# Salesforce, meet your AI teammate

Connect Salesforce to WIZE and stop starting from a blank page. Your donors, your giving history and your campaigns come across into a private workspace, and nothing in them is ever used to train an AI model.

- Included on every plan
- Nothing changes without you
- Never used for AI training

WIZE reads from your file. Nothing changes without your approval.

## Why teams connect Salesforce to WIZE

Most nonprofits got Salesforce free and landed in one of two places. Either nobody set it up, so it is messy and genuinely hard to find anything without an admin, or somebody customised it heavily and now the same information lives across several objects and screens. Either way, getting a straight answer about a donor is painful. WIZE reads across it and gives you the comprehensive view the org itself makes hard to assemble.

## What comes across from Salesforce

- Contacts
- Opportunities
- Donations

## What you can do once it is connected

### Reach every donor like you had time for each one

Consistent, personal communication at a scale you could not do by hand. Each appeal is shaped by that donor's own giving history rather than a template with the name swapped in.

### Walk into a meeting knowing everything

"What should I know before I see this donor?" WIZE pulls their complete contact history, giving records and open asks out of Salesforce.

### Ask the question that used to take a week

"Which high-capacity donors are unassigned and care about food security?" That is an afternoon of list-pulling, or a request to somebody who has a week-long queue. WIZE reasons through it against your live Salesforce data.

### Stop pasting donor data into a chat window

No exports, no copy and paste into a tool that may be training on what you give it. Your file stays in a closed environment WIZE is contractually barred from training on.

## How to connect Salesforce

1. Start your free WIZE trial and open Settings, then Integrations.
2. Click Connect Salesforce and sign in with your Salesforce account.
3. Approve read access. No keys to copy.

## Other CRM & Fundraising integrations

- [Blackbaud Raiser's Edge NXT](/integrations/blackbaud-raisers-edge-nxt/) — Decades of RE NXT history, finally easy to ask questions of
- [Bloomerang](/integrations/bloomerang/) — Retention work, built on each donor's real giving history
- [DonorPerfect](/integrations/donorperfect/) — One file behind your appeals, thank-yous and board reports
- [Little Green Light](/integrations/little-green-light/) — A one-person shop that works like a bigger team
- [Virtuous](/integrations/virtuous/) — Responsive fundraising that keeps up with you
- [Givebutter](/integrations/givebutter/) — Follow up the week the campaign ends, not the month after

## Get started with WIZE and Salesforce

Seven-day free trial. No credit card. Connect Salesforce in a couple of minutes.

[Start free trial](/get-started/) · [See all integrations](/integrations/)