Boost recurring donations this giving season with the upsell prompt!When Soapbox sends donation data to Salesforce Nonprofit Cloud (NPC) Fundraising, Campaign and Outreach Source Code values are included with the Gift Transaction if these have been assigned by the admin to the Donations app page. These values are used for fundraising attribution and reporting.
Some organizations expect this process to automatically create Campaign Member records for the donor. In Nonprofit Cloud Fundraising, that is not the default behavior.
Expected Behavior
Salesforce Nonprofit Cloud uses a fundraising-specific data model:
Campaigns represent a fundraising initiative
Outreach Source Codes represent individual appeals within that campaign
Gift Transactions store attribution to the Campaign and Outreach Source Code
When a donation is recorded by Soapbox with NPC and processed through the NPC's Fundraising Business Process API:
✅ The Gift Transaction is linked to the correct Campaign
✅ The Gift Transaction is linked to the correct Outreach Source Code
✅ The donation is included in campaign performance reporting
However:
❌ Salesforce does not automatically create Campaign Member records
❌ Salesforce does not automatically create a direct “recipient” relationship between the donor and the Outreach Source Code
This is standard, expected behavior in Nonprofit Cloud Fundraising.
Campaign Members are optional in this model and are not required for gift attribution or fundraising reporting.
When Campaign Members Are Needed
Some organizations choose to create Campaign Members for operational reasons, such as:
marketing or outreach workflows
legacy reporting models
integrations that rely on Campaign Member data
If Campaign Members are required, they must be created through a custom Salesforce automation (for example, a Flow or Apex process). This is separate from the Fundraising Business Process API and is not handled automatically by Salesforce.
Summary
Soapbox sends Campaign and Outreach Source Code data to Salesforce. The absence of Campaign Member records is not an error — it reflects how Nonprofit Cloud Fundraising is designed to work.
Organizations that need Campaign Members can add optional automation, but this is not required for standard fundraising attribution or reporting.