Connecting Golden to Salesforce

Golden's integration with Salesforce has fantastic benefits, including automatically passing every volunteer from Golden and all of their signups, attendance, and hours contributed into Salesforce. Golden for Salesforce recruits new and reengages existing volunteers, automatically handles shifts, attendance, hour tracking, reporting to schools and employers, and captures signups from your website. Volunteers can also run instant background checks.

Setting up the integration is straightforward:

1. Make sure you have a Salesforce account.
2. On the Salesforce AppExchange, download the Golden app.
3. Ensure you're on a plan that supports integrations. You can check your current plan in Settings > Plans. Note that integrations are not available on Free or Basic plans.
4. If your organization has "Chapters" in Golden, please contact support@goldenvolunteer.com to get set up correctly with Salesforce.
5. Once you have the appropriate plan, navigate to Settings > Integrations in your Golden account.
6. Select whether you want to connect to a Salesforce Sandbox or regular production Salesforce.
7. Sign in to your Salesforce account when prompted.

The integration will connect automatically. Golden will sync your existing volunteers to Salesforce contacts and add all their volunteer hours. You can also configure custom mapping and de-duplication settings once integrated.

Important: The Salesforce user who authorizes this integration must be assigned to the "Golden Integration User" permission set in Salesforce for the integration to work properly.