Salesforce to Virtuous CRM+ Mapping
How does my Salesforce data change in Virtuous CRM+?
Salesforce Legacy Data
KEY:
how we transform the data
This diagram offers a visual overview on how your data is likely to map from Salesforce to CRM+. However, your Salesforce tool set may impact these data and mapping decisions.
corresponding CRM+ Data
Relationship
Relationship
Account Record
Volunteer Jobs
Lead
If you track volunteer activity, Volunteer Jobs become Volunteer Opportunities in CRM+.
Salesforce Leads become CRM+ Contacts with a "Prospect" Tag.
Contact
Account
Notes
If Notes are enteredin Salesforce as a way to track past interactions, they also become Notes in CRM+.
Individual
under Contact
Contact
A Contact will become an Individual in CRM+.
Tributes
Recurring Gift
Gift Record
Honoree
If recurring payment not toward a specific amount:
and
Designations
tribute
General Accounting Units (GAUs) or Designations correspond to Projects in CRM+.
Opportunity
Gift
To represent information about your donors:
Notification Recipient
If commitment toward a specific amount:
Soft Credits
and
The Opportunity Contact Role is used to designate Passthrough Givers on Opportunities if their role is 'Soft Credit.'
acknowledgee
Pledge
Depending on the purpose of a Custom Field in Salesforce, it may be mapped to CRM+-native fields or custom fields on several different objects in Virtuous CRM+.
The Rest
CustomFields
If these translate to Contact-level data points in Virtuous:
- Organization Groups
- Tags
- custom fields
- custom collections
If they represent to-dos:
tasks
For miscellaneous contribution information:
If they represent touchpoints:
contact notes
events (attendance on individual records)
If event-related:
premiums
planned gifts
memberships
OR
OR
Campaign
communication
segment
grants
OR
gift asks
To represent how funds were raised:
OR
For more product help: support.virtuous.org
To represent how funds were raised:
OR
Salesforce Mapping INFOGRAPHIC - Draft 2
Virtuous
Created on April 25, 2023
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Transcript
Salesforce to Virtuous CRM+ Mapping
How does my Salesforce data change in Virtuous CRM+?
Salesforce Legacy Data
KEY:
how we transform the data
This diagram offers a visual overview on how your data is likely to map from Salesforce to CRM+. However, your Salesforce tool set may impact these data and mapping decisions.
corresponding CRM+ Data
Relationship
Relationship
Account Record
Volunteer Jobs
Lead
If you track volunteer activity, Volunteer Jobs become Volunteer Opportunities in CRM+.
Salesforce Leads become CRM+ Contacts with a "Prospect" Tag.
Contact
Account
Notes
If Notes are enteredin Salesforce as a way to track past interactions, they also become Notes in CRM+.
Individual
under Contact
Contact
A Contact will become an Individual in CRM+.
Tributes
Recurring Gift
Gift Record
Honoree
If recurring payment not toward a specific amount:
and
Designations
tribute
General Accounting Units (GAUs) or Designations correspond to Projects in CRM+.
Opportunity
Gift
To represent information about your donors:
Notification Recipient
If commitment toward a specific amount:
Soft Credits
and
The Opportunity Contact Role is used to designate Passthrough Givers on Opportunities if their role is 'Soft Credit.'
acknowledgee
Pledge
Depending on the purpose of a Custom Field in Salesforce, it may be mapped to CRM+-native fields or custom fields on several different objects in Virtuous CRM+.
The Rest
CustomFields
If these translate to Contact-level data points in Virtuous:
If they represent to-dos:
tasks
For miscellaneous contribution information:
If they represent touchpoints:
contact notes
events (attendance on individual records)
If event-related:
premiums
planned gifts
memberships
OR
OR
Campaign
communication
segment
grants
OR
gift asks
To represent how funds were raised:
OR
For more product help: support.virtuous.org
To represent how funds were raised:
OR