The integration allows users to map standard and custom fields on the Contact record to Supporter fields in Engage. Options define how the integration handles updates of specific data points between Salesforce Contacts and Engage Supporters. This document defines the standard and custom data that the integration syncs between the two systems, categorized by the data object type. You'll want to know this if you are the Salesforce or Engage data manager responsible for data mapping and integrity.
Standard Salesforce Objects
Contact
Contact records in Salesforce will sync with supporter records in Engage. Standard Salesforce contact fields are automatically mapped to standard supporter fields in Engage. A few additional custom fields are automatically added by the sync to store data from Engage. Finally, while not listed below, additional custom fields that you create on the contact object in Salesforce can be optionally mapped to custom fields in Engage. Learn more about these field mapping options here.
| Salesforce Field | Type | Salesforce API Name | Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Birthdate | Standard | Birthdate | Date | Date of Birth | |
| Standard | Email Address | ||||
| Firstname | Standard | FirstName | Name | First Name | |
| Homephone | Standard | HomePhone | Phone | Home Phone | |
| Lastname | Standard | LastName | Name | Last Name | |
| Mailingcity | Standard | Mailingcity | City | City | |
| Mailingcountry | Standard | Mailingcountry | Country | Country | |
| Mailingpostalcode | Standard | Mailingpostalcode | Zip | Zip Code | |
| Mailingstate | Standard | Mailingstate | State | State | |
| Mailingstreet | Standard | Mailingstreet | Street | Address, line 1 | |
| Middlename | Standard | Middlename | Name | Middle Name | |
| Mobilephone | Standard | Mobilephone | Phone | Cell Phone | |
| Othercity | Standard | Othercity | City | City | In the integration settings, Other Address fields can be synchronized in place of Mailing Address fields. |
| Othercountry | Standard | Othercountry | Country | Country | |
| Otherpostalcode | Standard | Otherpostalcode | Zip | Zip Code | |
| Otherstate | Standard | Otherstate | State | State | |
| Otherstreet | Standard | Otherstreet | Street | Address, line 1 | |
| Salutation | Standard | Salutation | Name | Title | |
| Suffix | Standard | Suffix | Name | Suffix | |
| Do Not Synchronize With Engage | Custom | salsalabs__salsa_do_not_sync__c | Checkbox | (Salesforce Only) | Determines whether contact should either be excluded from initial sync or stop syncing if checked. |
| Email Subscription Status | Custom | salsalabs__salsa_Email_Subscription_Status__c | Picklist | Email Subscription Status |
This field tracks who has opted out of receiving email blasts from your organization. In addition to tracking subscription status in Engage, this field will also stay in sync with Salesforce’s standard checkbox for tracking opt-outs, called 'Email Opt Out'. https://help.salesforce.com/articleView?id=contacts_fields.htm&type=5 If you manually check the 'Email Opt Out' field in Salesforce, the Email Subscription Status field also updates to 'Unsubscribed'. When the sync runs, the connected Engage record is subsequently unsubscribed. Similarly, if a supporter in Engage changes their subscription status to 'Unsubscribed', the sync sets the 'Email Opt Out' field on the Contact record to be checked. The Email Subscription Status field in Salesforce will only update through a sync from Engage or by checking or unchecking the standard 'Email Opt Out' field. If you manually change the Email Subscription Status in Salesforce, it will revert to whatever is set in the 'Email Opt Out' field. An email that was sent to a supporter through Engage and hard bounces will unsubscribe that supporter. When that supporter record syncs to Salesforce, the Email Subscription Status field for the connected Salesforce Contact will update to “Hard Bounced” and the 'Email Opt Out' field will be checked. |
| Engage External Id | Custom | salsalabs__salsa_Engage_External_Id__c | Text Area(255) | External ID | External ID for the supporter in a third-party system that is stored in Engage. |
| Engage Supporter Id | Custom | salsalabs__salsa_Engage_Supporter_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Engage Supporter ID | Engage ID for this record. |
| Facebook Username | Custom | salsalabs__salsa_Facebook_Username__c | Text Area(255) | Facebook Username | |
| Gender | Custom | salsalabs__salsa_Gender__c | Picklist | Gender | |
| Last Update by API | Custom | salsalabs__salsa_updated__c | Checkbox | (Salesforce Only) | Date of the last update by Engage API. |
| Linkedin Username | Custom | salsalabs__salsa_Linkedin_Username__c | Text Area(255) | LinkedIn Username | |
| Twitter Username | Custom | salsalabs__salsa_Twitter_Username__c | Text Area(255) | Twitter Username | |
| Work Phone | Custom | salsalabs__salsa_Work_Phone__c | Phone | Work Phone |
Account
We will not sync account level data.
