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/commitments

Resource example:

1https://yourInstance.salesforce.com/services/data/v67.0/connect/fundraising/commitments

Available version: 60.0

HTTP methods: POST

Request body for POST

You can pass the campaign, donor, and designation IDs in an externalId object containing fieldName and fieldValue.

Note

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
processing​Options Processing Options Details Input Options for donor matching process and gift validation pausing. Optional 60.0

Response body for POST: Create Commitment