Donor mapping gives you the ability to map donors to donors in Salesforce.

This is useful when the integration is unable to find the matching donor in Salesforce because of a difference in name or other key information that prevents an exact match.

Rather than dealing with duplicate records being created on a regular basis you can manually map that donor to the correct Salesforce donor by specifying the Salesforce ID value for that record.

To configure Donor mapping, follow these steps.

  1. Follow the steps to get to the location settings.

  2. Click the desired location's Connect Donors button.

3. Search for the Donor by any combination of first name, last name or email address.

4. For each record you wish to map, enter in the Salesforce donor id and then click 'Update Donor Mappings' to save any changes.

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