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Lead

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Key Concepts

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Default Integration Behavior

  • No Default Integration: WeGive does not sync Marketing Contacts to Leads in Salesforce by default
  • Contact-Focused: All related objects (including Campaign Members) are linked to Contact IDs
  • Configurable: While not default, integration with Leads is theoretically possible through:
    • Salesforce field mapping integration UI
    • WeGive managed package configuration

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Integration Philosophy

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Strategic Decision

WeGive has made a deliberate choice not to integrate with Leads by default for several key reasons:
  1. CRM Optimization
    • Prevents unnecessary data accumulation in Salesforce
    • Maintains Salesforce as a relationship-focused CRM
    • Avoids bloating contact records with marketing data
  2. Cost Management
    • Reduces Salesforce data storage costs
    • Prevents dramatic increases in data costs
    • Optimizes Salesforce performance
  3. Data Architecture
    • Aligns with Salesforce’s design as a CRM (not CDP)
    • Maintains focus on manually created, relationship-based data
    • Preserves Leads for marketing tool integration

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Alternative Approach

Instead of full Lead integration, WeGive recommends:
  1. Lightning Web Component
    • Provides access to marketing contact data
    • Avoids Salesforce data storage costs
    • Prevents contact record bloat
    • Maintains clean data architecture
  2. Contact-First Strategy
    • Focuses on relationship-based communications
    • Maintains data quality in Salesforce
    • Aligns with CRM best practices