Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Commitments (PATCH)
Modify the data for the schedule, campaign, outreach source code, donor, and payment
instrument on an active gift commitment.
Resource:
1/connect/fundraising/commitments/commitmentIdResource example:
1https://yourInstance.salesforce.com/services/data/v67.0/connect/fundraising/commitments/6gc0000AbCdZF9qAvailable version: 60.0
HTTP methods: PATCH
Request body for PATCH
JSON example
1{
2 "amount": 150.25,
3 "type": "pledge",
4 "transactionInterval": 3,
5 "transactionDay": "5",
6 "startDate": "2024-07-06",
7 "endDate": "2024-07-06",
8 "campaign": {
9 "id": "701y0030d0zk6t06f4"
10 },
11 "outreachSourceCode": {
12 "id": "0gx000d0d0d0FD",
13 "sourceCode": "AnimalEmailCampaign2023"
14 },
15 "processingOptions": {
16 "donorOptions": {
17 "defaultUpdateLogic": "update_all"
18 },
19 "disableGiftTransactionValidations": true,
20 "disableGiftCommitmentValidations": true,
21 "disableGiftCommitmentScheduleValidations": true
22 },
23 "donor": {
24 "donorType": "individual",
25 "organizationName": "ABC Inc.",
26 "firstName": "Daniel",
27 "lastName": "Chavez",
28 "phone": "510-434-8920",
29 "email": "d.chavez@salesforce.com",
30 "address": [
31 {
32 "street": "123 Main Street",
33 "city": "Oakland",
34 "state": "CA",
35 "postalCode": "94610",
36 "country": "US"
37 }
38 ],
39 "accountCustomFields": [
40 {
41 "fieldName": "string",
42 "fieldValue": "string"
43 }
44 ],
45 "paymentInstrument": {
46 "type": "Credit Card",
47 "accountHolderName": "Daniel Chavez",
48 "expiryMonth": "10",
49 "expiryYear": "2026",
50 "last4": "4321",
51 "cardBrand": "Diner's Club",
52 "bankName": "chase",
53 "digitalWalletProvider": "EProvider",
54 "bankAccountHolderType": "primary",
55 "bankAccountType": "checking",
56 "bankAccountNumber": "123456",
57 "bankCode": "HBUK",
58 "gatewayName": "Gateway",
59 "processorName": "Centpro",
60 "processorPaymentReference": "string",
61 "gatewayReference": "string"
62 },
63 "giftCommitmentCustomFields": [
64 {
65 "fieldName": "string",
66 "fieldValue": "string"
67 }
68 ],
69 "giftCommitmentScheduleCustomFields": [
70 {
71 "fieldName": "string",
72 "fieldValue": "string"
73 }
74 ]
75 }
76}Properties
| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| amount | Double | Gift amount of each transaction associated with the gift commitment schedule. | Required | 60.0 |
| campaign | Campaign Details | Campaign that's associated with the gift commitment. | Optional | 60.0 |
| currencyIsoCode | String | Currency ISO code of the gift commitment. | Optional | 60.0 |
| donorId | Donor Details Input | Person, household, or organization account associated with the commitment. | Optional | 60.0 |
| endDate | String | End date of the new schedule for this gift commitment. The format is YYYY-MM-DD. | Optional | 60.0 |
| giftCommitmentCustomFields | Custom Field Details[] | Custom fields of the gift commitment. | Optional | 60.0 |
| giftCommitmentScheduleCustomFields | Custom Field Details[] | Custom fields of the gift commitment schedule. | Optional | 60.0 |
| outreachSourceCode | Outreach Source Code Details | Outreach source code that's associated with the campaign for the gift commitment. | Optional | 60.0 |
| paymentInstrument | Payment Instrument Details | Payment instrument that's used to complete the transaction. | Required | 60.0 |
| processingOptions | Processing Options Details Input | Options for donor matching process and gift validation pausing | Optional | 60.0 |
| startDate | String | Start date of the new schedule for this gift commitment. The format is YYYY-MM-DD. | Required | 60.0 |
| transactionDay | String | Specifies the day of the month to create gift transactions in the future for a monthly transaction period. If you select the day as 29 or 30, the gift transaction is created on the last day for the months that don't have that many days. | Optional | 60.0 |
| transactionInterval | Integer | Transaction interval that's applicable to an incoming transaction in the commitment. | Optional | 60.0 |
| transactionPeriod | String | Transaction period that's applicable to the incoming transaction in the commitment. When type is pledge, this property must be set to Custom. If transactionPeriod is not provided, the default isCustom. | Required | 60.0 |
| type | String | Type of transaction. Possible values are:
|
Optional | 62.0 |
Response body for PATCH: Update Commitment