The steps below will guide you through setting up the Salesforce integration in your Admin Account.

Please Note: The Salesforce Integration is designed to work with the Salesforce Nonprofit Success Pack (NPSP) and facilitates sending data from Giving into Salesforce. For more information on the NPSP, click here.

How to set up your Salesforce integration with Giving

  1. Log in to your Admin account.

  2. Navigate to the Integrations page.

    1. Click "My Churches" in the left-hand nav bar.

    2. Click "Integrations" in the left-hand nav bar.

    3. Click "Your Apps" under "New Integrations."

  3. Click on the Salesforce integration from the New Integrations page.

If you are installing the integration for the first time, you'll see a screen that prompts you to enter the information needed to connect to Salesforce.

If your organization is using a custom domain, you'll need to enter it here and click 'Update Domain'. If you do not know the values for these settings, you will need to contact your Salesforce admin or tech support.

4. You'll be prompted to enter your Salesforce login information and then allow to access your Salesforce account. Click 'Allow'.

You've successfully connected to your Salesforce account. 🎉
Next, let's configure your location settings.

Did this answer your question?