Fields and Objects
Account Object
Standard Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| Name | Text field | Account name identifier | Account Mapping Flow, Donation Mapping Flow |
| Phone | Phone field | Primary phone number for the account | Account Details Helper Flow |
| Website | URL field | Account's primary website URL | Account Details Helper Flow |
| Type | Picklist field | Categorizes the type of account | Account Details Helper Flow |
| Id | ID field | Unique record identifier | Donation Mapping Flow |
Billing Address Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| BillingStreet | Textarea field | Street address for billing | Account Details Helper Flow |
| BillingCity | Text field | City for billing address | Account Details Helper Flow |
| BillingState | Text field | State/Province for billing address | Account Details Helper Flow |
| BillingCountry | Text field | Country for billing address | Account Details Helper Flow |
| BillingPostalCode | Text field | Postal/ZIP code for billing address | Account Details Helper Flow |
Shipping Address Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| ShippingStreet | Textarea field | Street address for shipping | Account Details Helper Flow |
| ShippingCity | Text field | City for shipping address | Account Details Helper Flow |
| ShippingState | Text field | State/Province for shipping address | Account Details Helper Flow |
| ShippingCountry | Text field | Country for shipping address | Account Details Helper Flow |
| ShippingPostalCode | Text field | Postal/ZIP code for shipping address | Account Details Helper Flow |
Custom Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Protect Name (movedata__Protect_Name__c) |
Checkbox field | Prevents automatic updates to the account name when set to true | Account Mapping Flow |
Contact Object
Standard Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| Id | ID field | Unique record identifier | Donation Mapping Flow, Donation Post-Upsert Flow |
| FirstName | Text field (40 characters max) | Contact's first name | Contact Details Helper Flow, Donation Mapping Flow |
| LastName | Text field (80 characters max) | Contact's last name (required field) | Contact Details Helper Flow, Donation Mapping Flow |
| Name | Formula field | Full name combining FirstName and LastName | Donation Mapping Flow |
| Salutation | Picklist field | Contact's title/salutation (Mr., Ms., Dr., etc.) | Contact Details Helper Flow |
| Birthdate | Date field | Contact's birth date | Contact Details Helper Flow |
| Email field (80 characters max) | Primary email address | Contact Details Helper Flow | |
| Phone | Phone field (40 characters max) | Primary phone number | Contact Details Helper Flow |
| HomePhone | Phone field (40 characters max) | Home phone number | Contact Details Helper Flow |
| MobilePhone | Phone field (40 characters max) | Mobile phone number | Contact Details Helper Flow |
| AccountId | Lookup to Account | Links contact to associated account | Get Account ID Helper Flow, Contact Post-Upsert Flow, Donation Mapping Flow |
Mailing Address Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| MailingStreet | Textarea field (255 characters max) | Street address for mailing | Contact Details Helper Flow |
| MailingCity | Text field (40 characters max) | City for mailing address | Contact Details Helper Flow |
| MailingState | Text field (80 characters max) | State/Province for mailing address | Contact Details Helper Flow |
| MailingCountry | Text field (80 characters max) | Country for mailing address | Contact Details Helper Flow |
| MailingPostalCode | Text field (20 characters max) | Postal/ZIP code for mailing address | Contact Details Helper Flow |
Other Address Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| OtherStreet | Textarea field (255 characters max) | Alternative street address | Contact Details Helper Flow |
| OtherCity | Text field (40 characters max) | Alternative city address | Contact Details Helper Flow |
| OtherState | Text field (80 characters max) | Alternative state/province address | Contact Details Helper Flow |
| OtherCountry | Text field (80 characters max) | Alternative country address | Contact Details Helper Flow |
| OtherPostalCode | Text field (20 characters max) | Alternative postal/ZIP code | Contact Details Helper Flow |
NPSP Custom Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Do Not Contact (npsp__Do_Not_Contact__c) |
Checkbox field | Flags contacts who should not be contacted | Contact Mapping Flow |
Home Email (npe01__HomeEmail__c) |
Email field (80 characters max) | Home email address (NPSP field) | Contact Details Helper Flow |
Work Email (npe01__WorkEmail__c) |
Email field (80 characters max) | Work email address (NPSP field) | Contact Details Helper Flow |
Custom Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Protect Name (movedata__Protect_Name__c) |
Checkbox field | Prevents automatic updates to contact names when set to true | Contact Mapping Flow |
Platform Key Objects
Account Platform Key (movedata__Account_Platform_Key__c)
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Platform Key (movedata__Platform_Key__c) |
Text field | Stores external platform identifier | Account Platform Key Flow |
- Object Purpose: Custom Object - Links Account records to external platform identifiers
- Source Flows: Account Platform Key Helper Flow
Contact Platform Key (movedata__Contact_Platform_Key__c)
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Platform Key (movedata__Platform_Key__c) |
Text field | Stores external platform identifier | Contact Platform Key Flow |
- Object Purpose: Custom Object - Links Contact records to external platform identifiers
- Source Flows: Contact Platform Key Helper Flow
Campaign Object
Standard Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| Id | ID field | Unique record identifier | Donation Mapping Flow, Donation Post-Upsert Flow |
