Step 2. Create a custom object in Salesforce

Next we create a custom object in Salesforce to capture all the essential data fields from Raisely - some of these will be the custom fields you have created.

Go to Set Up > Object Manager > Create Custom Object

Create an Auto-Number for Record Name.

You need all the contact information data that you will need to create/update the Contact record, the data pertaining to the donation to create the Opportunity record and the data required for a Recurring Donation.

Here is a snapshot of the Custom Object we built for Tassie Mums

Note: Mike Man is not a real person!

Sample Recurring Donation

The Custom Fields we created that are really important are

  1. Receipt ID - we map this to the payment record for each donation
  2. Method - determines whether the gift is one off or not
  3. Raisely Event Type - there are many different Event Types - but we only bring donation.failed and donation.succeeded into Salesforce via Raisely
  4. Campaign ID - this is the Salesforce ID for the campaign 
  5. Mode - this helps with testing
  6. Business Name for Receipt - some donors like to make their donations in their business name but we do not recommend you create an account for every donation with a business name automatically. Why create an account record for a $5 gift for Judy's Mobile Tanning Salon? 
  7. Check box to keep the donation anonymous - this will be helpful come annual report time
  8. Subscription UUID - this unique ID from Raisely is created for each recurring donation that is established and this data is passed with each subsequent recurring donation
  9. Newsletter Opt In - you cannot add a donor to your email list for future fundraising appeals unless you have their express permission. We have created a pick list with yes and no values instead of a checkbox here so you can be sure that the field is populated. We recommend you have this opt in/out on all your web forms and that you also have a link to your privacy policy in the same field of vision:

Clear Opt in with Privacy Policy

Next Step 3. Set up Zapier Integration

 

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