Opportunity
One-time and recurring donations that are recorded in Salsa Engage are stored as opportunities in Salesforce.
Opportunities and Non-Profit Success Pack
The Salsa-Salesforce Integration doesn’t require installation of the Nonprofit Success Pack (NPSP) in Salesforce. However, if it is installed, an option lets NPSP set the Primary Contact Role and Account Name on any Opportunities created through the integration. You can read more about this option here.
| Salesforce Field | Type | Salesforce API Name | Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Account Name | Standard | AccountId | Lookup(Account) | (Salesforce Only) | Not set by the sync. |
| Amount | Standard | Amount | Currency(16, 2) | (Salesforce Only) | Total amount of the transaction. |
| Close Date | Standard | CloseDate | Date | (Salesforce Only) | Set by the date of the transaction. |
| Contract | Standard | ContractId | Lookup(Contract) | (Salesforce Only) | Not set by the sync. |
| Created By | Standard | CreatedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Description | Standard | Description | Long Text Area(32000) | (Salesforce Only) | Not set by the sync. |
| Expected Revenue | Standard | ExpectedRevenue | Currency(16, 2) | (Salesforce Only) | Not set by the sync. |
| Forecast Category | Standard | ForecastCategoryName | Picklist | (Salesforce Only) | Not set by the sync. |
| Last Modified By | Standard | LastModifiedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Lead Source | Standard | LeadSource | Picklist | (Salesforce Only) | Not set by the sync. |
| Next Step | Standard | NextStep | Text(255) | (Salesforce Only) | Not set by the sync. |
| Opportunity Name | Standard | Name | Text(120) | (Salesforce Only) | Set to "[First Name] [Last Name] - Salsa Engage Donation". |
| Opportunity Owner | Standard | OwnerId | Lookup(User) | (Salesforce Only) | Salesforce user account set to default contact owner. |
| Price Book | Standard | Pricebook2Id | Lookup(Price Book) | (Salesforce Only) | Not set by the sync. |
| Primary Campaign Source | Standard | CampaignId | Lookup(Campaign) | (Salesforce Only) | Set to the Campaign created by the sync for the Form. |
| Private | Standard | IsPrivate | Checkbox | (Salesforce Only) | Not set by the sync. |
| Probability (%) | Standard | Probability | Percent(3, 0) | (Salesforce Only) | Not set by the sync. |
| Quantity | Standard | TotalOpportunityQuantity | Number(16, 2) | (Salesforce Only) | Not set by the sync. |
| Score | Standard | IqScore | Number(9, 0) | (Salesforce Only) | Not set by the sync. |
| Stage | Standard | StageName | Picklist | (Salesforce Only) | Set to stage configured in sync settings for successful, cancelled, or refunded donation. |
| Type | Standard | Type | Picklist | (Salesforce Only) | Set to Recurring Donation, Donation, Product, or Event Ticket depending on type of transaction. |
| contact | Custom | salsalabs__salsa_contact__c | Text(18) | (Salesforce Only) | Records the contact of the donor, which is used to set Primary Contact. (Note: if you’re using NPSP and opt to let NPSP set the Primary Contact and Account Name, this field is not used by the sync. Instead, the sync will store the Contact ID in Primary Contact (npsp__Primary_Contact__c) |
| Dedication | Custom | salsalabs__salsa_Dedication__c | Text(255) | Dedication | Identifies to whom the donation was given in dedication. |
| Dedication Type | Custom | salsalabs__salsa_Dedication_Type__c | Picklist | Dedication Type | Identifies the type of dedication, i.e., "In Honor Of" or "In Memory Of". |
| Designation | Custom | salsalabs__salsa_Designation__c | Text(255) | Designation | Identifies the designated target of the donation. |
| Discount Code | Custom | salsalabs__salsa_discount_code__c | Text(255) | Discount Code | Notes the discount code used, if used on an event or p2p page submission. |
