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Data Mapping Overview

This document provides a comprehensive overview of how our donor experience platform maps to Salesforce NPSP objects, including standard Salesforce objects, NPSP objects, and our custom WeGive Managed Package objects.

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Object Mapping Categories

Our integration maps objects across three main categories:

  1. Standard Salesforce Objects
    • Core CRM functionality
    • Base donor management
    • Campaign management
  2. NPSP Objects
    • Nonprofit-specific functionality
    • Advanced donor management
    • Gift and relationship tracking
  3. WeGive Managed Package Objects
    • Custom functionality
    • Extended donor engagement
    • Advanced campaign features

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Core Object Mappings

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Donor Management

Salesforce ObjectNPSP TypeAPI NameWeGive ObjectAPI Endpoint
AccountHouseholdAccountCompany/Household/donors/{donor} or /households/{household}
Contact-ContactIndividual/donors/{donor}
Lead-LeadMarketing Contact/donors/{donor}

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Campaign & Engagement

Salesforce ObjectNPSP TypeAPI NameWeGive ObjectAPI Endpoint
Campaign-CampaignCampaign/campaigns/{campaign}
Campaign Member-CampaignMemberCampaign Donor-

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Donation Management

Salesforce ObjectNPSP TypeAPI NameWeGive ObjectAPI Endpoint
OpportunityMultiple*OpportunityPayments/transactions/{transaction}
Payment-npe01__OppPayment__cPayments/transactions/{transaction}
Recurring Donation-npe03__RecurringDonation__cRecurring Plan/scheduled-donations/{scheduledDonation}

*Opportunity Types: Major Gift, Grant, Matched Gift, Donation, In-Kind Gift, Membership

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NPSP-Specific Objects

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Gift Management

Salesforce ObjectAPI NameWeGive ObjectAPI Endpoint
General Accounting Unitnpsp__General_Accounting_Unit__cDesignations/funds/{fund}
Allocationnpsp__Allocation__cAllocations/fund_allocations/{fund_allocation}
Account Soft Creditnpsp__Account_Soft_Credit__cSoft Credit/soft-credits/{soft-credit}
Partial Soft Creditnpsp__Partial_Soft_Credit__cSoft Credit/soft-credits/{soft-credit}

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Address & Relationships

Salesforce ObjectAPI NameWeGive ObjectAPI Endpoint
Addressnpsp__Address__cAddressAddressResource
Affiliationnpe5__Affiliation__c--
Relationshipnpe4__Relationship__c--

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WeGive Managed Package Objects

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Communication & Engagement

Salesforce ObjectAPI NameWeGive ObjectAPI Endpoint
Communication ListCommunication_List__cCommunication List/communication-lists/{communication-list}
Communication PreferenceCommunication_Preference__cCommunication Preference/communication-list-donors/{communication-list-donor}
Donor JourneyDonor_Journey__cDonor Journey/journeys/{journey}
JourneyJourney__cJourney/journeys/{journey}

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Events & Fundraising

Salesforce ObjectAPI NameWeGive ObjectAPI Endpoint
EventEvent__cEvent/campaign-events/{campaign-event}
Event RegistrationEvent_Registration__cEvent Registration/campaign-event-registrations/{campaign-event-registration}
Event TicketEvent_Ticket__cEvent Ticket-
FundraiserFundraiser__cFundraiser/campaign-fundraisers/{campaign-fundraiser}
P2P FundraiserP2P_Fundraiser__cP2P Fundraiser/fundraisers/{fundraiser}

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Additional Features

Salesforce ObjectAPI NameWeGive ObjectAPI Endpoint
PayoutPayout__cPayout/payouts/{payout}
PledgePledge__cPledge/pledges/{pledge}
FormForm__cForm/forms/{form}
Form SubmissionForm_Submission__cForm Submission/form-submissions/{form-submission}
TagTag__cTag/tags/{tag}
Designation ListDesignation_List__cDesignation List/designation-lists/{designationList}

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Coming Soon Features

The following objects are planned for future integration:

  • Impact Stories (Posts)
  • Impact Cards (Impact Numbers)
  • Tasks
  • Notes
  • Files

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Non-Integrated Objects

The following NPSP objects are not currently integrated but may be used for internal Salesforce processes:

  • NPSP Data Import Batch
  • Deliverable (Grant Deadline)
  • Error
  • Trigger Handler
  • Engagement Plan Template
  • Engagement Plan Tasks
  • Engagement Plan
  • Level
  • Recurring Donation Change Log

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Integration Notes

  1. API Endpoints
    • All endpoints follow RESTful conventions
    • Authentication required for all endpoints
    • Rate limiting applies to all API calls
  2. Object Relationships
    • Many objects have parent-child relationships
    • Some objects support multiple record types
    • Custom fields may be required for specific implementations
  3. Data Synchronization
    • Real-time sync for critical objects
    • Batch processing for historical data
    • Deletion tracking for relevant objects