When Does Data Sync Occur?
The integration between BetterWorld and Salesforce ensures that donation and donor data are updated in real time. Data synchronization occurs in the following scenarios:
Donation Syncing
Payments – Donations are synced to Salesforce as soon as a donor successfully completes a payment.
Refunds – If a donation is refunded, the corresponding Salesforce records are updated to reflect the change.
Donor Syncing
New Donors – A donor's data is synced when a new donation is made, creating a new donor record in Donor Management.
Updated Donors – Any changes made to an existing donor's record in Donor Management will trigger a sync to update the donor’s Contact information in Salesforce.
What Data is Synced?
We sync both donor and transaction data, mapping them to standard Salesforce objects for seamless integration.
Salesforce Objects
Donor Data → Contact Object
Each donor in BetterWorld is mapped to a Contact record in Salesforce.
Transaction Data → Opportunity Object
Donations and transactions are stored as Opportunities in Salesforce.
This mapping structure aligns with Salesforce Nonprofit Success Pack (NPSP) and Salesforce Nonprofit Cloud best practices.
Account Creation in Salesforce
BetterWorld supports only individual donors.
Following the NPSP convention, we create a Household Account for each donor, e.g., “Smith Household”.
Field Mapping: Donors (BetterWorld → Salesforce Contacts)
Donor data from BetterWorld is mapped to Salesforce Contact fields as follows:
BW Field | Salesforce Field | Salesforce Field Type |
First Name | FirstName | Text |
Last Name | LastName | Text |
Text | ||
Optional Fields: |
|
|
BW Donor ID | (Custom - your choice) | Text or Number |
💡 Optional fields can be mapped to a standard Salesforce field or a custom field of your choice.
Field Mapping: Transactions in BetterWorld → Salesforce Opportunities
Transaction data is mapped to Salesforce Opportunity fields as follows:
BW Field | Salesforce Field | Salesforce Field Type |
Campaign Name & Transaction Date | Name | Text |
Total Donation Amount | Amount | Currency |
Transaction Status: “Closed Won” (successful), “Closed Lost” (refunded) | StageName | Picklist |
Transaction Date | CloseDate | Datetime |
Transaction Type (Always “Donation”) | Type | Picklist |
Optional Fields: |
|
|
Donation ID | (Custom - your choice) | Text or Number |
Campaign Type (e.g., auction, donation, tickets, giveaway) | (Custom - your choice) | Text |
Discount Amount | (Custom - your choice) | Currency/Number |
Discount Code Name | (Custom - your choice) | Text |
Refund Amount | (Custom - your choice) | Currency/Number |
Refund Date | (Custom - your choice) | Date |
In-Platform (Payments processed through BW = true; Offline payments = false) | (Custom - your choice) | Boolean |
Frequency Options (one-time, monthly, annual) | (Custom - your choice) | Text or Picklist |
💡 Optional fields allow for greater customization and flexibility when mapping to Salesforce. You can select a standard field or create a custom one to suit your needs.