Setup Salesforce Integration

Follow these steps to integrate Salesforce with Evergiving. This setup is straightforward and only needs to be done once.

Step 1 - Create Credentials in Salesforce

Create a User for Evergiving. In Salesforce, create a dedicated user for Evergiving. You will need the username, password, and security token from this user account.

Set Up a Connected App. In your Salesforce account, create a 'Connected App'. This step will provide you with the Consumer Key and Consumer Secret, which are necessary for integration.

Step 2 - Set Up a Salesforce Connection in Evergiving

Enter Salesforce Credentials. In your Evergiving account, navigate to the Salesforce connection settings. Enter the username, password, security token, Consumer Key, and Consumer Secret you generated earlier.

Step 3 - Map Objects Between Salesforce and Evergiving

Map Salesforce Objects. In Evergiving, map the relevant Salesforce objects (such as Leads, Contacts, or Donations) to their corresponding fields in Evergiving. This ensures that data from Evergiving flows correctly into your Salesforce CRM.

Once these steps are completed, Salesforce and Evergiving will be fully connected, allowing seamless data synchronization between the two platforms.