Sending more actionable info to Salesforce
complete
Ben Meredith
Currently, there are a few problems with the data sent to Salesforce:
- The ID number is not the sequential ID number, but the underlying (and virtually invisible) WordPress Post ID for the donation.
- The donation form name or level title is not sent.
GiveWP should send the sequential ID, not the WP Post ID, and should send the name of the form.
Ben Meredith
complete
This has been completed as of version 1.1.0 of the Salesforce add-on. A few things about this:
- Now the Opportunity name follows the sequential ID setting at Donations > Settings > General > Sequential Ordering
- The form name/level title is sent in the description.
- There's a new filter so that third party developers can send custom data to salesforce. I am going to add it to the official documentation, but here's a PDF in the meantime explaining that new filter: https://givewp.com/documentation/add-ons/salesforce/sending-custom-data-to-salesforce/
S
Sholom Cohen
Ben Meredith: Thank You for the documentation!
Will there be any plans to move this into the settings instead of in code?
Ben Meredith
Sholom Cohen: There's another feedback post tracking that, which you can see here: https://feedback.givewp.com/feature-requests/p/custom-fields-for-salesforce-mapping-fields
The short version is that it would require a ton of interest and clear scope because that's a significant undertaking. The vast majority of folks will be better served making custom code snippets to handle this.
Jon Waldstein
under review
A
Alex Briggs
Yes, would also like to assign donations to particular campaigns. And be able to map the data from Give much more freely to corresponding Salesforce items. Honestly at this point the Salesforce plugin information transfer is far too rudimentary for it to be useful