Salesforce Data Mapping Guide
Donorbox provides an extensive integration with Salesforce CRM. In order to fully utilize the features of this integration, it is important to understand how your Donorbox form fields are mapped to your Salesforce account when you enable this integration
STANDARD SYSTEM MAPPED FIELDS
Donorbox pushes a new campaign to Salesforce only when a donation arrives
DONORBOX USES THESE 4 SALESFORCE OBJECTS IN OUR INTEGRATION CAMPAIGNS
ACCOUNTS
CONTACTS
OPPORTUNITY
MAKE EARTH GREEN AGAIN
CAMPAIGN We use the following fields in the Salesforce campaign object:
Campaign Name Type Status Active Campaign Currency Start Date
The above fields are the ones that are visible to you on your campaign details page on Salesforce. In the backdrop, we also use other standard Salesforce fields like ID
ACCOUNTS When a new account is created in Salesforce for a contact through the Donorbox sync, the “Household Account” record type is selected. Most of the account management in Salesforce is done based on the contact information
In Salesforce NPSP, there are 2 standard record types Organization Household Account
CONTACTS Donorbox uses the following Salesforce contact fields:
Name Account Name Preferred Email Email Preferred Phone Phone Mailing Address
OPPORTUNITY Our default donation push uses the following Salesforce opportunity record fields:
Opportunity Name Account Name Primary Contact Primary Campaign Source Amount Close Date Stage Description
STANDARD FIELDS THAT ARE OPTIONAL AND HAVE TO BE CONFIGURED BY THE USER The following table explains what value is contained in each of the fields that you see on the Salesforce Data Mapping page in Donorbox
CUSTOM (CAMPAIGNSPECIFIC) FIELDS WHICH CAN BE CONFIGURED BY THE USER
DONORBOX Powerful form builder that allows you to add custom questions to your campaign form. Along with the standard fields, Donorbox gives you the capability to map these additional questions to your Salesforce fields The details of how you can map these campaign-specific additional questions to Salesforce can be found in our integration blog post. In the case, the actual data mapping experience is similar to what we saw previously for standard field mapping
READ THE ENTIRE POST AT
https://donorbox.org/nonprofit-blog/salesforce-dat a-mapping-guide/