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?
BetterWorld data | Salesforce object |
Donor Data | Contact |
Transaction Data | Opportunity |
By convention, donor data maps to the Contact object and transaction data maps to the Opportunity object. This works whether or not your org has Salesforce's Non-profit Success Pack (NPSP) installed, and it's also compatible with Salesforce Nonprofit Cloud.
Please Note: BetterWorld only supports individual donors, so when we create a new donor, we also create a Household Account in Salesforce for that donor, following NPSP convention (for example, "Hunter Household"). The Opportunity is then attached to both the Household Account and the Contact.
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 | ||
Address (line 1/2, city, state, zip, country) | Mailing Address fields (MailingStreet, MailingCity, MailingState, MailingPostalCode, MailingCountry) | Text |
Optional Fields: |
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|
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: |
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|
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.
Please Note: Quarterly-frequency donations aren't yet supported in the Salesforce sync, unlike some of BetterWorld's other CRM integrations.