Please follow the below steps to connect your Rallybound instance to your Saleforce account. The Rallybound Salesforce app allows fundraising data to be pushed to your database automatically.
- Log into the Admin at admin.rallybound.com
- Navigate to Organization (top level) > Integrations
- Click the plus button
- Click Salesforce
- Install the required Rallybound Salesforce packages
- Click "Connect to Salesforce" and log into your Salesforce account
Once you've connected Salesforce on the organization level, it's time to apply that connection to a campaign. To do so, follow these steps:
- Navigate to the campaign on which to configure your Salesforce connection
- Click the "System" tab
- Click "Integrations"
- Check the Salesforce checkbox
- Select the active account to apply to the campaign, then continue to configure your Salesforce sync settings. Please see here for our full Salesforce guide.