Soft Credits
Mapping between WeGive Soft Credits and Salesforce Soft Credits
Soft Credits
The Soft Credits mapping between WeGive and Salesforce is a vital component of the integration, enabling seamless tracking of indirect contributions and attribution between the two platforms. This mapping ensures that soft credit details, attribution relationships, and contribution tracking are properly synchronized, providing a comprehensive view of your donor influence and contribution attribution strategy.
Key Concepts
The integration between WeGive Soft Credits and Salesforce Soft Credits is designed to provide a robust attribution tracking solution. Understanding these key concepts is essential for effective implementation and usage.
Object Mapping
- WeGive Soft Credits map to Salesforce Soft Credits
- Requires WeGive Managed Package installation
- Bi-directional sync capabilities
- Standard object integration
Managed Package Details
- Standard object name:
OpportunityContactRole - Package source: WeGive Managed Package
- Installation required for functionality
- Custom fields included
Sync Behavior
- Bi-directional synchronization
- Real-time updates
- Credit creation and modification
- Attribution tracking
- Relationship management
Dependencies
- Contact synchronization
- Opportunity tracking
- Campaign management
- Relationship handling
Field Mappings
The field mappings between WeGive and Salesforce soft credit objects are designed to ensure comprehensive data synchronization. These mappings cover all essential soft credit information, from basic details to complex attribution relationships.
Standard Field Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
contact_id | contact_id | Both | No | Yes | Credited contact |
opportunity_id | opportunity_id | Both | No | Yes | Related opportunity |
role | role | Both | No | Yes | Credit role |
is_primary | is_primary | Both | No | Yes | Primary attribution |
amount | amount | Both | No | Yes | Credit amount |
influence | influence | Both | No | Yes | Influence percentage |
type | type | Both | No | Yes | Credit type |
campaign_id | campaign_id | Both | No | Yes | Associated campaign |
created_date | created_date | Both | No | Yes | Creation timestamp |
modified_date | modified_date | Both | No | Yes | Last modified date |
Relationship Mappings
| Salesforce Field | WeGive Field | Direction | Create Only | Default Mapping | Notes |
|---|---|---|---|---|---|
related_contact_id | related_contact_id | Both | No | Yes | Related contact |
relationship_type | relationship_type | Both | No | Yes | Relationship type |
influence_level | influence_level | Both | No | Yes | Influence level |
attribution_source | attribution_source | Both | No | Yes | Source of attribution |
notes | notes | Both | No | Yes | Attribution notes |
Important Notes
Understanding these important aspects of the Soft Credits 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
- Attribution tracking
- Relationship management
- Credit 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 soft credits 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 soft credits across both platforms:
New Credit Creation
- Create credit in WeGive
- Sync to Salesforce
- Configure attribution
- Set up relationships
- Monitor sync status
Credit Updates
- Update attribution
- Modify relationships
- Change amounts
- Adjust influence
- Sync changes
Relationship Management
- Track relationships
- Update attributions
- Monitor influence
- Verify connections
- Maintain history
The Soft Credits integration provides a robust solution for managing contribution attribution across both WeGive and Salesforce, ensuring that all soft credit-related data is properly synchronized and maintained.