| Notify | Custom | salsalabs__salsa_Notify__c | Text(255) | Notify | If a dedication is given, this identifies who should be notified of the donation. |
| Payment Account Number | Custom | salsalabs__salsa_Payment_Account_Number__c | Text(128) | Account Number | Partially identifies the provider number, i.e., last 4 digits of credit card. |
| Payment Account Provider | Custom | salsalabs__salsa_Payment_Account_Provider__c | Text(128) | Account Provider | Identifies the payment provider, i.e, Visa, Mastercard. |
| Payment Expiration | Custom | salsalabs__salsa_Payment_Expiration__c | Text(7) | Account Expiration Date | Identifies the payment provider expiration date. |
| Payment Gateway | Custom | salsalabs__salsa_Payment_Gateway__c | Text(255) | Payment Gateway | Identifies the payment gateway used. |
| Payment Type | Custom | salsalabs__salsa_Payment_Type__c | Text(128) | Payment Type | Identifies the payment type, i.e., credit card, e-check. |
| Salsa Engage Event Submission | Custom | salsalabs__salsa_event_submission__c | Lookup(Salsa Engage Event Submission) | (Salesforce Only) | Link to the Salsa Engage Event Submission record in Salesforce if an event or p2p page submission. |
| Salsa Engage Id | Custom | salsalabs__salsa_Engage_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Transaction ID | Engage ID of the transaction. |
| Salsa Recurring Donation | Custom | salsalabs__salsa_recurring_donation__c | Lookup(Salsa Engage Recurring Donation) | (Salesforce Only) | Link to the Salsa Engage Recurring Donation record in Salesforce if it is a recurring donation. |
| Salsa Track | Custom | salsalabs__salsa_Track__c | Text(255) | Salsa Track | Tracking code that can be passed to transaction in Engage. |
| Submission Email | Custom | salsalabs__salsa_submission_email__c | Text(255) | Submitted Email Address | Email address that was used at the time of submission. |
| Submission Id | Custom | salsalabs__salsa_Activity_Submission_Id__c | Text(36) | Activity Submissions ID | Engage ID of the activity submission that produced the donation. |
| Submission Name | Custom | salsalabs__salsa_submission_name__c | Text(255) | Submitted First Name and Last Name | First Name and Last Name of the donor at the time of submission. |
| Total Discounts | Custom | salsalabs__salsa_Total_Discounts__c | Currency(10, 2) | Total Discounts | Total discounts applied using a discount code if the transaction is associated with an event or p2p page submission. |
| Transaction Deductible Amount | Custom | salsalabs__salsa_Transaction_Deductible_Amount__c | Currency(10, 2) | Transaction Deductible Amount | Total amount of the transaction that is deductible. |
| Transaction Fees Paid | Custom | salsalabs__salsa_Transaction_Fees_Paid__c | Currency(10, 2) | Transaction Fees Paid | Total fees donated in donation. |
| Transaction PNREF | Custom | salsalabs__salsa_Transaction_PNREF__c | Text(80) | Transaction PNREF | PNREF ID for transaction. |
| Transaction Timestamp | Custom | salsalabs__salsa_Transaction_Timestamp__c | Date/Time | Transaction Timestamp | Date and time of the transaction. |
| Transaction Type | Custom | salsalabs__salsa_Transaction_Type__c | Text(80) | Transaction Type | Indicates whether the transaction is a onetime charge or an installment of a recurring donation. |
| Was Offline | Custom | salsalabs__salsa_Was_Offline__c | Checkbox | Was Offline | Indicates whether the donation was submitted through a form by a campaign manager instead of by the supporter. |
Campaign
Any activity page you publish in Salsa Engage will create a new campaign in Salesforce. Additional custom fields added to the campaign object allow you to see what type of activity was created, direct links to the form, etc.
