Account
Mapping between WeGive Donors and Salesforce Accounts
Account
The Account mapping between WeGive and Salesforce is a critical component of the integration, enabling seamless synchronization of donor organization and household information between the two platforms. This mapping ensures that all aspects of donor accounts, from basic contact details to complex relationship management, are properly tracked and maintained across both systems.
Key Concepts
The integration between WeGive Donors and Salesforce Accounts is designed to provide a comprehensive solution for managing donor organizations and households. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Donors map to Salesforce Accounts
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Standard object integration
- Relationship management
Managed Package Details
- Standard object name:
Account - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
- Relationship tracking
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Account tracking
- Relationship management
- Status monitoring
Dependencies
- Contact synchronization
- Transaction tracking
- Campaign management
- Fund allocation
- Soft credit handling
Sync Process Overview
Account-Level Synchronization
WeGive syncs donor organizations and households at the Account level in Salesforce, ensuring that all related information and relationships are properly maintained. This includes not only the basic account information but also the complex web of relationships between accounts, contacts, and other related records. The integration handles both individual accounts and household accounts, with special consideration for the different types of relationships that may exist.
Pulling Data from Salesforce
When pulling data from Salesforce, WeGive queries Accounts based on the last modified date and any specific filtering criteria. The integration pulls comprehensive data from the Account record, including all standard and custom fields that have been mapped. This data is used to create or update the corresponding WeGive Donor record, maintaining all the necessary relationships and attributes.
The import process includes special handling for household accounts, where multiple contacts may be associated with a single account. WeGive ensures that these relationships are properly maintained and that all relevant information is synchronized between the systems.
Pushing Data to Salesforce
When a Donor record is created or updated in WeGive, the integration compiles a payload for the Salesforce Account object. This payload includes all mapped fields and ensures that the Account record is properly created or updated in Salesforce. The integration also handles the creation and maintenance of relationships between accounts and other related records, such as contacts and opportunities.
Field Mappings
The field mappings between WeGive Donors and Salesforce Accounts are designed to ensure comprehensive data synchronization. These mappings cover all essential account information, from basic details to complex relationship data.
Standard Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
Name | name | Both | No | Yes | Account name |
Type | type | Both | No | Yes | Account type |
BillingStreet | address.street | Both | No | Yes | Billing street address |
BillingCity | address.city | Both | No | Yes | Billing city |
BillingState | address.state | Both | No | Yes | Billing state |
BillingPostalCode | address.postal_code | Both | No | Yes | Billing postal code |
BillingCountry | address.country | Both | No | Yes | Billing country |
Phone | phone | Both | No | Yes | Primary phone number |
Website | website | Both | No | Yes | Organization website |
Description | description | Both | No | Yes | Account description |
Custom Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
WeGive_Id__c | id | Both | No | Yes | WeGive donor ID |
WeGive_Type__c | type | Both | No | Yes | Donor type in WeGive |
WeGive_Status__c | status | Both | No | Yes | Donor status in WeGive |
WeGive_Created_Date__c | created_at | Both | No | Yes | Creation date in WeGive |
WeGive_Modified_Date__c | modified_at | Both | No | Yes | Last modified date in WeGive |
Important Notes
Understanding these important aspects of the Account integration is crucial for successful implementation and ongoing management.
Package Requirements
- WeGive Managed Package must be installed
- Standard objects must be configured
- Field-level security must be set
- User permissions must be configured
- Relationship tracking must be enabled
Sync Behavior
- Real-time synchronization
- Bi-directional updates
- Account tracking
- Relationship management
- Status monitoring
Field Considerations
- Required fields must be mapped
- Custom fields can be added
- Field types must match
- Validation rules apply
- Default values supported
Best Practices
Following these best practices will help ensure a smooth and successful Account integration:
Data Management
- Regular data validation
- Monitor sync status
- Check for duplicates
- Verify field mappings
- Review error logs
Integration Configuration
- Test in sandbox first
- Verify permissions
- Check field security
- Monitor performance
- Regular maintenance
Troubleshooting
- Check sync logs
- Verify connections
- Review error messages
- Test field mappings
- Contact support if needed
Common Scenarios
Understanding these common scenarios will help you effectively manage Accounts across both platforms:
New Account Creation
- Create account in WeGive
- Sync to Salesforce
- Configure settings
- Set up relationships
- Monitor sync status
Account Updates
- Modify account details
- Update relationships
- Change settings
- Adjust permissions
- Sync changes
Relationship Management
- Add new contacts
- Update relationships
- Modify permissions
- Track changes
- Monitor sync status
The Account integration provides a robust solution for managing donor organizations and households across both WeGive and Salesforce, ensuring that all account-related data is properly synchronized and maintained.