Fundraising Business APIs

To use the Fundraising Business Process APIs:

• Enable Fundraising in your org.
• Enable donor matching method. See Configure Fundraising Settings. See the FundraisingConfig object to know about the donor matching method details.
• Selet a default gift designation. See Gift Designation.
• Configure the duplicate and matching rules for the Account and Contact objets, Or set Duplicate Matching in Settings to No Matching. See Customize Duplicate Management.

The Fundraising Business Process APIs help teams create strong integrations using industry-standard tools. Use the Salesforce composite Fundraising BP API to send a single complex payload instead of making multiple calls using multiple APIs to various objects. Developer-friendly APIs don’t require a detailed and complete understanding of the NPC data model, greatly simplifying integrations. These APIs offer scalability and flexibility through features like automatic record matching, batch processing, bulk operations, and dynamic data mapping. Five robust endpoints are currently available to:

• Create bulk gift transactions with related donor and designations

• Create bulk gift commitments with related donor, schedule, and default designations

• Modify the future recurring schedule on a gift commitment

• Apply payment update metadata to gift transactions and future gift commitment installments

The Fundraising Business Process APIs are available as a standard Salesforce Connect API REST endpoint as well as through Apex.

To understand the architecture, authentication, rate limits, and how the requests and responses work, see Connect REST API Developer Guide.

To use Business APIs on the Postman API platform, see the Postman collection for Fundraising.