Salesforce Agentforce Nonprofit Cloud (NPC) objects and fields
Note : GoFundMe Pro was previously known as Classy, so that name may still appear in custom objects, fields, and labels in Salesforce.
The Salesforce Agentforce Nonprofit Cloud (NPC) integration is built to sync GoFundMe Pro data to Salesforce Nonprofit Cloud or Education Cloud’s fundraising data model. Once you set up the Salesforce Agentforce Nonprofit Cloud (NPC) integration, data will sync automatically to these standard and custom objects.
Note: If you’re not using Nonprofit Cloud or Education Cloud, check out our Salesforce base (NPSP) integration's objects and fields.
Any GoFundMe Pro data from before the integration was set up will not sync to Salesforce at this time. Request help to have our Care team sync historical data for you.
All fields and descriptions
You can download a full list of fields and their descriptions from the file at the bottom of this article.
Important: Downloaded files don't get live updates. Check back regularly to make sure your file is up-to-date, especially after releases.
Person Account
Person Accounts are created or matched whenever a donation is made through GoFundMe Pro. Person accounts will be created or matched using information from the Supporter profile in GoFundMe Pro. The integration uses Salesforce's matching and duplicate rules to identify matches or potential duplicates.
Campaign
A Campaign is created in Salesforce for every campaign that is created in GoFundMe Pro. GoFundMe Pro campaigns can map to Salesforce campaigns that were not created by GoFundMe Pro for Salesforce Fundraising by adding the GFM Pro Campaign ID to the existing campaign record. This will prompt the integration to associate all new GoFundMe Pro transactions with your existing campaign. Or, you can list the GoFundMe Pro-created campaign as the parent campaign of the other Salesforce campaign.
Note: The integration will update all fields that sync to the existing campaign.
Gift Transaction
A Gift Transaction is created when someone submits a transaction such as a donation or ticket purchase. The default status will be Paid as GoFundMe Pro only syncs transactions with a Successful status. Transactions made with a bank transfer (ACH) will only sync after they have settled and have a Successful status. If you process a refund, the Gift Transaction status will change to Fully Refunded and a Gift Refund record will be created.
Source codes in GoFundMe Pro will populate fields that can be used with Salesforce Flows to create an Outreach Source Code and other related records.
Gift Refund
A Gift Refund is created when a transaction is refunded in GoFundMe Pro.
Gift Designation
The Gift Designation will be created when a Program Designation is created in GoFundMe Pro.
Gift Transaction Designation
A Gift Transaction Designation record is created for a Gift Transaction and contains a lookup field to the Gift Designation. This object shows how funds from the donation are associated with the specified designation.
Payment Instrument
The Payment Instrument stores the payment details for an online transaction made in GoFundMe Pro.
Gift Commitment
A Gift Commitment record will be created in Salesforce when a donor starts a recurring donation in GoFundMe Pro and it has one successful transaction. The status of the recurring giving plan in GoFundMe Pro will be reflected on the record in Salesforce (for example, Active, Failing, or Paused).
Gift Commitment Schedule
A Gift Commitment Schedule record is also created in Salesforce when a donor starts a recurring donation in GoFundMe Pro, and it has one successful transaction. The schedule lists important information like the start date, end date, and frequency of the recurring plan.
GFM Pro Answerable Entity
Custom questions in GoFundMe Pro and their answers will create a GFM Pro Answerable Entity record. This applies to all custom questions asked during checkout, registration, or creation of a fundraising team or page. Entity records for questions can be found as a related list on the Campaign object, while records for answers can be found as a related list on the Gift Transaction and GFM Pro Related Entity objects.
GFM Pro Related Entity
A GFM Pro Related Entity record is created for each attendee, fundraising page, and fundraising team created in GoFundMe Pro. The attendee information on the record will be used to create Person Accounts through the GFM Pro Attendee Creation Job found on the Campaign record.
GFM Pro Order Item
Each ticket, auction item, or fixed-price item purchase will create a GFM Pro Order Item record and be related to the Gift Transaction.
Gift Tribute
A Gift Tribute is created when a dedication is made during a donation. The record contains the details of the dedication and honoree, but the integration will not create a Person Account for the honoree.
GFM Pro Log
GFM Pro Log records have important information to help you understand why a record failed to sync or an error occurred during the GFM Pro Attendee Creation Job.
We recommend including these fields in the list view for a clearer understanding of the error:
- Entity ID: ID of the objects in GoFundMe Pro
- Entry Type: Type of object (i.e., Campaign, Gift Designation, Gift Commitment, Gift Transaction, Payout Transaction)
- Message: Describes why the object failed to sync