| Salesforce Field | Type | Salesforce API Name | Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Active | Standard | Active | Checkbox | Status | Will be checked if an activity is published, unchecked if private. |
| Campaign Name | Standard | Name | Text(80) | Activity Reference Name | Name of Engage activity form. |
| Description | Standard | Description | Long Text Area(32000) | Description | Description of Engage activity form. |
| Status | Standard | Status | Picklist | (Salesforce Only) | Activity status in Engage. For example, Draft, Published, Deleted. |
| Type | Standard | Type | Picklist | Activity Type | Type of activity in Engage, i.e., Fundraising, Sign Up Page, etc. |
| Activity Created Date | Custom | salsalabs__salsa_Activity_Created_Date__c | Date/Time | Activity Created Date | Date the activity was originally created in Engage. |
| Activity Published Date | Custom | salsalabs__salsa_Activity_Published_Date__c | Date/Time | Activity Published Date | Date the activity was published in Engage. |
| Event Address 1 | Custom | salsalabs__salsa_Event_Address_1__c | Text(255) | Event Address 1 | (Events and P2P Only) The street address for an Event or P2P Activity. |
| Event Address 2 | Custom | salsalabs__salsa_Event_Address_2__c | Text(255) | Event Address 2 | (Events and P2P Only) Street address. line 2 for an Event or P2P Activity. |
| Event City | Custom | salsalabs__salsa_Event_City__c | Text(80) | Event City | (Events and P2P Only) City for an Event or P2P Activity. |
| Event Country | Custom | salsalabs__salsa_Event_Country__c | Text(40) | Event Country | (Events and P2P Only) Country for an Event or P2P Activity. |
| Event Postal Code | Custom | salsalabs__salsa_Event_Postal_Code__c | Text(20) | Event Postal Code | (Events and P2P Only) Zip code or postal code for an Event or P2P Activity. |
| Event Public Name | Custom | salsalabs__salsa_Activity_Name__c | Text(255) | Event Public Name | (Events and P2P Only) Public name for an Event or P2P Activity. |
| Event State | Custom | salsalabs__salsa_Event_State__c | Text(40) | Event State | (Events and P2P Only) State for an Event or P2P Activity. |
| Event Venue | Custom | salsalabs__salsa_Event_Venu__c | Text(255) | Event Venue | (Events and P2P Only) Venue name for an Event or P2P Activity. |
| Fundraiser/Team Name | Custom | salsalabs__salsa_fundraiser_name__c | Text(255) | Fundraiser/Team Name | (P2P Only - Future Release) name of the Team or Fundraiser page associated with the campaign. |
| Goal | Custom | salsalabs__salsa_Goal__c | Currency(10, 2) | Goal | (P2P Only) The fundraising goal for the campaign. |
| Lead Ad Form | Custom | salsalabs__salsa_Lead_Ad_Form__c | Text(255) | Lead Ad Form | (Lead Ads Only - Future Release) Name of the Lead Ad Form. |
| Published URL | Custom | salsalabs__salsa_published_url__c | URL(255) | Published URL | Public URL for the activity page. |
| Salsa Engage ID | Custom | salsalabs__Salsa_Engage_ID__c | Text(36) (External ID) (Unique Case Insensitive) | Salsa Engage ID | Engage ID for the activity page. |
| Social Account | Custom | salsalabs__salsa_Social_Account__c | Text(255) | Social Account | (Lead Ads Only - Future Release) Name of the Facebook Account associated with the Lead Ad. |
| Sync with Salsa Engage | Custom | salsalabs__salsa_sync__c | Checkbox | (Salesforce Only) | If checked, will create a group in Engage synchronize contacts in the campaign to the Engage group. |
Campaign Member
Any contact that submits an activity in Engage will be added to the related campaign as a campaign member.
