How can we help?

Please follow the below steps to connect your Salesforce CRM to the Rallybound platform. The Rallybound Salesforce app pushes all fundraising data to your database automatically once synced.

1. Log into the Admin.

2. Go to Settings > Integration Options

3. Check the first Salesforce checkbox

4. Click the Salesforce button. 

5. Log into your Salesforce account.

6. Expand the Optional Salesforce Settings.

7. Install the latest Salesforce Rallybound Packages (the links appears on the page).

8. Choose the Salesforce package type by using the first drop down.