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DMS/CRM Integration

  • Salesforce - App Installation

    Installing the App - Go to the iWave PROscore App page on the AppExchange by clicking on this link. Cl...

    Feb 14, 2019 10:56AM AST
  • Salesforce Upgrade Documentation

    Here you will find the documentation and the changes that need to be made to your Salesforce configuration in ...

    Jan 24, 2019 09:36AM AST
  • Creating Mapping for Raisers Edge

    Please find the documents for creating and importing into Raiser's Edge

    Feb 14, 2019 12:21PM AST
  • Error getting score in Salesforce

    If you are receiving the following error, when trying to generate your PROscore from Salesforce please check y...

    Oct 17, 2017 11:40AM ADT
  • Supported Version of Salesforce Encrytion

    The iWave Salesforce app is supported on systems with up to TLS1.2 encryption.

    Feb 01, 2017 09:25AM AST
  • How do I import my Results back into Salesforce?

    Your PROscreen export contains all of the PROscreen output fields and these can be imported into Salesforce di...

    Mar 09, 2017 04:24PM AST
  • Tessitura Integration

    iWave provides wealth screening tools for donor research and prospecting. The iWave Tessitura Interface allows...

    Mar 05, 2019 09:29AM AST
  • iWave User Guide for the Tessitura Plugin

    This guide will give you the instructions on setting up the Tessitura plugin and how to set up the iWave side ...

    Jun 15, 2018 11:27AM ADT
  • Salesforce API Key Generation

    Setting up API keys for each user With the latest version of PROscore for Salesforce each user requires uni...

    Oct 12, 2018 09:25AM ADT
  • NeonCRM Integration

    How the Integration Works Connecting your NeonCRM account to iWave allows you to get iWave Score information ...

    Feb 26, 2019 09:20AM AST

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