| Salesforce Field | Type | Salesforce API Name | Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Status | Standard | (Salesforce Only) |
The status of the activity based on what the supporter did on the form: Activities:
|
||
| Salsa Engage ID | Custom | salsalabs__Salsa_Engage_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Engage Activity UUID | Engage ID of the activity record. |
Custom Salesforce Objects
Salsa Engage Action
Any messages sent by supporters through Targeted Actions and Petitions are stored as records in the Salsa Engage Action custom object.
| Salesforce Field | Type | Salesforce API Name | Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Created By | Standard | CreatedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Last Modified By | Standard | LastModifiedById | Lookup(User) | (Salesforce Only) | Salesforce user account that last modified the record. |
| Salsa Engage Action Id | Standard | Name | Auto Number | (Salesforce Only) | Salesforce ID of the record. |
| Action Type | Custom | salsalabs__Action_Type__c | Picklist | Activity Type | Petition or Targeted Action. |
| Added Comment | Custom | salsalabs__Added_Comment__c | Checkbox | (Salesforce Only) | Checked if the supporter added a comment to a Petition. |
| Call Duration | Custom | salsalabs__Call_Duration__c | Number(18, 0) | Call Duration | (Click to Call Only) Duration of the call to this target. |
| Call Result | Custom | salsalabs__Call_Result__c | Picklist | Call Result | (Click to Call Only) The result of call, i.e., Busy, Failed, Completed. |
| Campaign | Custom | salsalabs__Campaign__c | Master-Detail(Campaign) | (Salesforce Only) | Link to the campaign. |
| Channel | Custom | salsalabs__Channel__c | Picklist (Multi-Select) | Channel | Channel used to communicate with this target, i.e., Phone, Email, Twitter. |
| Comment | Custom | salsalabs__Comment__c | Long Text Area(131072) | Comment | The text of any comment added to an Email message when Comments are the only option or store comments made on a Petition. |
| Contact | Custom | salsalabs__Contact__c | Lookup(Contact) | (Salesforce Only) | Link to the contact. |
| Customized Message | Custom | salsalabs__Customized_Message__c | Checkbox | (Salesforce Only) | Checked if the supporter customized the default message in an email. |
| Date Action Taken | Custom | salsalabs__action_date__c | Date/Time | Activity Date | Date the action was taken. |
| District Name | Custom | salsalabs__District_Name__c | Text(255) | District Name | District of the legislative target that was contacted. |
| Email Subject | Custom | salsalabs__Email_Subject__c | Text(255) | Subject | The subject line of the email message. |
| Message | Custom | salsalabs__Message__c | Long Text Area(131072) | Message | The content of the email message sent to the target. |
| Salsa Engage Internal Id | Custom | salsalabs__Salsa_Engage_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Submission Activity ID | Engage ID of the action message. |
| State | Custom | salsalabs__State__c | Text(40) | State | State of the legislative target that was contacted. |
| Target Name | Custom | salsalabs__Target_Name__c | Text(255) | Target Name | Name of the legislative target that was contacted. |
| Target Set | Custom | salsalabs__Target_Set__c | Text(255) | Target Set | Name of the target set that the target was a part of for this action. |
| Target Title | Custom | salsalabs__Target_Title__c | Text(255) | Target Title | Title of the target that was contacted. |
| Target Type | Custom | salsalabs__Target_Type__c | Picklist | Target Type | Type of target that was contacted, i.e., Federal House, Federal Senate, Custom Target, etc. |
Salsa Engage Event Submission
Any single Ticketed Event or Peer-to-Peer Event submission by Salsa Engage is stored as a record in the Salsa Engage Event Submission custom object.
