How to Connect Salesforce to iWave

Updated on:

April 6, 2026

By:

Madhav Bhandari

Interact with this demo to learn how to connect your Salesforce account with iWave.

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Here’s a step-by-step guide on how to connect Salesforce to iWave:

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Open Salesforce AppExchange and find iWave for Salesforce.
Look for and select the Try It Free button.
Click Try in Sandbox to continue.
Fill in your details and press Continue to Installation.
Get ready for the installation process.
Choose the Use Custom Domain option.
Type your Salesforce domain and select Continue.
Specify who gets access and click Install.
Allow Third Party Access and select Continue.‍
Locate your app in Settings > Advanced Setup > Installed Packages.

📌 Why this matters

This integration transforms your donor research workflow by bringing iWave's wealth screening and prospect intelligence directly into your existing Salesforce records. Instead of toggling between platforms to research donors, you can view giving capacity, philanthropic interests, and relationship connections right alongside contact details and donation history.

The real advantage emerges when your entire fundraising team can access enriched prospect data without leaving their familiar Salesforce environment, making research insights actionable during everyday donor management tasks rather than siloed in a separate research tool.

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