Contact
Mapping between WeGive Donors and Salesforce Contacts
Contact
The Contact mapping between WeGive and Salesforce is a fundamental component of the integration, enabling seamless synchronization of individual donor information between the two platforms. This mapping ensures that all aspects of donor contacts, from basic personal details to complex relationship management, are properly tracked and maintained across both systems.
Key Concepts
The integration between WeGive Donors and Salesforce Contacts is designed to provide a comprehensive solution for managing individual donor information. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Donors map to Salesforce Contacts
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Standard object integration
- Relationship management
Managed Package Details
- Standard object name:
Contact - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
- Relationship tracking
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Contact tracking
- Relationship management
- Status monitoring
Dependencies
- Account synchronization
- Transaction tracking
- Campaign management
- Fund allocation
- Soft credit handling
Sync Process Overview
Contact-Level Synchronization
WeGive syncs individual donors at the Contact level in Salesforce, ensuring that all related information and relationships are properly maintained. This includes not only the basic contact information but also the complex web of relationships between contacts, accounts, and other related records. The integration handles both individual contacts and household members, with special consideration for the different types of relationships that may exist.
Pulling Data from Salesforce
When pulling data from Salesforce, WeGive queries Contacts based on the last modified date and any specific filtering criteria. The integration pulls comprehensive data from the Contact 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 members, 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 Contact object. This payload includes all mapped fields and ensures that the Contact record is properly created or updated in Salesforce. The integration also handles the creation and maintenance of relationships between contacts and other related records, such as accounts and opportunities.
Field Mappings
The field mappings between WeGive Donors and Salesforce Contacts are designed to ensure comprehensive data synchronization. These mappings cover all essential contact information, from basic details to complex relationship data.
Standard Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
FirstName | first_name | Both | No | Yes | Contact’s first name |
LastName | last_name | Both | No | Yes | Contact’s last name |
Email | email | Both | No | Yes | Primary email address |
Phone | phone | Both | No | Yes | Primary phone number |
MailingStreet | address.street | Both | No | Yes | Mailing street address |
MailingCity | address.city | Both | No | Yes | Mailing city |
MailingState | address.state | Both | No | Yes | Mailing state |
MailingPostalCode | address.postal_code | Both | No | Yes | Mailing postal code |
MailingCountry | address.country | Both | No | Yes | Mailing country |
Title | title | Both | No | Yes | Contact’s title |
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 Contact 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
- Contact 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 Contact 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 Contacts across both platforms:
New Contact Creation
- Create contact in WeGive
- Sync to Salesforce
- Configure settings
- Set up relationships
- Monitor sync status
Contact Updates
- Modify contact details
- Update relationships
- Change settings
- Adjust permissions
- Sync changes
Relationship Management
- Add to households
- Update relationships
- Modify permissions
- Track changes
- Monitor sync status
The Contact integration provides a robust solution for managing individual donors across both WeGive and Salesforce, ensuring that all contact-related data is properly synchronized and maintained.