GAU & Allocation
Mapping between WeGive Funds and Salesforce General Accounting Units (GAUs) and Allocations
GAU & Allocation
The GAU & Allocation mapping between WeGive and Salesforce is a crucial component of the integration, enabling seamless tracking of fund distributions and accounting units between the two platforms. This mapping ensures that fund details, allocation percentages, and financial tracking are properly synchronized, providing a comprehensive view of your fund management and distribution strategy.
Key Concepts
The integration between WeGive Funds and Salesforce GAUs is designed to provide a robust fund management solution. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Funds map to Salesforce GAUs
- WeGive Allocations map to Salesforce Allocations
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Standard object integration
Managed Package Details
- Standard object names:
General_Accounting_Unit__cAllocation__c
- Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Fund creation and modification
- Allocation tracking
- Distribution management
Dependencies
- Transaction synchronization
- Payment processing
- Fund management
- Allocation tracking
Field Mappings
The field mappings between WeGive and Salesforce GAU objects are designed to ensure comprehensive data synchronization. These mappings cover all essential fund and allocation information, from basic details to complex distribution rules.
GAU Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
name | name | Both | No | Yes | GAU name |
description | description | Both | No | Yes | GAU description |
type | type | Both | No | Yes | GAU type |
status | status | Both | No | Yes | GAU status |
active | active | Both | No | Yes | Active status |
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 | GAU owner |
Allocation Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
gau_id | gau_id | Both | No | Yes | Related GAU |
opportunity_id | opportunity_id | Both | No | Yes | Related opportunity |
amount | amount | Both | No | Yes | Allocation amount |
percentage | percentage | Both | No | Yes | Allocation percentage |
type | type | Both | No | Yes | Allocation type |
status | status | Both | No | Yes | Allocation status |
created_date | created_date | Both | No | Yes | Creation timestamp |
modified_date | modified_date | Both | No | Yes | Last modified date |
Important Notes
Understanding these important aspects of the GAU & Allocation 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
Sync Behavior
- Real-time synchronization
- Bi-directional updates
- Fund tracking
- Allocation monitoring
- Distribution 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 GAU & Allocation 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 GAUs and Allocations across both platforms:
New GAU Creation
- Create GAU in WeGive
- Sync to Salesforce
- Configure settings
- Set up allocations
- Monitor sync status
Allocation Management
- Process allocations
- Update percentages
- Track distributions
- Monitor status
- Handle updates
Fund Updates
- Modify GAU details
- Update allocations
- Change settings
- Adjust distributions
- Sync changes
The GAU & Allocation integration provides a robust solution for managing funds and distributions across both WeGive and Salesforce, ensuring that all fund-related data is properly synchronized and maintained.