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Giving Cart in Salesforce

  • Updated

Before you start: Nonprofit Cloud does not yet support Giving Cart. Only our Salesforce base (NPSP compatible) integration and NPSP package are currently supported.

In this article:

With Giving Cart campaigns, the Salesforce base (NPSP) integration creates opportunities in Salesforce from Order and Invoice type API Requests.

In a campaign with Giving Cart activated, a supporter can add multiple donations to a cart with different designations associated with each gift. The donor will checkout once, but multiple opportunities can be created in Salesforce based on what was in the cart.

Multiple Designations are supported for NPSP customers through General Accounting Units (GAUs) and GAU Allocations at the opportunity level. For non-NPSP customers, a new custom object called GoFundMe Pro Designation Allocations was created to show gift designations.

Giving Cart objects and fields

  • GoFundMe Pro Designation Allocations
Object Field Name API Name Field Type Notes
Opportunity Confirmation ID stayclassy__sc_confirmation_id__c Text Stores the Order Confirmation ID reflected on a donor’s receipt
Opportunity Source Code 1 stayclassy__source_code_1__c Text Stores the source code 1 captured for a Giving Cart transaction
Opportunity Source Code 2 stayclassy__source_code_2__c Text Stores the source code 2 captured for a Giving Cart transaction
GoFundMe Pro Designation Allocation Order Item ID stayclassy__Classy_Order_Item_Id__c Text The ID of the Order Item that the Designation Allocation is related to

Only for organizations NOT using NPSP
GoFundMe Pro Designation Allocation Designation ID stayclassy__Classy_Designation_Id__c Text The ID of the GoFundMe Pro Program Designation that the Designation Allocation is related to

Only for organizations NOT using NPSP

Important changes

Giving Cart campaigns offer supporters more ways to support your cause. This can affect your records in Salesforce, including:

  • Donors can add multiple gifts to their cart; these can be one-time or recurring. Depending on what was added, multiple opportunities could be created in Salesforce. Breakout will happen based on the gift type (one-time vs recurring):
    • One opportunity for all one-time gifts with the designations broken out via GoFundMe Pro Designation Allocations or GAU Allocations (NPSP)
    • One opportunity for each recurring donation to be associated with a GoFundMe Pro Recurring Donor, Recurring Donation (NPSP), and GAU Allocation
    • Each Opportunity will have a Confirmation ID to tie all three opportunities to a record in GoFundMe Pro for reconciliation.
  • Example: One cart with two one-time gifts to two programs and two recurring donations to two programs will result in three opportunities in Salesforce via the integration.
    • One opportunity to represent all the one-time gifts, 2 GAU Allocations associated with the opportunity to show a breakout of funds
    • One opportunity associated with a GoFundMe Pro Recurring Donor + NPSP Recurring Donor and a GAU Allocation (Recurring Gift #1)
    • One opportunity associated with a GoFundMe Pro Recurring Donor + NPSP Recurring Donor and a GAU Allocation (Recurring Gift #2)
  • The Transaction ID field on opportunities will now store an Order ID for transactions processed through a Giving Cart Campaign. The Confirmation ID field will be the ID used to identify all items in a cart during checkout and will be the identifier Supporters receive on their receipts.
  • Opportunities that represent Giving Cart transactions will no longer have a Designation field. Instead, designation splits will be created in the GAU Allocation records.

To ensure the Salesforce integration is set up for Giving Cart campaigns, we recommend that you:

  1. Are on at least version 7.312 of the Salesforce integration and version 1.51 of our NPSP package
  2. Turn on the following settings: Control Panel V2 > Settings > NPSP
    1. Create & Update NPSP GAUs
    2. Create & Update NPSP GAU Allocations
    3. Learn more about NPSP settings
  3. Update program designations in GoFundMe Pro to set the Salesforce General Accounting Unit ID in the External Reference ID field to link the records in Salesforce

If you’d like Donor Covered Fees to be attributed to a GAU Allocation (NPSP Specific), a setting can be configured to turn on this functionality.

To let Donor Covered Fees be attributed to a GAU Allocation:

  1. Copy the Salesforce Record ID of the General Accounting Unit that should be used for Fee attribution
  2. Go to Setup (Select the gear icon next to the profile avatar)
  3. Search for Custom Settings
  4. Next to GoFundMe Pro NPSP General Settings, select Manage
  5. Next to Default, select Edit
  6. Find GAU to be used for Fees and paste in the Salesforce Record ID from Step 1

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