Fundraiser
Mapping between WeGive Campaign Fundraisers and Salesforce Campaign Fundraisers
Fundraiser
The Fundraiser mapping between WeGive and Salesforce is a critical component of the integration, enabling seamless synchronization of peer-to-peer fundraising campaigns between the two platforms. This mapping ensures that fundraiser details, participant information, and campaign progress are properly tracked and managed across both systems, providing a comprehensive view of your peer-to-peer fundraising efforts.
Key Concepts
The integration between WeGive Campaign Fundraisers and Salesforce Campaign Fundraisers is designed to provide a robust peer-to-peer fundraising solution. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Campaign Fundraisers map to Salesforce Campaign Fundraisers
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Custom object integration
Managed Package Details
- Custom object name:
wegive__Fundraiser__c - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Fundraiser creation and modification
- Participant tracking
- Goal progress monitoring
Dependencies
- Campaign synchronization
- Contact/Account sync
- Transaction tracking
- Goal management
Field Mappings
The field mappings between WeGive and Salesforce fundraisers are designed to ensure comprehensive data synchronization. These mappings cover all essential fundraiser information, from basic details to advanced configuration options.
Standard Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
name | name | Both | No | Yes | Fundraiser name |
description | description | Both | No | Yes | Fundraiser description |
start_date | start_date | Both | No | Yes | Campaign start date |
end_date | end_date | Both | No | Yes | Campaign end date |
goal_amount | goal_amount | Both | No | Yes | Fundraising goal |
status | status | Both | No | Yes | Campaign status |
type | type | Both | No | Yes | Campaign type |
campaign_id | campaign_id | Both | No | Yes | Associated campaign |
is_public | is_public | Both | No | Yes | Public visibility |
allow_team_creation | allow_team_creation | Both | No | Yes | Team creation setting |
Participant Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
contact_id | contact_id | Both | No | Yes | Participant contact |
fundraiser_id | fundraiser_id | Both | No | Yes | Associated fundraiser |
join_date | join_date | Both | No | Yes | Participation date |
status | status | Both | No | Yes | Participant status |
team_id | team_id | Both | No | Yes | Team membership |
personal_goal | personal_goal | Both | No | Yes | Individual goal |
amount_raised | amount_raised | Both | No | Yes | Funds raised |
Important Notes
Understanding these important aspects of the Fundraiser 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
- Participant tracking
- Goal progress monitoring
- Team management
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 fundraiser 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 fundraisers across both platforms:
New Fundraiser Creation
- Create fundraiser in WeGive
- Sync to Salesforce
- Configure goals
- Set up teams
- Monitor sync status
Participant Management
- Process registrations
- Track progress
- Update goals
- Manage teams
- Handle updates
Campaign Updates
- Modify fundraiser details
- Update goals
- Change dates
- Adjust settings
- Sync changes
The Fundraiser integration provides a robust solution for managing peer-to-peer fundraising campaigns across both WeGive and Salesforce, ensuring that all fundraiser-related data is properly synchronized and maintained.