FundraisingConfig

Represents a collection of settings to configure Fundraising. This object is available in API version 59.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported SOAP API Calls

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Supported REST API Methods

DELETE, GET, HEAD, PATCH, POST, Query

Special Access Rules

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

Fields

Field	Details
DeveloperName	Type string Properties Create, Filter, Group, Sort, Update Description The unqiue name for FundraisingConfig.
DonorExternalIdField	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The field that's used as the external ID for donor lookup during gift entry. Donor name is the default lookup. This field is available from API version 62.0 and later.
DonorMatchingMethod	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the donor matching method that's used as the default method for the Business Process API. Possible values are: `Duplicate_Management_Rules`—Duplicate Management Rules `No_Matching`—No Matching The default value is `Duplicate_Management_Rules`.
FailedTransactionCount	Type int Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The count of consecutively failed transactions before the gift commitment status is changed to Failing. If set to 0, the status is never auto-changed to Failing.
HouseholdSoftCreditRole	Type string Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The soft credit role that's assigned to members of the donor's household.
InstallmentExtDayCount	Type int Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The number of days before or after the scheduled gift transaction due date for the gift to appear in Gift Entry as a match to fulfill an open gift transaction.
IsHshldSoftCrAutoCrea	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether soft credits are automatically created for household members (`true`) or not (`false`) when the donor donates.
Language	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The language of the FundraisingConfig Possible values are: `da`—Danish `de`—German `en_US`—English `es`—Spanish `es_MX`—Spanish (Mexico) `fi`—Finnish `fr`—French `it`—Italian `ja`—Japanese `ko`—Korean `nl_NL`—Dutch `no`—Norwegian `pt_BR`—Portuguese (Brazil) `ru`—Russian `sv`—Swedish `th`—Thai `zh_CN`—Chinese (Simplified) `zh_TW`—Chinese (Traditional)
LapsedUnpaidTrxnCount	Type int Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The count of consecutive unpaid transactions before the gift commitment status is changed to Lapsed. If set to 0, the status is never auto-changed to Lapsed.
MasterLabel	Type string Properties Create, Filter, Group, Sort, Update Description Label for the FundraisingConfig. In the UI, this field is Application Record Type Configuration.
NamespacePrefix	Type string Properties Filter, Group, Nillable, Sort Description The namespace prefix associated with this object. Each Developer Edition organization that creates a managed package has a unique namespace prefix. Limit: 15 characters. You can refer to a component in a managed package by using the `namespacePrefix__componentName` notation. The namespace prefix can have one of the following values: In Developer Edition organizations, the namespace prefix is set to the namespace prefix of the organization for all objects that support it. There is an exception if an object is in an installed managed package. In that case, the object has the namespace prefix of the installed managed package. This field’s value is the namespace prefix of the Developer Edition organization of the package developer. In organizations that are not Developer Edition organizations, NamespacePrefix is only set for objects that are part of an installed managed package. There is no namespace prefix for all other objects.
OutreachSourceCodeGenFmla	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The outreach source code generation formula that's composed of the selected formula components. Available in API version 63.0 and later.
ShouldClosePaidRcrCmt	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether to automatically close a recurring gift commitment when it has no ongoing or future schedule, and no unpaid transaction (`true`) or not (`false`).
ShouldCreateRcrSchdTrxn	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the next transaction in a recurring schedule is automatically created (`true`) or not (`false`).
UtmCampaignSrcObj	Type string Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The UTM code of the campaign for which the donation was received. This field is available from API version 60.0 and later.
UtmCampaignSrcObjField	Type string Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The UTM code of the campaign for which the donation was received. This field is available from API version 60.0 and later.
UtmMediumSrcObj	Type string Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The UTM code of the outreach message channel from which the donation originated. This field is available from API version 60.0 and later.
UtmMediumSrcObjField	Type string Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The UTM code of the outreach message channel from which the donation originated. This field is available from API version 60.0 and later.
UtmSourceSrcObj	Type string Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The UTM code of the source from which the donation originated. This field is available from API version 60.0 and later.
UtmSourceSrcObjField	Type string Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description The UTM code of the source from which the donation originated. This field is available from API version 60.0 and later.

Nonprofit Cloud Developer Guide

FundraisingConfig

Supported SOAP API Calls

Supported REST API Methods

Special Access Rules

Fields