Campaign Member
Mapping between WeGive Campaign Donors and Salesforce Campaign Members
Campaign Member
The Campaign Member mapping between WeGive and Salesforce is a vital component of the integration, enabling seamless synchronization of campaign donor relationships between the two platforms. This mapping ensures that all aspects of campaign membership, from basic donor information to complex campaign relationships, are properly tracked and maintained across both systems.
Key Concepts
The integration between WeGive Campaign Donors and Salesforce Campaign Members is designed to provide a comprehensive solution for managing campaign donor relationships. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Campaign Donors map to Salesforce Campaign Members
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Standard object integration
- Relationship management
Managed Package Details
- Standard object name:
CampaignMember - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
- Relationship tracking
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Member tracking
- Relationship management
- Status monitoring
Dependencies
- Campaign synchronization
- Contact synchronization
- Transaction tracking
- Fund allocation
- Soft credit handling
Sync Process Overview
Campaign Member-Level Synchronization
WeGive syncs campaign donor relationships at the Campaign Member level in Salesforce, ensuring that all related information and relationships are properly maintained. This includes not only the basic member information but also the complex web of relationships between campaign members, campaigns, and contacts. The integration handles both individual members and organizational members, with special consideration for the different types of campaign relationships that may exist.
Pulling Data from Salesforce
When pulling data from Salesforce, WeGive queries Campaign Members based on the last modified date and any specific filtering criteria. The integration pulls comprehensive data from the Campaign Member record, including all standard and custom fields that have been mapped. This data is used to create or update the corresponding WeGive Campaign Donor 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 Donor record is created or updated in WeGive, the integration compiles a payload for the Salesforce Campaign Member object. This payload includes all mapped fields and ensures that the Campaign Member record is properly created or updated in Salesforce. The integration also handles the creation and maintenance of relationships between campaign members and other related records, such as campaigns and contacts.
Field Mappings
The field mappings between WeGive Campaign Donors and Salesforce Campaign Members are designed to ensure comprehensive data synchronization. These mappings cover all essential member information, from basic details to complex relationship data.
Standard Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
CampaignId | campaign.salesforce_id | Both | No | Yes | Associated campaign |
ContactId | donor.salesforce_id | Both | No | Yes | Associated contact |
Status | status | Both | No | Yes | Member status |
FirstRespondedDate | first_responded_date | Both | No | Yes | First response date |
HasResponded | has_responded | Both | No | Yes | Response status |
IsDeleted | is_deleted | Both | No | Yes | Deletion status |
LeadId | lead.salesforce_id | Both | No | Yes | Associated lead |
Type | type | Both | No | Yes | Member type |
Custom Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
WeGive_Id__c | id | Both | No | Yes | WeGive campaign donor ID |
WeGive_Type__c | type | Both | No | Yes | Member type in WeGive |
WeGive_Status__c | status | Both | No | Yes | Member 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 Member 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
- Member 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 Campaign Member 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 Campaign Members across both platforms:
New Member Creation
- Create campaign donor in WeGive
- Sync to Salesforce
- Configure settings
- Set up relationships
- Monitor sync status
Member Updates
- Modify member details
- Update relationships
- Change settings
- Adjust permissions
- Sync changes
Relationship Management
- Add to campaigns
- Update relationships
- Modify permissions
- Track changes
- Monitor sync status
The Campaign Member integration provides a robust solution for managing campaign donor relationships across both WeGive and Salesforce, ensuring that all member-related data is properly synchronized and maintained.