Pledge
Mapping between WeGive Pledges and Salesforce custom Pledge objects
Pledge
The Pledge mapping between WeGive and Salesforce is a crucial component of the integration, enabling seamless tracking of donor commitments and pledge fulfillment between the two platforms. This mapping ensures that pledge details, payment schedules, and fulfillment status are properly tracked and synchronized, providing a comprehensive view of your donor commitment management strategy.
Key Concepts
The integration between WeGive Pledges and Salesforce Pledge objects is designed to provide a robust commitment tracking solution. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Pledges map to Salesforce custom Pledge objects
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Custom object integration
Managed Package Details
- Custom object name:
wegive__Pledge__c - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Pledge creation and modification
- Payment schedule tracking
- Fulfillment monitoring
Dependencies
- Contact synchronization
- Campaign tracking
- Payment processing
- Schedule management
Field Mappings
The field mappings between WeGive and Salesforce pledge objects are designed to ensure comprehensive data synchronization. These mappings cover all essential pledge information, from basic details to complex payment schedules.
Standard Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
name | name | Both | No | Yes | Pledge name |
description | description | Both | No | Yes | Pledge description |
amount | amount | Both | No | Yes | Total pledge amount |
start_date | start_date | Both | No | Yes | Pledge start date |
end_date | end_date | Both | No | Yes | Pledge end date |
status | status | Both | No | Yes | Pledge status |
type | type | Both | No | Yes | Pledge type |
campaign_id | campaign_id | Both | No | Yes | Associated campaign |
contact_id | contact_id | Both | No | Yes | Pledging contact |
payment_schedule | payment_schedule | Both | No | Yes | Payment schedule |
Payment Schedule Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
due_date | due_date | Both | No | Yes | Payment due date |
amount | amount | Both | No | Yes | Payment amount |
status | status | Both | No | Yes | Payment status |
payment_method | payment_method | Both | No | Yes | Payment method |
transaction_id | transaction_id | Both | No | Yes | Related transaction |
Important Notes
Understanding these important aspects of the Pledge 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
- Schedule tracking
- Payment monitoring
- Status updates
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 pledge 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 pledges across both platforms:
New Pledge Creation
- Create pledge in WeGive
- Sync to Salesforce
- Configure schedule
- Set up payments
- Monitor sync status
Payment Processing
- Process payments
- Update schedule
- Track fulfillment
- Monitor status
- Handle updates
Pledge Updates
- Modify pledge details
- Update schedule
- Change amounts
- Adjust dates
- Sync changes
The Pledge integration provides a robust solution for managing donor commitments across both WeGive and Salesforce, ensuring that all pledge-related data is properly synchronized and maintained.