Data Mapping
Data Mapping Overview
Comprehensive mapping between Salesforce NPSP objects and our donor experience platform
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.Object Mapping Categories
Our integration maps objects across three main categories:- Standard Salesforce Objects
- Core CRM functionality
- Base donor management
- Campaign management
- NPSP Objects
- Nonprofit-specific functionality
- Advanced donor management
- Gift and relationship tracking
- WeGive Managed Package Objects
- Custom functionality
- Extended donor engagement
- Advanced campaign features
Core Object Mappings
Donor Management
| Salesforce Object | NPSP Type | API Name | WeGive Object | API Endpoint |
|---|---|---|---|---|
| Account | Household | Account | Company/Household | /donors/{donor} or /households/{household} |
| Contact | - | Contact | Individual | /donors/{donor} |
| Lead | - | Lead | Marketing Contact | /donors/{donor} |
Campaign & Engagement
| Salesforce Object | NPSP Type | API Name | WeGive Object | API Endpoint |
|---|---|---|---|---|
| Campaign | - | Campaign | Campaign | /campaigns/{campaign} |
| Campaign Member | - | CampaignMember | Campaign Donor | - |
Donation Management
| Salesforce Object | NPSP Type | API Name | WeGive Object | API Endpoint |
|---|---|---|---|---|
| Opportunity | Multiple* | Opportunity | Payments | /transactions/{transaction} |
| Payment | - | npe01__OppPayment__c | Payments | /transactions/{transaction} |
| Recurring Donation | - | npe03__RecurringDonation__c | Recurring Plan | /scheduled-donations/{scheduledDonation} |
NPSP-Specific Objects
Gift Management
| Salesforce Object | API Name | WeGive Object | API Endpoint |
|---|---|---|---|
| General Accounting Unit | npsp__General_Accounting_Unit__c | Designations | /funds/{fund} |
| Allocation | npsp__Allocation__c | Allocations | /fund_allocations/{fund_allocation} |
| Account Soft Credit | npsp__Account_Soft_Credit__c | Soft Credit | /soft-credits/{soft-credit} |
| Partial Soft Credit | npsp__Partial_Soft_Credit__c | Soft Credit | /soft-credits/{soft-credit} |
Address & Relationships
| Salesforce Object | API Name | WeGive Object | API Endpoint |
|---|---|---|---|
| Address | npsp__Address__c | Address | AddressResource |
| Affiliation | npe5__Affiliation__c | - | - |
| Relationship | npe4__Relationship__c | - | - |
WeGive Managed Package Objects
Communication & Engagement
| Salesforce Object | API Name | WeGive Object | API Endpoint |
|---|---|---|---|
| Communication List | Communication_List__c | Communication List | /communication-lists/{communication-list} |
| Communication Preference | Communication_Preference__c | Communication Preference | /communication-list-donors/{communication-list-donor} |
| Donor Journey | Donor_Journey__c | Donor Journey | /journeys/{journey} |
| Journey | Journey__c | Journey | /journeys/{journey} |
Events & Fundraising
| Salesforce Object | API Name | WeGive Object | API Endpoint |
|---|---|---|---|
| Event | Event__c | Event | /campaign-events/{campaign-event} |
| Event Registration | Event_Registration__c | Event Registration | /campaign-event-registrations/{campaign-event-registration} |
| Event Ticket | Event_Ticket__c | Event Ticket | - |
| Fundraiser | Fundraiser__c | Fundraiser | /campaign-fundraisers/{campaign-fundraiser} |
| P2P Fundraiser | P2P_Fundraiser__c | P2P Fundraiser | /fundraisers/{fundraiser} |
Additional Features
| Salesforce Object | API Name | WeGive Object | API Endpoint |
|---|---|---|---|
| Payout | Payout__c | Payout | /payouts/{payout} |
| Pledge | Pledge__c | Pledge | /pledges/{pledge} |
| Form | Form__c | Form | /forms/{form} |
| Form Submission | Form_Submission__c | Form Submission | /form-submissions/{form-submission} |
| Tag | Tag__c | Tag | /tags/{tag} |
| Designation List | Designation_List__c | Designation List | /designation-lists/{designationList} |
Coming Soon Features
The following objects are planned for future integration:- Impact Stories (Posts)
- Impact Cards (Impact Numbers)
- Tasks
- Notes
- Files
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
Integration Notes
- API Endpoints
- All endpoints follow RESTful conventions
- Authentication required for all endpoints
- Rate limiting applies to all API calls
- Object Relationships
- Many objects have parent-child relationships
- Some objects support multiple record types
- Custom fields may be required for specific implementations
- Data Synchronization
- Real-time sync for critical objects
- Batch processing for historical data
- Deletion tracking for relevant objects