Overview:
This article explains how General Accounting Unit (GAU) allocations are managed in Salesforce when syncing donations from WeGive. You’ll learn about the current capabilities and future enhancements for both one-time and recurring donations.
One-Time Donations and GAU Allocation
When a one-time donation is made in WeGive, the system creates a GAU allocation record in Salesforce to track the donation purpose. This allocation setup ensures that any specific designation chosen by the donor in WeGive is reflected within Salesforce.
- GAU Creation: The GAU allocation is automatically created in Salesforce each time a one-time donation syncs from WeGive.
- Fund Tracking: The GAU records show the specific funds or designations donors select at checkout, making reporting easier in Salesforce.
Recurring Donations and GAU Allocation
WeGive is unable to pull in GAU allocations from Salesforce. If you wants GAUs to sync into WeGive from Salesforce, you must create a field on the Opportunity record for the GAU you want to associate and use the WeGive<>Salesforce Integration Mapping Rules to map it to the field,
"fund.salesforce_id", in WeGive.
Workaround: Custom Field Solution
For organizations needing to track allocations for recurring donations, a custom field can be added to the WeGive Salesforce Integration:
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Create a Custom Field: Add a custom field on the Salesforce Opportunity object specifically for GAU tracking of the GAU you want to associate. This field will store the WeGive fund ID.
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Map WeGive Fund ID to Custom Field: Set up a field mapping to sync the WeGive fund ID "fund.salesforce_id" with the custom field on your Salesforce Opportunity Record.