Salesforce Integration Data Documentation (Field Mapping)

Definitions of what data fields are synced to Salesforce via the integration, including what fields you can map.

User Data

When you enable syncing of data back to Salesforce from Virtuous Volunteer (by clicking Enable Custom Syncing on the Export Data/Syncing tab), there are default values (values that you have not specially mapped with the mapping tool) that are exported back to Salesforce are as follows, as well as options to map and send additional user data:

• Default User Data that is synced from Virtuous Volunteer to Salesforce:
  • Virtuous Volunteer User First Name = SF Contact First Name
  • Virtuous Volunteer User Last Name = SF Contact Last Name
  • Virtuous Volunteer User Email Address = SF Contact Email Address (this is the unique identifier for a Virtuous Volunteer user)
• Options in the Mapping Tool include:
  • Virtuous Volunteer User Gender = SF Contact Gender
  • Virtuous Volunteer User Birthday = SF Contact Birthday

Note that you can change the default value syncing using the mapping tool to send the Virtuous Volunteer value to a different contact field in SF.

Volunteer Opportunity/Serving Date Data

Our Salesforce integration offers you the ability to create Volunteer Opportunity/Serving Date records into Salesforce if you have added the Volunteers for Salesforce App in the Salesforce App Launcher. When you enable the V4S Integration in the Export Data/Syncing tab in the Virtuous Volunteer-Salesforce Integration, the following records will begin to be synced back to Salesforce every 15 minutes. Note that Volunteer Participation Data (see section below) only sends once the Virtuous Volunteer Serving Date is complete (ends).

• A new Salesforce Campaign will be created by each Virtuous Volunteer Opportunity that completes (meaning that one of the Opportunity's Serving Date ends).
  
  • Virtuous Volunteer Opportunity = Salesforce Campaign (Default). Data Synced from Virtuous Volunteer to create SF Campaign:
    • Virtuous Volunteer Opportunity Name = SF Campaign Name
    • Virtuous Volunteer Opportunity Description = SF Campaign Description
• Within the newly created Salesforce Campaign a Salesforce Volunteer Job will be created for each Serving Date that completes (ends).
  • Virtuous Volunteer Volunteer Role/Item = Salesforce Volunteer Job. Data Synced from Virtuous Volunteer to create SF Volunteer Job:
    • Virtuous Volunteer Serving Date Role/Item Name = SF VolunteerJob Name
      • If you have multiple Roles/Items on 1 Serving Date, a different Volunteer Job will be created for each Role/Item.
    • Virtuous Volunteer Opportunity Address = SF Volunteer Job Address
    • Virtuous Volunteer Serving Role/Item Description = SF Volunteer Job Description
    • Virtuous Volunteer Serving Date Role/Item Type (either "Role" or "Item") = SF Volunteer Skills Needed Field
• Within each SF Volunteer Job a Volunteer Shift will be created that will hold the specific data in SF that is synced from Virtuous Volunteer.
  • Data Synced from Virtuous Volunteer to create SF Volunteer Shift:
    • Virtuous Volunteer Serving Date Start Time = SF Volunteer Shift Start Time
    • Virtuous Volunteer Serving Date Duration (number of hours) = SF Volunteer Shift Duration 
    • Virtuous Volunteer Serving Date Role or Item Capacity = SF Volunteer Shift Capacity

Volunteer Participation Data

Once a Participation in Virtuous Volunteer completes (meaning that a Serving Date ends with a volunteer signed up for it), the Integration sends the following data to be stored in Salesforce on behalf of the Virtuous Volunteer User/Salesforce Contact:

• API sends SF Contact ID to know which contact to add participation data
• API sends SF Job ID to know which Job to add participation data
• API sends SF Shift ID to know which Shift to add participation data
• Virtuous Volunteer Serving Date Start Date = SF Volunteer Shift Start Date
• Virtuous Volunteer Serving Date End Date = SF Volunteer Shift End Date
• Virtuous Volunteer Serving Date Volunteer Hours (Virtuous Volunteer defaults this to Serving Date End Date - Start Date, however if the Volunteers Hours are updated separately in the Virtuous Volunteer Admin Dashboard the number of hours would be updated) = SF Volunteer Shift Hours Worked
• Number of Virtuous Volunteer Volunteers on Serving Date/Item Quantity = SF Volunteer Shift Number of Volunteers
• Serving Date Start Date = Shift Planned Start Date
• API sets SF Shift Status = "Confirmed" if volunteer participation is Verified in Virtuous Volunteer, or "Cancelled" if volunteer participation is Volunteer Left/Organizer Rejected or Declined in Virtuous Volunteer, or "Prospect" if volunteer participation is Pending/Organizer Assigned/Pending Guests/Pending Background Check in Virtuous Volunteer.

For more documentation on the V4S tool please click here: https://powerofus.force.com/s/article/V4S-Documentation

For reference, the Campaign-Volunteer Job-Volunteer Shift that exists in V4S is pasted below from the V4S Documentation: