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/giftsResource example:
1https://yourInstance.salesforce.com/services/data/v67.0/connect/fundraising/giftsAvailable 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 "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 |
| processingOptions | Processing Options Details Input | Options for donor matching process and gift validation pausing. | Optional | 60.0 |
Response body for POST: Create Gift