Boost recurring donations this giving season with the new upsell prompt!The following is a table showing the data mapping of supporter and letter data from the Actions app to Salesforce.
| Data | Salesforce |
|---|---|
| Contact Information: First Name |
Yes - To Lead & mapped to new Contact. Does not update existing Contact. |
| Contact Information: Last Name |
Yes - To Lead & mapped to new Contact. Does not update existing Contact. |
| Contact Information: Email Address |
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. |
| Contact Information: Street, if enabled |
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. |
| Contact Information: City, if enabled |
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. |
| Contact Information: State, if enabled |
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. |
| Contact Information: Zip Code, if enabled |
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. |
| Contact Information: Country, if enabled |
Yes - To Lead & mapped to new Contact and Account. Does not update existing Contact and Account. |
| Lead Information: Newsletter Sign-Up, if enabled |
Yes - To Lead to be mapped according to your newsletter list strategy. |
| Lead Information: Receive Updates Sign-Up, if enabled |
Yes - To Lead. |
| Campaign | Yes - To Lead for inclusion as Campaign Member. On conversion, makes Contact a Campaign Member and associates Opportunity with Campaign |
| Details of emails sent including recipient and contents | "Action JSON" Campaign Member custom field in Soapbox Actions for Salesforce package |