By request, our team at Donorbox can enable the Salesforce integration feature to create gift transactions, gift commitments, and gift commitment schedules. These objects are designed by Salesforce Nonprofit Cloud to streamline one time and recurring donations. Donorbox now supports these objects!
Please note: Event and Ticketing data will only flow into Salesforce NPC as Opportunity objects.
General Flow
The integration will continue setting the Person account, opportunity, and campaign objects similar to how the current Salesforce NPC sync functions. The difference will come when we are to log a one-time donation, a new recurring donation, or a recurrence of an existing recurring donation. For one-time donations, the integration will simply create a gift transaction. For a new recurring donation, the integration will first create a gift commitment then, create a gift commitment schedule, and then link it to the gift transaction record.
Please note, that Opportunity objects will continue to be created along with the gift objects (transactions, commitments, and commitment schedules). In Salesforce NPC, Gift Transactions are completely separate from Opportunities. Opportunities are now considered a “promise to pay” or a pledge in NPC. They do not have any relationship between them.
Below is a data dictionary of the objects and the fields inside those objects that we will support in our NPC integration and their Donorbox equivalent fields
Gift Transactions
One-time donations will create gift transactions in Salesforce NPC.
- Name (Uses the same naming convention as the opportunity name)
- Gift Type (Defaults to “Individual“)
- Donor (Contains the account id)
- Gift Commitment Schedule (For recurring donations only)
- Campaign (SF campaign id)
- Transaction Due Date (Current recurrence donation date)
- Status (Will default to "Paid")
- Original Amount (Donation Amount)
- Payment Method (Donorbox payment method)
Gift Commitments
Donorbox equivalent: corresponds to recurring plans in Donorbox. This represents a supporter’s commitment to a recurring donation.
Please note: This object needs to be created before the gift commitment schedule as we will need to provide the ID of this in the gift commitment schedule. The following fields would need to be setup while creating a new gift commitment record:
- Donor (looks up the SF Person Account ID)
- Name (Naming convention: "DonorName - Donorbox Donation RecurrencePeriod FirstDonationDate" )
- Status (Active) - Other statuses include Closed, Lapsed, Failing, Paused and Draft
- Campaign (looks up the SF campaign, we will enter the campaign ID)
- Schedule Type (will always be recurring which is the default value)
- Effective Start Date (recurring donation start date)
Gift Commitment Schedule
Donorbox equivalent: recurring plans (specifically the interval part of the recurring plans)
Represents the intervals at which the recurring donations will be made. We first create a gift commitment record and then link it to the gift commitment schedule.
- Gift Commitment (ID of the gift commitment that we just created)
- Start Date
- Gift Transaction Period (Recurrence period)
- Gift Transaction Interval (Example: Quarterly, will set a monthly period with an interval of 3 months)
- Transaction Day
- Payment Method
- Type (The default value will always be “Create Transactions“ )
- Transaction Amount
- Campaign