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 (POST)
Create recurring gift commitments and schedules, along with associated new or matched
donor. Customize fields for donor accounts, gift commitments, and schedules.
Resource:
1/connect/fundraising/commitmentsResource example:
1https://yourInstance.salesforce.com/services/data/v67.0/connect/fundraising/commitmentsAvailable version: 60.0
HTTP methods: POST
Request body for POST
JSON example
1{
2 "processingOptions": {
3 "donorOptions": {
4 "defaultUpdateLogic": "update_all"
5 },
6 "disableGiftTransactionValidations": true,
7 "disableGiftCommitmentValidations": true,
8 "disableGiftCommitmentScheduleValidations": true
9 },
10 "commitments": [
11 {
12 "amount": 150.25,
13 "type": "pledge",
14 "currencyIsoCode": "USD",
15 "transactionPeriod": "monthly",
16 "transactionInterval": 3,
17 "transactionDay": "5",
18 "startDate": "2024-07-06",
19 "endDate": "2024-07-06",
20 "campaign": {
21 "id": "701y0030d0zk6t06f4"
22 },
23 "outreachSourceCode": {
24 "id": "0gx000d0d0d0FD",
25 "sourceCode": "AnimalEmailCampaign2023"
26 },
27 "donor": {
28 "donorType": "individual",
29 "id": "0015500000WO1ZxxAL",
30 "organizationName": "mini cat town",
31 "firstName": "Daniel",
32 "lastName": "Chavez",
33 "phone": "510-432-9876",
34 "email": "d.chavez.com",
35 "address": [
36 {
37 "street": "123 Main Street",
38 "city": "Oakland",
39 "state": "CA",
40 "postalCode": "94610",
41 "country": "US"
42 }
43 ],
44 "accountCustomFields": [
45 {
46 "fieldName": "string",
47 "fieldValue": "string"
48 }
49 ]
50 },
51 "paymentInstrument": {
52 "type": "Credit Card",
53 "accountHolderName": "Daniel Chavez",
54 "expiryMonth": "10",
55 "expiryYear": "2026",
56 "last4": "4321",
57 "cardBrand": "Diner's Club",
58 "bankName": "chase",
59 "digitalWalletProvider": "EwalletProvider",
60 "bankAccountHolderType": "primary",
61 "bankAccountType": "checking",
62 "bankAccountNumber": "123456",
63 "bankCode": "HBUK",
64 "gatewayName": "Gateway",
65 "processorName": "Centpro",
66 "processorPaymentReference": "string",
67 "gatewayReference": "string"
68 },
69 "designations": [
70 {
71 "designationId": "0gd0030f0303024",
72 "percent": 10
73 }
74 ],
75 "firstTransaction": {
76 "amount": 150.25,
77 "receivedDate": "2024-07-06",
78 "donorCoverAmount": 0.25,
79 "transactionStatus": "Unpaid",
80 "gatewayTransactionFee": 0.75,
81 "processorTransactionFee": 0.45,
82 "processorReference": "cls-1247586928747",
83 "gatewayReference": "102656693ac3ca6e0cdafbfe89ab99",
84 "lastGatewayResponseCode": "invalid_cvc",
85 "lastGatewayErrorMessage": "The card's security code is invalid. Check the card's security code or use a different card.",
86 "lastGatewayProcessedDateTime": "2023-07-06T21:57:51Z"
87 },
88 "giftCommitmentCustomFields": [
89 {
90 "fieldName": "string",
91 "fieldValue": "string"
92 }
93 ],
94 "giftCommitmentScheduleCustomFields": [
95 {
96 "fieldName": "string",
97 "fieldValue": "string"
98 }
99 ],
100 "giftTransactionCustomFields": [
101 {
102 "fieldName": "string",
103 "fieldValue": "string"
104 }
105 ]
106 }
107 ]
108}Properties
| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| commitments | Create Commitment Request Input[] | Details of the request to create the commitment. Limited to 100 commitments in a single request. |
Required | 60.0 |
| processingOptions | Processing Options Details Input | Options for donor matching process and gift validation pausing. | Optional | 60.0 |
Response body for POST: Create Commitment