KIT is powered by your data, so we recommend connecting with your CRM provider as soon as you subscribe. In this article, we will be going through the steps to integrate with Salesforce.
Before you gets started, please ensure that you have the unique package installation phrase that your sales representative provided you upon sign up at the ready.
If you've misplaced this email, please reach out to them and they'll be happy to send it through again.
Once you've got this, login to your Salesforce account to begin.
(1) Copy the unique package installation phrase that was provided by your sales representative into your browser's URL bar after the .com/
For example, replace this component of your URL (whatever it may be)
With the above unique package installation phrase that you've copied (whatever it may be)
(2) Install the Fundraising KIT Package
Click Install for All Users > Read and tick the acknowledgement box > Click Install
Wait for the installation to be complete (this may take a couple of minutes)
When the installation is complete, click Done to return to your Salesforce account
(3) Add the KIT Tile to your Salesforce Accounts page
Click on the Gear icon > Click Setup
Click on Object Manager > Click Account
Click on Page Layouts > Click Household Layout
Click and drag Section down into the Account Fields space
The section will turn green once you drag Section over it> Drop the Section here by releasing the click
Watch this step in action below
Update the Section Name to be Fundraising KIT (or a name that your team will recognize) > Click OK
Click and drag the Fundraising KIT elements into your new Fundraising KIT section
Here's a list of the elements that you can add:
- Best Way to Reach Out
- Donor Readiness
- Donor Score
- Donor Score Category
- Donor Readiness
- Engagement Stage
- Major Gift Date
- Max Life Time Value
- Reserve Time of Year
- Secondary Time of Year
- Smart Ask
- Time of Year
Here's an example of the finished Fundraising KIT section:
Congratulations - Your Salesforce account is connected to Fundraising KIT.