FundraisingConfig

Represents a collection of settings to configure Fundraising. This object is available in API version 59.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported SOAP API Calls

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Supported REST API Methods

DELETE, GET, HEAD, PATCH, POST, Query

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

DeveloperName

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: The unqiue name for FundraisingConfig.

DonorExternalIdField

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The field that’s used as the external ID for donor lookup during gift entry. Donor name is the default lookup. This field is available from API version 62.0 and later.

DonorMatchingMethod

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the donor matching method that’s used as the default method for the Business Process API.
Default value: Duplicate_Management_Rules
Possible values:
- Duplicate_Management_Rules—Duplicate Management Rules
- No_Matching—No Matching

FailedTransactionCount

Type: int
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The count of consecutively failed transactions before the gift commitment status is changed to Failing. If set to 0, the status is never auto-changed to Failing.

HouseholdSoftCreditRole

Type: string
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The soft credit role that’s assigned to members of the donor’s household.

HshdSoftCreditExclFormula

Type: textarea
Properties: Create, Nillable, Update
Description: The boolean formula that defines which household accounts are excluded from the creation of soft credits.

Available in API version 68.0 and later.

InstallmentExtDayCount

Type: int
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The number of days before or after the scheduled gift transaction due date for the gift to appear in Gift Entry as a match to fulfill an open gift transaction.

IsHshldSoftCrAutoCrea

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether soft credits are automatically created for household members (true) or not (false) when the donor donates.

IsNextGenCmtPrcsParallel

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether NextGen Commitment Processing runs batch jobs in parallel (true, the default) or not (false).

Available in API version 67.0 and later.

Language

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The language of the FundraisingConfig
Possible values:
- da—Danish
- de—German
- en_US—English
- es—Spanish
- es_MX—Spanish (Mexico)
- fi—Finnish
- fr—French
- it—Italian
- ja—Japanese
- ko—Korean
- nl_NL—Dutch
- no—Norwegian
- pt_BR—Portuguese (Brazil)
- ru—Russian
- sv—Swedish
- th—Thai
- zh_CN—Chinese (Simplified)
- zh_TW—Chinese (Traditional)

LapsedUnpaidTrxnCount

Type: int
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The count of consecutive unpaid transactions before the gift commitment status is changed to Lapsed. If set to 0, the status is never auto-changed to Lapsed.

MasterLabel

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: Label for the FundraisingConfig. In the UI, this field is Application Record Type Configuration.

NamespacePrefix

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The namespace prefix associated with this object. Each Developer Edition organization that creates a managed package has a unique namespace prefix. Limit: 15 characters. You can refer to a component in a managed package by using the NAMESPACE_PREFIX__COMPONENT_NAME notation. The namespace prefix can have one of the following values:
- In Developer Edition organizations, the namespace prefix is set to the namespace prefix of the organization for all objects that support it. There is an exception if an object is in an installed managed package. In that case, the object has the namespace prefix of the installed managed package. This field’s value is the namespace prefix of the Developer Edition organization of the package developer.
- In organizations that are not Developer Edition organizations, NamespacePrefix is only set for objects that are part of an installed managed package. There is no namespace prefix for all other objects.

NextGenCmtPrcsBatchSize

Type: int
Properties: Defaulted on create, Filter, Group, Nillable, Sort
Description: The maximum batch size that NextGen Commitment Processing can run.

Available in API version 67.0 and later.

NextGenCmtPrcsMaxThreads

Type: int
Properties: Defaulted on create, Filter, Group, Nillable, Sort
Description: The maximum number of parallel threads that NextGen Commitment Processing can run.

Available in API version 67.0 and later.

OutreachSourceCodeGenFmla

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The outreach source code generation formula that’s composed of the selected formula components.

Available in API version 63.0 and later.

ShouldClosePaidRcrCmt

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether to automatically close a recurring gift commitment when it has no ongoing or future schedule, and no unpaid transaction (true) or not (false).

ShouldCreateRcrSchdTrxn

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the next transaction in a recurring schedule is automatically created (true) or not (false).

UtmCampaignSrcObj

Type: string
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The UTM code of the campaign for which the donation was received. This field is available from API version 60.0 and later.

UtmCampaignSrcObjField

Type: string
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The UTM code of the campaign for which the donation was received. This field is available from API version 60.0 and later.

UtmMediumSrcObj

Type: string
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The UTM code of the outreach message channel from which the donation originated. This field is available from API version 60.0 and later.

UtmMediumSrcObjField

Type: string
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The UTM code of the outreach message channel from which the donation originated. This field is available from API version 60.0 and later.

UtmSourceSrcObj

Type: string
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The UTM code of the source from which the donation originated. This field is available from API version 60.0 and later.

UtmSourceSrcObjField

Type: string
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: The UTM code of the source from which the donation originated. This field is available from API version 60.0 and later.