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Map custom answers in the Salesforce Agentforce Nonprofit Cloud (NPC) integration

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In this article:

Before you start

This article covers mapping custom answers to Nonprofit Cloud or Education Cloud. If you're not using these, check out our other article on mapping answers to Salesforce (with or without NPSP).

If you’re unfamiliar with Flows, learn more about Salesforce’s Flow Builder.

With our Salesforce Agentforce Nonprofit Cloud (NPC) integration, custom questions and their corresponding answers sync as Classy Answerable Entity records. To map these answers to your custom fields, you will use Salesforce Flows.

Within Flows, our Field Mapping Utility lets you map to different field types. For instance, a yes/no question in your campaign can be mapped to a custom true/false field.

Destination objects

The objects listed below are all available to map data to with Flows. The child objects are listed and must be accessed through the parent object.

For example, when mapping an answer to a Person Account, the fields must be accessed through the relationship on the Gift Transaction. And to map an Attendee, Fundraiser, or Team Captain the fields must be accessed through the Classy Related Entity.

  • Gift Transaction
    • Person Account
  • Campaign
  • GFM Pro Related Entity
    • Registration
      • Attendee (Person Account)
    • Fundraising Page
      • Fundraiser (Person Account)
      • Top Level Campaign
      • Parent Team
    • Fundraising Team
      • Team Captain (Person Account)
      • Top Level Campaign

Tip: If you’re looking to filter by a specific question for mapping, be sure to use the GFM Pro Associated Custom Question ID as the criteria for filtering.

Example Flow

Use Case: I have a custom question that is asked during checkout, and I want to map the answer to a field on the Person Account object.

Note: Flows are highly customizable, and these steps are just one way to approach a flow for mapping answers to a related object.

We recommend having at least one GFM Pro Answerable Entity record in your NPC instance so you can set up and test the flow correctly.

Steps:

  1. Create a record-trigger flow that runs on the GFM Pro Answerable Entity
  2. Under Configure Trigger, select A record is created

  3. Set Entry Conditions:

    • GFM Pro Answerable Entity Type = Answer
    • Associated Custom Question ID (stay_classy__associated_custom_question_id__c) = ID
      • Set the question ID as the expected value or not equal to null to map all questions, and consider adding additional filter criteria

    image of configuring the start of the example flow

  4. Add a Time Delay of at least 1 minute to ensure that other triggers have time to run before the flow fires
  5. Add a new Element > Interaction > Action and select the GFM Pro Field Mapping Utility
    image of adding a new action for the field mapping utility

  6. After selecting the GFM Pro Field Mapping Utility, set the following:

    • Destination Field API Name: Set the field API name that the answer should be populated into.
    • Destination SObject API Name: API name of the object that contains the destination field.
    • Source Field Value: This is the value of the answer from the campaign custom question. In the menu, pick the trigger stay_classy__answerable_entity__c object and find the answer field within the modal.

    image of setting the flow source and destination fields

  7. Add an Action that updates a record related to a GFM Pro Answerable Entity
  8. Select the Related Record
    • GFM Pro Answerable Entity > Gift Transaction Related Record > Donor ID

  9. Set a filter condition: Can use None-Update All Related Records (only one person account can be associated per Gift Transaction)

    • Select the output from the apex action in the step before

    image of adding a filter condition on the update record action

  10. Debug your Flow
    • In the debugger, select a specific path to test to make sure there are no errors.
  11. Save and activate your Flow

Frequently asked questions

My Flow isn’t working properly and the destination field isn’t populated, can the Care team help me?

Using Flows is a customization of your data in Salesforce and the Care team cannot help you build or troubleshoot your Flow. The Care team can only help if data transformations via the Field Mapping Utility aren’t executing correctly.

Use the Flow debugger to determine if the Field Mapping Utility is causing a value to not transform correctly. If so, please reach out to the Care team.

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