Salesforce Mapping INFOGRAPHIC - Draft 2

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