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Salesforce Integration Questionnaire
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* Indicates required question
Email
*
Your email
Please share your organization's EIN number:
*
Your answer
Is the organization a current member of Give Lively
*
Yes
No
Please share the full name of the organization you represent:
*
Your answer
Please state your name and your role:
*
Your answer
Does your organization currently use Salesforce NPSP?
*
Yes
Other:
Email address of Salesforce admin who will be connecting the integration (if different than previous email)
Your answer
Are you working with a Salesforce consultancy?
*
Yes
No
If yes, please share the name of the consultancy and the name and the email of your consultant.
Your answer
For consultants, have you authenticated the Give Lively integration in the past?
Yes
No
Clear selection
Do you have a Salesforce Sandbox for testing?
*
Yes
No
I have no idea what a Sandbox is
How else do you use Salesforce (e.g. tracking volunteers, event attendees, etc)?
Your answer
If you have set up any customizations in Salesforce that relate to Opportunities, please share more details on these customizations or workflows.
*
Your answer
If necessary, are you comfortable providing your contact at Give Lively with access to your Sandbox account for troubleshooting purposes?
*
Your answer
If you are in contact with a Give Lively advocate or support specialist, please select their name below:
*
Choose
Ashlee
Jamal
Jonathan
Kelsey
Mike
Roderick
Sammy
Taiesha
N/A
Please confirm that you have read the three Salesforce documentation articles:
*
Yes
No
Required
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