headers and additional data in the Line Items (All) report.Exempt Give Lively data syncing from Salesforce validation rulesWhen active, Salesforce validation rules can inadvertently block Give Lively’s ability to sync donations and contacts. Learn how to modify validation rules to exempt the Give Lively syncing process.Exempt Give Lively data syncing from Salesforce duplicate rulesWhen enabled, Salesforce’s built-in duplicate prevention features can interfere with Give Lively’s ability to sync donations and contacts. Learn how to add a rule to exempt Give Lively from the…Enable campaign hierarchy in Give Lively’s Salesforce integrationLearn about the benefits of using the Salesforce campaign hierarchy with Give Lively records, as well as how to enable the feature in your org.Configure campaign mapping in Give Lively's Salesforce integrationLearn how to configure how Give Lively campaigns and events map to Salesforce campaignsAssign general accounting units (GAUs) to Give Lively donations automaticallyInstructions to automate the process for assigning GAUs to donations syncing from Give Lively to Salesforce.Salesforce's Included App Enhancements For Give LivelyAn overview of the new custom objects and fields in Give Lively’s Salesforce app.Access the included reports in Give Lively's Salesforce AppLearn about the collection of reports and dashboard that give additional insight into donations and donors processed through Give Lively’s fundraising platform.Set Up Free API Integration Users for Our Salesforce IntegrationLearn how to connect a free API integration user with Give Lively’s Salesforce app.Salesforce's Included App Enhancements For Give LivelyAn overview of the new custom objects and fields in Give Lively’s Salesforce app.Integrate Our Platform With SalesforceThis article includes steps for members to integrate their Give Lively account with Give Lively's Salesforce integration.Install or upgrade the Give Lively for Salesforce applicationMake the most of the new features in Give Lively's next-generation Salesforce integration. In keeping with Give Lively's commitment to be free for nonprofits, there is no charge for this…