Communication Lists & Preferences
Mapping between WeGive Communication Lists and Preferences to Salesforce custom objects
Communication Lists & Preferences
The Communication Lists & Preferences mapping between WeGive and Salesforce is a vital component of the integration, enabling seamless management of donor communication preferences and subscription lists across both platforms. This mapping ensures that donor communication preferences, subscription statuses, and list memberships are properly tracked and synchronized, providing a comprehensive view of your donor communication strategy.
Key Concepts
The integration between WeGive Communication Lists and Salesforce Communication Preferences is designed to provide a robust donor communication management solution. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Communication Lists map to Salesforce Communication Lists
- WeGive Communication Preferences map to Salesforce Communication Preferences
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Custom object integration
Managed Package Details
- Custom object names:
wegive__Communication_List__cwegive__Communication_Preference__c
- Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- List creation and modification
- Preference tracking
- Subscription management
Dependencies
- Contact synchronization
- List management
- Preference tracking
- Double opt-in handling
Field Mappings
The field mappings between WeGive and Salesforce communication objects are designed to ensure comprehensive data synchronization. These mappings cover all essential communication information, from basic list details to complex preference settings.
Communication List Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
name | name | Both | No | Yes | List name |
description | description | Both | No | Yes | List description |
type | type | Both | No | Yes | List type |
status | status | Both | No | Yes | List status |
double_opt_in | double_opt_in | Both | No | Yes | Opt-in requirement |
created_date | created_date | Both | No | Yes | Creation timestamp |
modified_date | modified_date | Both | No | Yes | Last modified date |
owner_id | owner_id | Both | No | Yes | List owner |
Communication Preference Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
contact_id | contact_id | Both | No | Yes | Contact reference |
list_id | list_id | Both | No | Yes | List reference |
status | status | Both | No | Yes | Subscription status |
opt_in_date | opt_in_date | Both | No | Yes | Opt-in timestamp |
opt_out_date | opt_out_date | Both | No | Yes | Opt-out timestamp |
source | source | Both | No | Yes | Subscription source |
preference_type | preference_type | Both | No | Yes | Type of preference |
Important Notes
Understanding these important aspects of the Communication Lists & Preferences integration is crucial for successful implementation and ongoing management.
Package Requirements
- WeGive Managed Package must be installed
- Custom objects must be deployed
- Field-level security must be configured
- User permissions must be set
Sync Behavior
- Real-time synchronization
- Bi-directional updates
- List management
- Preference tracking
- Subscription handling
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 communication 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 communications across both platforms:
New List Creation
- Create list in WeGive
- Sync to Salesforce
- Configure settings
- Set up preferences
- Monitor sync status
Subscription Management
- Process subscriptions
- Track preferences
- Update statuses
- Handle opt-outs
- Manage lists
List Updates
- Modify list details
- Update preferences
- Change settings
- Adjust permissions
- Sync changes
The Communication Lists & Preferences integration provides a robust solution for managing donor communications across both WeGive and Salesforce, ensuring that all communication-related data is properly synchronized and maintained.