Map Custom Fields to Use During Gift Entry in Nonprofit

Easily track and report on gift data by adding custom fields to the Gift Entry page. Capture additional information about gifts, such as a donor’s preferred communication method and the purpose of the gift.

1. From Setup, in the Quick Find box, enter Fundraising, and under Fundraising Settings, select Gift Entry.
2. Click Add Source Field.
   The Select Source Fields page shows the custom fields available for selection. If there are no custom fields on the Gift Entry object, then this page is empty. If you recently added custom fields, but they aren’t appearing, wait for 15 minutes or log out and log back in to see the mapped fields.
3. Select the fields that you want to use during gift entry, and click Next.
   Make sure the fields you select are not marked as required in the field properties.
   The Source Field column in the Field Mapping table shows the selected custom fields.
4. Select the destination object that you want to map the source field value to.
5. Select the destination field that you want to map the source field value to.
   Only the fields of the same data type as the source field are available for selection. These field types are available.

   • Checkbox
   • Currency
   • Date
   • Email
   • Number
   • Percent
   • Phone
   • Single Pick List
   • Text
   • TextArea
   • URL

   

   Note Two different field mappings can't use the same destination field. You can't map a source field more than once. Each mapping must use unique destination and source fields.
6. To set the order in which the fields appear during gift entry, use the arrows in the Order column.
7. To see the mapped fields on the Gift Entry setup page, save your work and refresh Salesforce.
   The Manage Gift Entries flow adds the mapped fields to the Additional Fields section on the gift entry form.
8. To change your custom field mappings, from Setup, in the Quick Find box, enter Fundraising, and under Fundraising Settings, select Gift Entry.