Salesforce Integration Details

When a user starts a donation sync from the Salesforce integration page, the process unfolds as follows:

Identify and handle donor information

Initial step when syncing a donation is to locate or create the <contact> record in Salesforce that corresponds to the donor record in BetterUnite.

If the donor is already sync'ed with Salesforce previously, then the Salesforce contact id that's stored on the donor record is retrieved.  

• If the donor was not sync'ed previously or the donor id could not be retrieved any longer from Salesforce, then the system tries to match to an existing contact in Salesforce.
  • Integration looks up the contact by email address.
    • If a single match is found, it will map to this contact
    • If multiple matches are found, it will suggest the list of matching contacts and allow the user to pick one or indicate that they want to create a new one instead
    • If no matches were found, then it will create a new contact record in Salesforce
      • First Name, Last Name, and Email (Primary Email) fields will be mapped to Salesforce <contact> FirstName, LastName and Email fields, 
• If Salesforce contact record was retrieved, the donation will be mapped to this contact record in Salesforce

Create donation for the contact above

After the contact record is obtained or created, a Salesforce "donation" record can be established. The Salesforce nonprofit add-on transforms the standard <opportunity> entity into a donation entity. Consequently, BetterUnite will align with the "opportunity" entity in Salesforce (which will appear as a donation in Salesforce). Salesforce categorizes donations as "closed won" opportunities, so the integration stage will automatically default to this status.

Below opportunity fields are updated during donation creation:

• Name: [Contact Name] Donation [Donation Date]
• Description: 
  • If donation has line items, they will be summarized into text as such: [item name] (quantity)
  • If donation has a note, the note will also be appended to the description
• StageName: "Closed Won"
• Amount: Based on integration settings, can be intended amount, gross, net or paid amount to organization
• CloseDate: Donation Date
• CampaignId: Salesforce campaign id set on the mapping page
• AccountId: If the matched contact has an account association, it will be used here to associate the opportunity with the account

Once the donation "opportunity" record is established in Salesforce, the integration will update the primary contact on the opportunity to the specified contact. This linkage is accomplished by creating an <OpportunityContactRole> entity in Salesforce.

If the integration settings are configured to itemize donations, the donation integration steps will be repeated for each donation component, including each gift line item, fees, and miscellaneous donation amounts, which will be integrated as separate donations.

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