Salesforce Golden Volunteer Management and Tracking

Installation Instructions

1. Install the Salesforce application from AppExchange

Find the Golden Volunteer application in the Salesforce AppExchange and install it in your Salesforce organization.

2. Assign the integration user to the Golden Integration User permission set

You will need to decide which Salesforce user will be used to authorize the integration with Golden. Assign that user to the Golden Integration User permission set. This will ensure that the user which controls the integration will have sufficient permission to add the records that the Golden application uses to your organization.

3. (Optional) Assign Golden application users to the Golden User permission set

For your convenience there is a Golden User permission set which provides all the permissions necessary for users of the Golden Volunteer application. You can assign any users that need access to data from Golden to that permission set.

4. (Optional) Change application settings as needed

The Settings tab in the Golden application allows you to customize how the integration with Golden behaves. Update these settings as desired.

5. Connect your Golden organization to Salesforce

Log into your organization in the Golden dashboard. Go to settings and select the integrations tab. (You must be subscribed to a professional plan to use integrations.) Click the Integrate button next to Salesforce in the integrations tab. Salesforce will ask you to authenticate and allow Golden access to your Salesforce organization. Sign in with the user you assigned to the Golden Integration User permission set in step 2. Once you authenticate and give Golden permissions, Golden will update the Salesforce application with existing volunteer registrations. All future registrations will be automatically added to your Salesforce organization.