Donorbox provides an extensive integration with Salesforce CRM. In order to fully utilize the features of this integration, it is important to understand how your donorbox form fields are mapped to your Salesforce account when you enable this integration. We briefly touched upon this data mapping in our Salesforce integration guide. In this guide, we will cover all aspects of Donorbox-to-Salesforce field mapping. Our Salesforce integration is designed in a manner where we do auto-mapping of the essential fields and give you the capability to configure your custom and optional fields “as per your needs”. Keeping this in mind, our field mapping can be divided into three sections:
- Standard system mapped fields
- Standard fields that are optional and have to be configured by the user
- Custom (campaign specific) fields which can be configured by the user
Standard System Mapped Fields
Before we begin with the field mapping. We would like to reiterate the fact that Donorbox pushes a new campaign to Salesforce only when a donation arrives so if you have created a campaign on Donorbox and you are wondering why it is not showing up in your Salesforce org just yet, now you know the reason for it.
Donorbox uses the following four Salesforce objects in its integration:
This guide will use the following campaign to help you understand our field mappings:
Make Earth green again
When the first donation to this campaign is made, Donorbox pushes the data to the connected Salesforce org. It first checks if that particular campaign is present in Salesforce or not. If it is not present then a new campaign is created in Salesforce and the donation is pushed after that. If the campaign is found, we still check whether any fields of the campaign have been updated and if they have, then we first update the corresponding Salesforce campaign before pushing the donation.
We use the following fields in the Salesforce campaign object:
- Campaign Name
- Campaign Currency
- Start Date
Note the above fields are the ones that are visible to you in your campaign details page on Salesforce, in the backdrop we do use other standard Salesforce fields like ID. These fields are essential for maintaining the identity and synchronization between Salesforce and Donorbox. When the campaign is pushed to Salesforce, the above fields are populated based on the values that are present in the Donorbox campaign.
The Campaign Currency field in Salesforce is a managed picklist. It contains the Currency ISO codes for the currencies that you have enabled for your Org. By default every Salesforce Org has one currency. If your Donorbox campaign also uses the same currency then there is no need for multiple currencies in Salesforce. If this is not the case then you would have to enable multiple currencies in your org. Here is the link to help you set it up in your Salesforce.
In Salesforce NPSP, there are two standard record types namely “Organization” and “Household Account”. When a new account is created in Salesforce for a contact through the Donorbox sync, the “Household Account” record type is selected. Most of the account management in Salesforce is done based on the contact information. Details about how we manage accounts and contacts and avoid duplicates can be found in our integration blog.
All the contact information that is collected from the Donorbox campaign form is used to create a new contact and the corresponding account for that donor. We also check if a donor already exists in Salesforce with the provided contact information, we use that instead. The following Salesforce contact fields are used by Donorbox:
- Account Name
- Preferred Email
- Preferred Phone
- Mailing Address
Here is how a contact created by Donorbox looks like inside Salesforce when a new donation arrives.
Donorbox donation goes into the Opportunity object inside Salesforce. Opportunity record is created at the end when the campaign, account and contact records needed for this opportunity record have all been created or have been identified. Our default donation push uses the following Salesforce opportunity record fields:
- Opportunity Name
- Account Name
- Primary Contact
- Primary Campaign Source
- Close Date
From all of the above fields, the Stage field can be configured in Donorbox from the Salesforce Data Mapping page. By default the value for the stage field is “Closed Won”. Using all this information from the Donorbox form, the opportunity is created inside Salesforce:
Standard fields that are optional and have to be configured by the user
The following table explains what value is contained in each of the fields that you see on the Salesforce Data Mapping page in Donorbox. All of these fields can be mapped to any of the standard and custom fields that are present in the Account, Contact and Opportunity objects in your Salesforce org.
|Donation Id||Receipt Number of this donation. It can also be found on the donation details page on Donorbox|
|Employer||The employer of the person who is making the donation.
Note: This is different from the field "Donating Company"
|Occupation||Occupation of the person who is working with the Employer|
|Designation||Designation of the person making the donation|
|Anonymous Donor||This is a checkbox field and has to be mapped to the same data type in Salesforce|
|Is Recurring Donation||This is also a checkbox field and can only be mapped to a checkbox field in Salesforce|
|Net Donation Amount||The net amount that you will receive after deducting the processing fees of the payment method that was selected for this donation|
|Thank you comment||The thank you note that the donor writes in the comment field on the donor form|
|Stripe charge Id||The unique Stripe Id that was generated for the transaction carried out to service this donation|
|Join Mailing List||This is a checkbox field that records the donor's preference for subscribing to the mailing list|
|Donation Type||Donation type specifies the payment method used for processing the donation. The donation type can be stripe, ach, paypal or paypal_express. For manually added donations, the donation type can be check, cash, credit_card, external_bank_transfer or cryptocurrency|
|Donation Date||The date on which the donation was made|
|Phone||The contact number that was added on the donation form|
|Donating Company||If the "This donation is on behalf of a company" checkbox is selected. This includes the name of the donating company|
|Dedication Type||This field is populated when the donor checks the dedicate my donation checkbox. This field can have two values "In honor" and "In memory"|
|Honoree Name||The name of the person in whose honor/memory the donation was made|
|Recipient Name||The name of the person to be notified for this dedicated donation|
|Recipient Email||Email address of the recipient. This field is available if the "Notify this person by email" option is selected|
|Recipient Address||Mailing address of the recipient. This field is available if the "Notify this person by postal mail" option is selected|
|Recipient Message||This is an optional message field which is used to notify the recipient|
|Stage||The opportunity stage with which the donation is pushed to your Salesforce org.|
The details for the UTM parameter fields that you see on your Salesforce Data Mapping page in Donorbox can be found here. We also ensure that the fields that you see in the dropdowns on the mapping page are up-to-date hence whenever you add a new field in any of these three objects in your Salesforce org, our dropdowns are updated accordingly too.
Custom (campaign specific) fields which can be configured by the user
Donorbox has a powerful form builder that allows you to add custom questions to your campaign form too. Donorbox gives you the capability of mapping these additional questions to your Salesforce fields. The details of how you can map these campaign specific additional questions to Salesforce can be found in our integration blog. The actual data mapping experience in this case is similar to what we saw previously for standard field mapping in the previous section. If you still have any questions, please feel free to reach out to us at gro.x1563846459obron1563846459od@tr1563846459oppus1563846459