WeGive integrates with Salesforce and maps to two-letter ISO codes for country and state data. However, depending on your Salesforce configuration, there are important considerations to ensure successful syncs, especially if you're using Salesforce's State and Country/Territory Picklist feature.
Default Integration Mapping
By default, WeGive syncs to Salesforce using the standard state and country fields (e.g., MailingState and MailingCountry). These fields expect two-letter ISO codes. Here are examples of the standard codes:
Countries
United States: US
Canada: CA
United Kingdom: GB
Australia: AU
India: IN
Germany: DE
US States
Alabama: AL
Alaska: AK
Arizona: AZ
Arkansas: AR
California: CA
Colorado: CO
Using Salesforce’s State/Country Picklist Feature
If your organization has enabled Salesforce’s State and Country/Territory Picklist feature, which adds picklists for country and state fields, you will need to remap the fields in WeGive to avoid sync errors. In this case, rather than mapping to MailingState and MailingCountry, you must map to the picklist-specific fields:
States:
From:
MailingStateTo:
MailingStateCodeFrom:
OtherStateTo:
OtherStateCode
Countries:
From:
MailingCountryTo:
MailingCountryCodeFrom:
OtherCountryTo:
OtherCountryCode
Failure to do this may result in errors.
This error occurs because WeGive, by default, sends the ISO country and state codes to the wrong fields when the picklist feature is enabled.
Summary
WeGive supports two different configurations for syncing country and state data to Salesforce:
Without Salesforce’s State/Country Picklists:
If the State/Country Picklist feature is not enabled, WeGive will sync address data to Salesforce’s standard fields (MailingState,MailingCountry, etc.), and no changes are needed.With Salesforce’s State/Country Picklists:
If the feature is enabled, you must remap the fields to theCodeversions (MailingStateCode,MailingCountryCode, etc.) as explained above to ensure proper syncing.
Conclusion
If you’re encountering errors during sync, it’s important to verify whether Salesforce’s State/Country/Territory Picklist feature is enabled and adjust the mapping accordingly. This will ensure that your address data syncs correctly between WeGive and Salesforce.
If you have any questions or need further assistance, feel free to reach out!
To learn more about implementing Standard Country and State codes in Salesforce, click here.
To learn more about Standard Countries in Salesforce, click here.