Exportable data for Salesforce syncs | Voters

Exportable data for Salesforce syncs

complete

Nicole Alter

Button to export data in a CSV file for synced Salesforce donations, similar to existing data "export" button for individual campaigns and all donations within timeframe in Give Lively platform.

April 30, 2020

Jonathan Lin

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complete

We are pleased to announce that exports from the Give Lively admin portal now include Salesforce Opportunity IDs when available!

Jennifer Otremba

It would also be great if the existing export could simply have a column for the Salesforce Opportunity ID if it has been synced, if that's possible!

Michael Sulja

Jennifer Otremba: Agreed!