Custom fields for Salesforce - mapping fields
under review
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Tim
Please update the plug in to add this. I'm so frustrated with GiveWP it does not integrate with Salesforce like promised and the code doesn't work. If you advertise a plugin that integrates with Salesforce make sure you offer that so it's something your clients can use as expected. GiveWP is one of the worst plugins for wordpress I've ever used, unfortunately we already paid for the highest tier.
Ben Meredith
Tim: As I've clarified elsewhere, we are happy to extend a refund, so you're welcome to stop talking like we've locked you in and are not supporting you.
I've also had our team exhaustively working with you to try and get a custom code snippet to work, and we're still repeatedly running into issues that are only present on your specific site and not replicable anywhere else.
We're happy to keep plugging away.
This specific feedback was partially addressed, and a skilled Salesforce developer can now completely map fields in any way they want. Many of our users are doing just that.
Your site is definitely having trouble, but it's not really related to this specific feedback.
Let's keep the conversation going on the support thread.
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Bill C
This fix is critical to GiveWP being effective for anyone on Salesforce.
You can't cater to small nonprofits, and also expect everyone to maintain a developer on staff for something like this.
Seeing this still "under review" from almost two years ago is pretty depressing.
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Bill C
Any update on whether this feature will be considered? What sort of interest would reach the threshold for "worth it" on GiveWP end?
This topic has more interest than the vast majority of features in the planned feature list, and there are about a dozen other requests that could be bundled into this thread.
Ben Meredith
Bill C: Hey Bill!
I just saw this comment and wanted to weigh in.
First, you are exactly right that not addressing this for 2 years would have been a non-starter. That's why we
did
address it, in the form of the filter for developers to work with. The harsh reality is that Salesforce is a SUUUUPER customizable beast of a piece of software, and the odds of us being able to make a field mapping interface that (1) works and (2) doesn't need constant updates and attention that we simply do not have the bandwidth for... are not good.
At the time we made the filter, there were 25 votes for this. That means that in the ensuing 2 years, 3 additional folks have asked for this feature.
Also, in the ensuing time, we've released a webhooks add-on that could also be used to send data to Salesforce.
We're still open to the idea, but Salesforce has not made this a very easy process. I just want to set reasonable expectations.
Most organizations that use Salesforce have someone on staff to manage and administer Salesforce.
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Bill C
Ben Meredith: A filter for developers to work with doesn't address the issue by any measure.
GiveWP is advertised as a "no-code to low-code" solution, rather than a suite of developer tools. Most (all?) organizations that use low-code solutions are expecting solutions where a staff developer isn't necessary.
GiveWP Support has been helpful in creating a workaround with snippets, but seems unsustainable long term. Most organizations, including ours, do indeed have salesforce admins and even some with developer experience.
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Louis Poncet
On my side I need to add more details in the contact and even with the sending-custom-data... there is no way to do it.
Ben Meredith
under review
Our team released a method for sending custom data to salesforce using custom code in version 1.1.0, which you can see here:
We are leaving this additional feedback open to gauge interest in this as a setting, not just a code-able thing.
Please remove your vote from this if the code snippet(s) above are enough for your needs, so that we can guage interest in addiotional settings/mapping in the plugin.
Note that this feature would require a ton of interest for us to consider implementing, because it's a significant undertaking to implement field mapping for custom fields.
Scott Carter
Ben Meredith: well consider this comment a +1 for a field mapping interface because custom coding the solution on our end is an expensive and time-consuming endeavor. It would take a lot of testing to be sure it worked properly.
Ben Meredith
Scott Carter: Noted, for sure. My main concern from our side is that a field mapping interface might be a fools errand because of the massive array of possibilities on the salesforce side. The odds are strong that we would not be able to account for all of the various ways that our users have their salesforce account data organized, and you'd essentially end up still having to custom code things even with a field mapping interface.
Also, you'd still need to extensively test a field mapping interface.
Scott Carter
Ben Meredith: yeah but at least more of that testing would fall in your lap and not mine :)
I certainly understand the complexities of building that interface out. WP Fusion has done the field mapping interface and that worked for us but they don't associate the contact and opportunity records, so we couldn't use them. Zapier worked as well in terms of the field mapping, but it was way too much of a hassle and they too don't match the records properly, either. It might be worth your effort just because you'd be the only plugin on the market that would be able to do this all properly (afaik).
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Alex Briggs
Ben Meredith: Completely agree we would want this to be a setting rather than a code-able thing.
Just a thought, is there a way of mapping donation data to salesforce fields like you can map mailchimp subscribers to a particular audience? It's so simple for mailchimpe where you create the audience in mailchimp, and then can send that data to the right audience through the Givewp form just by ticking the correct mailchimp audience box. Could the same thing work for Salesforce?
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Brid McKeown
Yes I completely agree! I want to be able to map custom form fields onto custom Salesforce fields and have greater control over this process in order to set up automations.
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Alex Briggs
Absolutely agree, to be able to map donations to particular campaigns would be really useful, as well as what donation form was donated to. Basically any info that we get in the Give exports would be great to manually map to Salesforce fields
Matheus Martins
Scott Carter
This would be really great to have, as we're currently only able to send the most basic information from GiveWP to Salesforce.
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Tim
Scott Carter: Agree