Create a Connected App in Salesforce

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Prerequisites

• System Administrator access in Salesforce
• WeGive Admin Permission Set assigned to your user
• Access to your appropriate Salesforce environment:
  • Sandbox for testing with WeGive Test/Sandbox accounts
  • Production for live WeGive production accounts

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Step 1: Access App Manager

1. Log in to your organization’s Salesforce account
2. Click Setup in the top right corner of your screen
3. Type App Manager in the navigation search bar
4. Click New Connected App

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Step 2: Configure Information

• Connected App Name: WeGive
• API Name: WeGive
• Contact Email: [email protected]
• Check the box for Enable OAuth Settings
• Callback URL: Enter the appropriate callback URL based on your environment:
  • Production Environment: https://super.givelist.app
  • When creating your Test or Sandbox Environment use: https://api.sandbox.wegive.com
• Selected OAuth Scopes: Highlight and move all selected OAuth scopes to the Available OAuth Scopes using the arrows.

• Require Secret for Web Server Flow: Check On
• Require Secret for Refresh Token Flow: Check On

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Step 3: Update Managed Package OAuth Policies

• Return back to the Lightning Experience App Manager by clicking into the WeGive tab. This time, click “Manage” instead of “View.”
• Click Edit Policies.
• IP Relaxation: Relax IP restrictions
• Refresh Token Policy: Refresh token is valid until revoked

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Step 4: Setup Remote Site Settings

• From your Salesforce Setup Home screen, click on Security and then click on Remote Site Settings.
• Click New Remote Site
  • Remote Site Name: wegive_api
  • Remote Site URL:
    • If using Test or Sandbox environment: https://api.sandbox.wegive.com If using Production environment https://super.givelist.app
  • Active: TRUE
  • Click Save

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Step 5: Obtain App Consumer Key and Consumer Secret

• From your Salesforce Setup Home screen, click on Apps and then click on App Manager
• Find the WeGive Connected App previously made and click the drop down arror and select**View **
• Under the API (Enable OAuth Settings) click Manage Consumer Details
• Verify Your Idenity to see the key.
• Copy the Consumer Key and Consumer Secret and save them for use in the next step.

• From the Setup Home page in Salesforce navigate to OAuth and OpenID Connect Settings
• Select Allow and OpenID Connect Flows

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Step 6: Obtain App Consumer Key and Consumer Secret

• In WeGive, **Navigate to Data > Integration > + New Integration **(assuming you have not already attempted to create a Salesforce app)
• Select Salesforce, then Create

• Paste the Consumer Key and Consumer Secret you saved in the earlier step from the Salesforce WeGive App
• Enter the Salesforce User Name and Password for the System Administrator integration User you dedicate to the WeGive Integration.
• Click Test Connection to make sure the connection is successful.
• Finally before you Begin the Sync from Salefsorce please review the data mapping documentation and complete your field mapping before doing a full sync.

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Next Steps

• Configure data field mapping - Admin access is required to complete this step