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.

Gifts Transactions (POST)

Create gift transactions with related new or matched donor, optional transaction designations, and payment-instrument metadata. This API supports custom fields for the donor account and gift transaction.

Resource:

1/connect/fundraising/gifts

Resource example:

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

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  "gifts": [
11    {
12      "amount": 150.25,
13      "currencyIsoCode": "USD",
14      "receivedDate": "2024-07-06",
15      "donorCoverAmount": 0.25,
16      "transactionStatus": "Unpaid",
17      "commitmentId": "00x324303243fsfd",
18      "paymentIdentifier": "1234",
19      "gatewayTransactionFee": 0.75,
20      "processorTransactionFee": 0.45,
21      "processorReference": "cls-1247586928747",
22      "gatewayReference": "102656693ac3ca6e0cdafbfe89ab99",
23      "lastGatewayResponseCode": "invalid_cvc",
24      "lastGatewayErrorMessage": "The card's security code is invalid. Check the card's security code or use a different card.",
25      "lastGatewayProcessedDateTime": "2023-07-06T21:57:51Z",
26      "campaign": {
27        "id": "701y0030d0zk6t06f4"
28      },
29      "outreachSourceCode": {
30        "id": "0gx000d0d0d0FD",
31        "sourceCode": "AnimalEmailCampaign2023"
32      },
33      "donor": {
34        "donorType": "individual",
35        "id": "0015500000WO1ZiAAL",
36        "firstName": "Daniel",
37        "lastName": "Chavez",
38        "phone": "510-432-1234",
39        "email": "danielchavez@salesforce.com",
40        "address": [
41          {
42            "street": "123 Main Street",
43            "city": "Oakland",
44            "state": "CA",
45            "postalCode": "94610",
46            "country": "US"
47          }
48        ],
49        "accountCustomFields": [
50          {
51            "fieldName": "string",
52            "fieldValue": "string"
53          }
54        ]
55      },
56      "paymentInstrument": {
57        "type": "credit card",
58        "accountHolderName": "Daniel Chavez",
59        "expiryMonth": "10",
60        "expiryYear": "2026",
61        "last4": "4321",
62        "cardBrand": "Diners club",
63        "bankName": "chase",
64        "digitalWalletProvider": "Diner's Club",
65        "bankAccountHolderType": "primary",
66        "bankAccountType": "checking",
67        "bankAccountNumber": "123456",
68        "bankCode": "HBUK",
69        "gatewayName": "Gateway",
70        "processorName": "centpro",
71        "processorPaymentReference": "string",
72        "gatewayReference": "string"
73      },
74      "designations": [
75        {
76          "designationId": "0gd0030f0303024",
77          "percent": 10,
78          "amount": 150.25
79        }
80      ],
81      "giftTransactionCustomFields": [
82        {
83          "fieldName": "string",
84          "fieldValue": "string"
85        }
86      ]
87    }
88  ]
89}

Properties

Name Type Description Required or Optional Available Version
gifts Create Gift Request Input[] Details of the request to create the gift. 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 Gift