Documentation
Everything you need to install, configure, and get the most out of CRMGift in your Salesforce org.
Getting Started
Installation Guide
Install CRMGift from AppExchange and configure it in your Salesforce org in under 15 minutes.
Quick Start
Send your first gift in 30 seconds. A step-by-step walkthrough of the Gift Sender component.
Connecting Payment
Add your payment method via the secure Stripe-powered form. CRMGift never stores your card data.
Core Features
Gift Sender Component
The hero UX — browsing the catalog, personalizing cards, and sending gifts from any record page.
Flow Builder Automation
Use invocable actions (SendGift, CheckBudget, GetRecommendation) in your Salesforce Flows.
Budget Management
Configure per-user and per-team spending limits with automatic enforcement.
Reference
API Reference
Technical reference for the CRMGift middleware API endpoints and webhook events.
Custom Objects
Schema reference for CRMGift_Gift__c, Campaign__c, Template__c, Budget__c, and Setting__c.
FAQ
Answers to common questions about installation, security, pricing, and Salesforce edition compatibility.