Campaign
Mapping between WeGive Campaigns and Salesforce Campaigns
Campaign
The Campaign mapping between WeGive and Salesforce is a crucial component of the integration, enabling seamless synchronization of fundraising campaign information between the two platforms. This mapping ensures that all aspects of campaigns, from basic campaign details to complex campaign member relationships, are properly tracked and maintained across both systems.
Key Concepts
The integration between WeGive Campaigns and Salesforce Campaigns is designed to provide a comprehensive solution for managing fundraising campaigns. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Campaigns map to Salesforce Campaigns
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Standard object integration
- Campaign member tracking
Managed Package Details
- Standard object name:
Campaign - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
- Campaign member tracking
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Campaign tracking
- Member management
- Status monitoring
Dependencies
- Campaign member synchronization
- Transaction tracking
- Fund allocation
- Soft credit handling
- Donor management
Sync Process Overview
Campaign-Level Synchronization
WeGive syncs fundraising campaigns at the Campaign level in Salesforce, ensuring that all related information and relationships are properly maintained. This includes not only the basic campaign information but also the complex web of relationships between campaigns, campaign members, and other related records. The integration handles both standard campaigns and special campaign types, with special consideration for the different types of campaign member relationships that may exist.
Pulling Data from Salesforce
When pulling data from Salesforce, WeGive queries Campaigns based on the last modified date and any specific filtering criteria. The integration pulls comprehensive data from the Campaign record, including all standard and custom fields that have been mapped. This data is used to create or update the corresponding WeGive Campaign record, maintaining all the necessary relationships and attributes.
The import process includes special handling for campaign members, where multiple members may be associated with a single campaign. WeGive ensures that these relationships are properly maintained and that all relevant information is synchronized between the systems.
Pushing Data to Salesforce
When a Campaign record is created or updated in WeGive, the integration compiles a payload for the Salesforce Campaign object. This payload includes all mapped fields and ensures that the Campaign record is properly created or updated in Salesforce. The integration also handles the creation and maintenance of relationships between campaigns and other related records, such as campaign members and opportunities.
Field Mappings
The field mappings between WeGive Campaigns and Salesforce Campaigns are designed to ensure comprehensive data synchronization. These mappings cover all essential campaign 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 | Campaign name |
Type | type | Both | No | Yes | Campaign type |
Status | status | Both | No | Yes | Campaign status |
StartDate | start_date | Both | No | Yes | Campaign start date |
EndDate | end_date | Both | No | Yes | Campaign end date |
Description | description | Both | No | Yes | Campaign description |
IsActive | is_active | Both | No | Yes | Campaign active status |
ExpectedRevenue | expected_revenue | Both | No | Yes | Expected campaign revenue |
BudgetedCost | budgeted_cost | Both | No | Yes | Campaign budget |
ActualCost | actual_cost | Both | No | Yes | Actual campaign cost |
Custom Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
WeGive_Id__c | id | Both | No | Yes | WeGive campaign ID |
WeGive_Type__c | type | Both | No | Yes | Campaign type in WeGive |
WeGive_Status__c | status | Both | No | Yes | Campaign 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 Campaign 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
- Campaign member tracking must be enabled
Sync Behavior
- Real-time synchronization
- Bi-directional updates
- Campaign tracking
- Member 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 Campaign 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 Campaigns across both platforms:
New Campaign Creation
- Create campaign in WeGive
- Sync to Salesforce
- Configure settings
- Set up relationships
- Monitor sync status
Campaign Updates
- Modify campaign details
- Update relationships
- Change settings
- Adjust permissions
- Sync changes
Campaign Member Management
- Add new members
- Update relationships
- Modify permissions
- Track changes
- Monitor sync status
The Campaign integration provides a robust solution for managing fundraising campaigns across both WeGive and Salesforce, ensuring that all campaign-related data is properly synchronized and maintained.