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 Data Mapping guide, we cover all aspects of Donorbox-to-Salesforce field mapping. We designed our Salesforce integration to handle auto-mapping of the essential fields and give you the ability to configure your custom and optional fields “as per your needs”.
With that in mind, our field mapping can be divided into 3 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
One thing before we begin with the field mapping—Donorbox pushes a new campaign to Salesforce only when a donation arrives. So if you have created a campaign on Donorbox and are wondering why it’s not showing up in your Salesforce account just yet, that’s the reason.
Donorbox uses these 4 Salesforce objects in our 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 account.
We first check if that particular campaign is present in Salesforce. If it’s not present, 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. In the case they have, 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 on your campaign details page on Salesforce. In the backdrop, we also 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 your 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 organization. By default, every Salesforce Org has one currency.
If your Donorbox campaign uses the same currency, there is no need for multiple currencies in Salesforce. If this is not the case, then you would need to enable multiple currencies in your org. Here is an article to help you set it up in your Salesforce.
In Salesforce NPSP, there are 2 standard record types: “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.
To learn more about how we manage accounts and contacts and avoid duplicates, check out our integration blog post.
All the contact information collected from your 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—if so, we use that instead.
Donorbox uses the following Salesforce contact fields:
- Account Name
- Preferred Email
- Preferred Phone
- Mailing Address
When a new donation arrives, this is what a Donorbox-created contact looks like in Salesforce:
Donorbox donations go into the Opportunity object in Salesforce.
An 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, this 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 donation 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||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|
|Donor Type||If the donating company is present then it says "company" otherwise it outputs "individual"|
|Is Donor Company||If donor is a company then this boolean field is true otherwise it is false|
|Is Donor Individual||If donor is an individual then this boolean field is true otherwise it is false.
Note: This field is similar to the "Is Donor Company" field. It is advisable to use one of these two fields based on how you would like to map it to Salesforce
|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. So whenever you add a new field in any of these 3 objects in your Salesforce org, we update our dropdowns 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. Along with the standard fields, Donorbox gives you the capability to map 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 post. In the case, the actual data mapping experience is similar to what we saw previously for standard field mapping.
If you still have any questions, please feel free to reach out to us at .gro.1574254638xobro1574254638nod@t1574254638roppu1574254638s1574254638