| Salesforce Field | Type | Salesforce API Name | Custom Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Activity Submission Id | Custom | salsalabs__salsa_Activity_Submission_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Activity Submission ID | Engage ID of the event or p2p page submission. |
| Campaign | Custom | salsalabs__salsa_campaign__c | Master-Detail(Campaign) | (Salesforce Only) | Link to the Salesforce campaign. |
| Contact | Custom | salsalabs__salsa_contact__c | Lookup(Contact) | (Salesforce Only) | Link to the Salesforce contact. |
| Donation Amount | Custom | salsalabs__salsa_Donation_Amount__c | Currency(10, 2) | (Salesforce Only) | Amount donated as part of the event or p2p page submission. |
| Fees Paid | Custom | salsalabs__salsa_Fees_Paid__c | Currency(10, 2) | (Salesforce Only) | Fees donated as part of the event or p2p page submission. |
| Product Amount | Custom | salsalabs__salsa_Product_Amount__c | Currency(10, 2) | (Salesforce Only) | Amount of additional purchases in the p2p page submission. |
| Salsa Engage Id | Custom | salsalabs__salsa_Engage_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Transaction ID | Engage ID of the bundled transactions. |
| Ticket Amount | Custom | salsalabs__salsa_Ticket_Amount__c | Currency(10, 2) | (Salesforce Only) | Amount of tickets purchased as part of the event or p2p page submission. |
| Total Amount | Custom | salsalabs__salsa_Total_Amount__c | Currency(10, 2) | (Salesforce Only) | The total amount of all items purchased as part of the event or p2p page submission. |
Salsa Engage Field Change
Any fields which change a contact record are stored in this table in order to track the latest updates to a contact record for 'Use Latest' scenarios.
| Salesforce Field | Type | Salesforce API Name | Custom Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Created By | Standard | CreatedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Field Changes Id | Standard | Name | Auto Number | (Salesforce Only) | Salesforce ID of the record. |
| Last Modified By | Standard | LastModifiedById | Lookup(User) | (Salesforce Only) | Salesforce user account that last modified the record. |
| Contact | Custom | salsalabs__Contact__c | Master-Detail(Contact) | (Salesforce Only) | Link to the contact. |
| Date of Change | Custom | salsalabs__Change_Date__c | Date/Time | (Salesforce Only) | Tracks date/time of change to a field. |
| Field Name | Custom | salsalabs__Field_Name__c | Text(255) | (Salesforce Only) | Name of the field that is changed. |
| New Value | Custom | salsalabs__New_Value__c | Long Text Area(131072) | (Salesforce Only) | New value applied to the field. |
| Salsa Engage Id | Custom | salsalabs__Salsa_Engage_Id__c | Text(36) | Salsa Engage UUID | Engage ID of the synced supporter record. |
Salsa Engage Merge Record
Any contact merges are stored in this table so that the corresponding merge can happen in Engage.
| Salesforce Field | Type | Salesforce API Name | Custom Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Created By | Standard | CreatedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Last Modified By | Standard | LastModifiedById | Lookup(User) | (Salesforce Only) | Salesforce user account that last modified the record. |
| Owner | Standard | Owner | OwnerId | (Salesforce Only) | Salesforce user account that is the owner of the merge record. |
| Salsa Engage Merge Record Name | Standard | Name | Auto Number | (Salesforce Only) | Salesforce ID of the record. |
| Merged Supporter Id | Custom | salsalabs__Merged_Supporter_Id__c | Text(36) | Engage Supporter UUID | The ID of the record that was merged and deleted. |
| Surviving Supporter Id | Custom | salsalabs__Surviving_Supporter_Id__c | Text(36) | Engage Supporter UUID | The ID of the record that survived and into which was merged. |
Salsa Engage New Supporter Queue
Any new Engage supporters who may have potential matches with Salesforce contacts are stored in this table.
