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WeGive4SF is a second-generation managed package under the wegive namespace. Install it in your Salesforce org before connecting WeGive.

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Prerequisites

  • Your org meets the Setup Requirements
  • NPSP is installed and Enhanced Recurring Donations (RD2) is enabled
  • You are logged in to the target org as a System Administrator
Install in a Salesforce Sandbox connected to your WeGive Test dashboard first. Confirm the integration behaves as expected there, then repeat the installation in Production connected to your WeGive Live dashboard. The Sandbox-First Implementation Guide walks the full sequence.
Sign in to the target org first, then open the link that matches its environment.

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Install steps

1

Open the install link

Confirm the org shown on the install screen is the one you intend to install into.
2

Choose Install for All Users

This grants object visibility to all profiles. Field-level access is still controlled by the WeGive permission sets.
3

Review package components

Under Additional Details, open Package Components to see the objects, fields, tabs, and permission sets the package adds.
4

Approve third-party access

Approve any third-party access prompt if one appears.
5

Install

Click Install. Installation typically takes 5 to 10 minutes. When it completes, WeGive4SF appears under Setup > Installed Packages.

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Post-install configuration

  1. Go to Setup > Permission Sets, open WeGive Admin, and assign it to the integration user.
  2. Confirm the integration user has field-level access to the fields listed under Field-level security.
The package also includes a WeGive Read Only permission set for users who need to view WeGive records without editing them.

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Upgrades

WeGive4SF upgrades in place. Installing a newer version over an existing installation preserves your data, layouts, and configuration. Use the install links above, which always point to the current release.

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Common install errors

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Next step

External Client App and Connection Setup