GiftEntry

Represents gifts created individually or in a batch before they're processed and logged in their target records. After processing, these records serve as an audit trail for gift transactions. This object is available in API version 59.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

Fields

CampaignId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The campaign that's associated with the gift entry.

    This field is a relationship field.

  • Relationship Name: Campaign
  • Relationship Type: Lookup
  • Refers To: Campaign

CheckDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date on the check that is used as the payment method for the gift.

City

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The city where the donor resides.

Country

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The country where the donor resides.

CurrencyIsoCode

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Identifies the currency used for the gift transaction.
    Valid value is:
    • USD—U.S. Dollar

    Available in API version 61.0 and later.

  • Default value: USD

DonorCoverAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The fee amount that a donor pays in addition to the gift amount.

DonorId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The person, household, or organization account associated with the gift.

    This field is a relationship field.

  • Relationship Name: Donor
  • Relationship Type: Lookup
  • Refers To: Account

EffectiveStartDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date from when the commitment is in effect. Available in API version 61.0 and later.

Email

  • Type: email
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The email of the donor.

ExpectedEndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the total amount of the commitment is expected to be paid. Available in API version 61.0 and later.

ExpiryMonth

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The month of the credit card expiration date. This field is available from API version 60.0 and later.

ExpiryYear

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The year of the credit card expiration date. This field is available from API version 60.0 and later.

FirstName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The first name of the donor.

GiftAmount

  • Type: currency
  • Properties: Create, Filter, Sort, Update
  • Description: The amount of the gift.

GiftBatchId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The parent gift batch that's associated with the gift entry.

    This field is a relationship field.

  • Relationship Name: GiftBatch
  • Relationship Type: Lookup
  • Refers To: GiftBatch

GiftCommitmentId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The gift commitment that's associated with the gift entry.

    This field is a relationship field.

  • Relationship Name: GiftCommitment
  • Relationship Type: Lookup
  • Refers To: GiftCommitment

GiftDesignation1Amount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount to be allocated to designation 1.

GiftDesignation1Id

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the designation 1 to which the gift amount is to be allocated.

    This field is a relationship field.

  • Relationship Name: GiftDesignation1
  • Relationship Type: Lookup
  • Refers To: GiftDesignation

GiftDesignation1Percent

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The percentage of gift amount to be allocated to designation 1 if the direct amount isn’t being allocated.

GiftDesignation2Amount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount to be allocated to designation 2.

GiftDesignation2Id

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the designation 2 to which the gift amount is to be allocated.

    This field is a relationship field.

  • Relationship Name: GiftDesignation2
  • Relationship Type: Lookup
  • Refers To: GiftDesignation

GiftDesignation2Percent

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The percentage of gift amount to be allocated to designation 2 if the direct amount isn’t being allocated.

GiftDesignation3Amount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount to be allocated to designation 3.

GiftDesignation3Id

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the designation 3 to which the gift amount is to be allocated.

    This field is a relationship field.

  • Relationship Name: GiftDesignation3
  • Relationship Type: Lookup
  • Refers To: GiftDesignation

GiftDesignation3Percent

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The percentage of gift amount to be allocated to designation 3 if the direct amount isn’t being allocated.

GiftProcessingResult

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The processing result of the gift entry record.

GiftDesignationInformation

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Details about the gift designation such as the designation name, amount, or percentage of the gift that's allocated to the designation.

    Available in API version 66.0 and later.

GiftProcessingStatus

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the processing status of the gift entry.
  • Default value: New
  • Possible values:
    • Failure
    • New
    • Success

GiftReceivedDate

  • Type: date
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The date when the gift is received.

GiftTransactionId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The gift transaction that's associated with the gift entry.

    This field is a relationship field.

  • Relationship Name: GiftTransaction
  • Relationship Type: Lookup
  • Refers To: GiftTransaction

GiftType

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Specifies the type of gift that's associated with the gift entry.
  • Default value: Individual
  • Possible values:
    • Individual
    • Organizational

HomePhone

  • Type: phone
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The home phone number of the donor.

IsAutoCreateHousehold

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether, if there is no existing household, a new household is automatically created for the donor account associated with the gift entry (true) or not (false).

    Available in API version 68.0 and later.

  • Default value: false

IsNewRecurringGift

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the gift is a new recurring gift commitment (true) or not (false).

    Available in API version 61.0 and later.

  • Default value: false

IsSetAsDefault

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the values in the gift entry are used as default values in other gift entries of the gift batch or not.
  • Default value: false

Last4

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The last 4 digits of the credit card or bank account. This field is available from API version 60.0 and later.

LastName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The last name of the donor.

LastProcessedDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the gift entry was last processed.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate isn’t null, the user accessed this record or list view.

MobilePhone

  • Type: phone
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The mobile number of the donor.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the gift entry record.

OrganizationName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the donating organization that's associated with the gift entry.

OutreachSourceCodeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The outreach source code that's associated with the campaign for the gift entry record.

    This field is a relationship field.

  • Relationship Name: OutreachSourceCode
  • Relationship Type: Lookup
  • Refers To: OutreachSourceCode

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the owner of this object. ID of the creator of this object.

    This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

PaymentIdentifier

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The identifier of the payment method for the gift, such as check number, transaction order number, merchant order number.

PaymentMethod

  • Type: picklist
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Specifies the payment method used for this gift.
  • Possible values:
    • ACH
    • Asset
    • Cash
    • Check
    • Credit Card
    • Cryptocurrency
    • In-Kind
    • PayPal
    • Stock
    • Unknown
    • Venmo

PostalCode

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The postal code from the donor's address.

Salutation

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the honorific abbreviation, word, or phrase to be used in front of the donor's name in greetings, such as Dr. or Mrs.
  • Possible values:
    • Dr.
    • Mr.
    • Mrs.
    • Ms.
    • Mx.
    • Prof.

SoftCreditInformation

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The information about the soft credit, such as the name of the soft creditor, role, and amount or percentage of soft credit allocated to the soft creditor.

State

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the state or province where the donor resides.

Street

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The street details from the donor's address.

TotalTransactionFeeAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total transaction fees charged by the payment processor for the gift. For example, application fees, processing fees.

TransactionDay

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the day of the month to create gift transaction in the future for a monthly transaction period. If you select the day as 29 or 30, the gift transaction will be created on the last day for months that don't have that many days.

    Valid values are: numerals 1–30 and LastDay (of the month)

    Available in API version 61.0 and later.

  • Default value: 1

TransactionInterval

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The interval of running the gift commitment schedule. The transaction period and interval define how the schedule is run. For example, if the transaction period is monthly and transaction interval is 3, the schedule is run after every three months. Available in API version 61.0 and later.

TransactionPeriod

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The period for which the gift commitment schedule is run. The transaction period and frequency define how the schedule is run. For example, if the transaction period is monthly and transaction frequency is 3, the schedule is run after every three months.

    Available in API version 61.0 and later.

  • Default value: Monthly
  • Possible values:
    • Custom
    • Daily
    • Monthly
    • Weekly
    • Yearly

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

GiftEntryChangeEvent
Change events are available for the object.
GiftEntryFeed
Feed tracking is available for the object.
GiftEntryHistory
History is available for tracked fields of the object.
GiftEntryOwnerSharingRule
Sharing rules are available for the object.
GiftEntryShare
Sharing is available for the object.