Our platform now integrates with Salesforce. The process only takes a few minutes. Here's how to do it.
1. Get the Salesforce Nonprofit Success Pack
The Nonprofit Success Pack is a discounted Salesforce package made specifically for nonprofits. Learn more here.
2. Create a Sandbox
To get started, create a Sandbox or staging environment in Salesforce. Here are instructions from Salesforce on how to do it. You will want to select the 200 mb developer option when you go through the process. Learn more about the Sandbox in Salesforce.
3. Email Us
Send us an email at [email protected] with the subject line: "Salesforce Integration". Provide your name, your email address, the name of your nonprofit organization, and a good phone number to reach you on in the body of the email. Once you've sent the email, we'll work with you to schedule a 5-10 minute phone conversation during which we will complete the integration.