| Salesforce Field | Type | Salesforce API Name | Custom Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Created By | Standard | CreatedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Id | Standard | Name | Auto Number | (Salesforce Only) | Salesforce ID of the record |
| Last Modified By | Standard | LastModifiedById | Lookup(User) | (Salesforce Only) | Salesforce user account that last modified the record. |
| Owner | Standard | Owner | OwnerId | (Salesforce Only) | Salesforce user account that is the owner of the merge record. |
| City | Custom | salsalabs__City__c | Text(40) | City | These fields are all tied to the standard supporter fields in Engage. They are used to find potential duplicate contacts in Salesforce and provide the ability to match or merge the supporter as needed. |
| Country | Custom | salsalabs__Country__c | Text(80) | Country | |
| Custom | salsalabs__Email__c | Email (Unique) | |||
| First Name | Custom | salsalabs__First_Name__c | Text(40) | First Name | |
| Last Name | Custom | salsalabs__Last_Name__c | Text(80) | Last Name | |
| Salsa Engage Supporter Id | Custom | salsalabs__salsa_Engage_Supporter_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Salsa Engage UUID | |
| State/Province | Custom | salsalabs__State_Province__c | Text(80) | State/Province | |
| Street | Custom | salsalabs__Street__c | Text Area(255) | Street | |
| Zipcode | Custom | salsalabs__Zipcode__c | Text(20) | Zip |
Salsa Engage Recurring Donation
Any information relating to recurring donations generated by Engage is stored in this table.
| Salesforce Field | Type | Salesforce API Name | Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Created By | Standard | CreatedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Last Modified By | Standard | LastModifiedById | Lookup(User) | (Salesforce Only) | Salesforce user account that last modified the record. |
| Salsa Recurring Donation Name | Standard | Name | Auto Number | (Salesforce Only) | Salesforce ID of the record. |
| Activity Submission Id | Custom | salsalabs__salsa_Activity_Submission_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Activity Submission ID | Engage ID of the page submission that created the recurring donation. |
| Recurring Amount | Custom | salsalabs__salsa_Amount__c | Currency(16, 2) | Amount | Amount of the donation that will be processed at the recurring frequency. |
| Campaign | Custom | salsalabs__salsa_campaign__c | Master-Detail(Campaign) | (Salesforce Only) | Link to the Campaign. |
| Cancellation Timestamp | Custom | salsalabs__salsa_Cancellation_Timestamp__c | Date/Time | (Salesforce Only) | Date and time that the recurring donation is canceled, if it is canceled. |
| Contact | Custom | salsalabs__salsa_contact__c | Lookup(Contact) | (Salesforce Only) | Link to the Contact. |
| Dedication | Custom | salsalabs__salsa_Dedication__c | Text(255) | Dedication | Identifies to whom the donation was given in dedication. |
| Dedication Type | Custom | salsalabs__salsa_Dedication_Type__c | Picklist | Dedication Type | Identifies the type of dedication, for example, "In Honor Of" or "In Memory Of". |
| Designation | Custom | salsalabs__salsa_Designation__c | Text(255) | Designation | Identifies the designated target of the donation. |
| Salsa Engage Id | Custom | salsalabs__salsa_Engage_Id__c | Text(36) (External ID) (Unique Case Insensitive) | Transaction ID | Engage ID of the transaction. |
| Frequency | Custom | salsalabs__salsa_Frequency__c | Picklist | Frequency | The interval that the recurring donation will be processed by Engage. |
| Notify | Custom | salsalabs__salsa_Notify__c | Text(255) | Notify | If a gift is dedicated to someone, this identifies who should be notified of the donation. |
| Payment Account Provider | Custom | salsalabs__salsa_Payment_Account_Provider__c | Text(128) | Account Provider | Identifies the payment provider, i.e, Visa, Mastercard. |
| Payment Gateway | Custom | salsalabs__salsa_Payment_Gateway__c | Text(255) | Payment Gateway | Identifies the payment gateway used. |
| Payment Type | Custom | salsalabs__salsa_Payment_Type__c | Text(128) | Payment Type | Identifies the payment type, i.e., credit card, e-check. |
| Status | Custom | salsalabs__salsa_Status__c | Picklist | Status | Status of the recurring donation, i.e., Active, Cancelled, Completed. |
| Submitted Email | Custom | salsalabs__salsa_submission_email__c | Text(255) | Submitted Email Address | The email address that was used at the time of submission. |
| Submitted Name | Custom | salsalabs__salsa_submission_name__c | Text(255) | Submitted First Name and Last Name | First Name and Last Name of the donor at the time of submission. |
| Total Amount | Custom | salsalabs__salsa_Total_Amount__c | Currency(10, 2) | (Salesforce Only) | Sum of the successful donations processed as part of this recurring profile. |
| Salsa Track | Custom | salsalabs__salsa_Track__c | Text(255) | Salsa Track | Tracking code that can be passed to the transaction in Engage. |
| Deductible Amount | Custom | salsalabs__salsa_Transaction_Deductible_Amount__c | Currency(10, 2) | Deductible Amount | Amount of each recurring transaction that is deductible. |
| Fees Paid | Custom | salsalabs__salsa_Transaction_Fees_Paid__c | Currency(10, 2) | Fees Paid | Amount of each recurring transaction that was donated toward fees. |
| Id | Custom | salsalabs__salsa_Transaction_Id__c | Text(80) | Gateway ID | ID associated with the gateway, if using WePay or PayPal. |
| Initial Timestamp | Custom | salsalabs__salsa_Transaction_Timestamp__c | Date/Time | Transaction Timestamp | Date and time of the recurring commitment. |
Salsa Engage Update
Any potential updates made to standard fields on the contact record are stored in this table.
| Salesforce Field | Type | Salesforce API Name | Custom Field Type | Engage Field | Notes |
|---|---|---|---|---|---|
| Created By | Custom | CreatedById | Lookup(User) | (Salesforce Only) | Salesforce user account tied to the Integration. |
| Last Modified By | Custom | LastModifiedById | Lookup(User) | (Salesforce Only) | Salesforce user account that last modified the record. |
| Salsa Engage Update Number | Custom | Name | Auto Number | (Salesforce Only) | Salesforce ID of the record. |
| Contact | Custom | salsalabs__contact__c | Master-Detail(Contact) | (Salesforce Only) | Associated contact record. |
| Fields To Review | Custom | salsalabs__Fields_To_Review__c | Long Text Area(1500) | (Salesforce Only) | The internal field used to track which fields need review by a campaign manager. |
| Birthdate | Custom | salsalabs__Birthdate__c | Date | Birthdate | |
| City | Custom | salsalabs__City__c | Text(40) | City | These fields are all tied to the standard supporter fields in Engage. If any field is set to "Create update entry in Salesforce" when mapping fields in Engage to Salesforce, an update entry will be made in this object. |
| Country | Custom | salsalabs__Country__c | Text(80) | Country | |
| Custom | salsalabs__Email__c | ||||
| Facebook Username | Custom | salsalabs__Facebook_Username__c | Text Area(255) | Facebook Username | |
| First Name | Custom | salsalabs__First_Name__c | Text(40) | First Name | |
| Gender | Custom | salsalabs__Gender__c | Picklist | Gender | |
| Home Phone | Custom | salsalabs__Home_Phone__c | Phone | Phone | |
| Last Name | Custom | salsalabs__Last_Name__c | Text(80) | Last Name | |
| LinkedIn Username | Custom | salsalabs__LinkedIn_Username__c | Text Area(255) | LinkedIn Username | |
| Middle Name | Custom | salsalabs__Middle_Name__c | Text(40) | Middle Name | |
| Mobile Phone | Custom | salsalabs__Mobile_Phone__c | Phone | Cell Phone | |
| Salutation | Custom | salsalabs__Salutation__c | Text(40) | Salutation | |
| State/Province | Custom | salsalabs__State_Province__c | Text(80) | State/Province | |
| Street | Custom | salsalabs__Street__c | Text Area(255) | Street | |
| Suffix | Custom | salsalabs__Suffix__c | Text(40) | Suffix | |
| Twitter Username | Custom | salsalabs__Twitter_Username__c | Text Area(255) | Twitter Username | |
| Work Phone | Custom | salsalabs__Work_Phone__c | Phone | Work Phone | |
| Zipcode | Custom | salsalabs__Zipcode__c | Text(20) | Zip |