| Name | Text field (80 characters max) | Campaign name identifier | Campaign Mapping Flow, Campaign Name Flow, Donation Mapping Flow |
| IsActive | Checkbox field | Indicates if the campaign is currently active | Campaign Mapping Flow |
| Status | Picklist field | Current status of the campaign | Campaign Mapping Flow |
| Type | Picklist field | Categorizes the type of campaign | Campaign Mapping Flow |
| ParentId | Lookup to Campaign | Links to parent campaign for hierarchical campaign structures | Campaign Mapping Flow |
| ExpectedRevenue | Currency field | Target fundraising amount for the campaign | Campaign Mapping Flow |
| StartDate | Date field | Campaign start date | Campaign Mapping Flow |
| EndDate | Date field | Campaign end date | Campaign Mapping Flow |
| Description | Long Text Area field | Detailed campaign description | Campaign Mapping Flow |
Custom Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Platform (movedata__Platform__c) |
Text field | Identifies the external platform or system source | Campaign Mapping Flow |
Platform Key (movedata__Platform_Key__c) |
Text field | Stores unique external platform identifier | Campaign Record Match Flow Flow, Campaign Mapping Flow |
Protect Name (movedata__Protect_Name__c) |
Checkbox field | Prevents automatic updates to the campaign name when set to true | Campaign Mapping Flow, Campaign Name Flow |
Protect Campaign Parent (movedata__Protect_Campaign_Parent__c) |
Checkbox field | Prevents automatic updates to the parent campaign relationship when set to true | Campaign Mapping Flow |
Campaign Code (movedata__Campaign_Code__c) |
Text field | Short code identifier for campaign naming conventions | Campaign Name Flow |
Extension Custom Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Campaign URL (md_npsp_pack__Campaign_URL__c) |
URL field | Stores the web address for online campaign pages | Campaign Mapping Flow |
Fundraising Account (md_npsp_pack__Fundraising_Account__c) |
Lookup relationship to Account object | Associates campaigns with organizational fundraisers | Campaign Mapping Flow |
Fundraising Contact (md_npsp_pack__Fundraising_Contact__c) |
Lookup relationship to Contact object | Identifies individual fundraising champions or coordinators | Campaign Mapping Flow |
Recurring Donation Object (NPSP)
- Object: NPSP Recurring Donation object (
npe03__Recurring_Donation__c) - Purpose: Comprehensive field support for managing recurring donations with platform integration
Standard Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| Id | ID field | Unique record identifier | Donation Record Match Flow, Donation Mapping Flow |
| CurrencyIsoCode | Picklist field (if multi-currency enabled) | Currency code for the recurring donation | Recurring Mapping Flow |
NPSP Legacy Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Amount (npe03__Amount__c) |
Currency field | Recurring donation amount per installment | Recurring Mapping Flow |
Contact (npe03__Contact__c) |
Lookup to Contact | Primary contact for individual recurring donors | Recurring Mapping Flow, Donation Mapping Flow |
Organization (npe03__Organization__c) |
Lookup to Account | Organization for institutional recurring donors | Recurring Mapping Flow |
Date Established (npe03__Date_Established__c) |
Date field | Date the recurring donation was established | Recurring Mapping Flow |
Installment Period (npe03__Installment_Period__c) |
Picklist field | Frequency of recurring payments | Recurring Mapping Flow |
Next Payment Date (npe03__Next_Payment_Date__c) |
Date field | Date of the next expected payment | Recurring Mapping Flow |
Open Ended Status (npe03__Open_Ended_Status__c) |
Picklist field | Whether the recurring donation has an end date | Recurring Mapping Flow |
Recurring Donation Campaign (npe03__Recurring_Donation_Campaign__c) |
Lookup to Campaign | Associated campaign for the recurring donation | Recurring Mapping Flow |
NPSP Enhanced Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Status (npsp__Status__c) |
Picklist field | Current status of the recurring donation | Recurring Mapping Flow |
Start Date (npsp__StartDate__c) |
Date field | Enhanced Recurring Donations start date | Recurring Mapping Flow |
Installment Frequency (npsp__InstallmentFrequency__c) |
Number field | Frequency multiplier for Enhanced Recurring Donations | Recurring Mapping Flow |
Day of Month (npsp__Day_of_Month__c) |
Text field | Preferred day of month for recurring payments | Recurring Mapping Flow |
Extension Custom Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Platform Key (md_npsp__pack__Platform_Key__c) |
Text field (100 characters) | Stores unique identifiers from external donation platforms | Recurring Record Match Flow, Recurring Mapping Flow, Donation Record Match Flow, Donation Mapping Flow |
NPSP Settings Object
Recurring Donations Settings (npe03__Recurring_Donations_Settings__c)
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Enhanced Recurring Donations Enabled (npsp__IsRecurringDonations2Enabled__c) |
Checkbox field | Indicates if Enhanced Recurring Donations (RD2) is enabled | Recurring Mapping Flow |
Opportunity Object
- Object: Standard Opportunity object
- Purpose: Significantly enhanced with comprehensive field support for donations, matching gifts, and financial tracking
Standard Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
| Id | ID field | Unique record identifier | Donation Record Match Flow, Donation Mapping Flow, Donation Post-Upsert Flow |
| Name | Text field (120 characters max) | Opportunity name/title | Donation Mapping Flow, Donation Post-Upsert Flow |
| Amount | Currency field | Donation amount | Donation Record Match Flow, Donation Mapping Flow |
| StageName | Picklist field | Current stage of the donation opportunity | Donation Record Match Flow, Donation Mapping Flow |
| Probability | Percent field | Probability of closing the opportunity | Donation Mapping Flow |
| CloseDate | Date field | Date the donation was completed | Donation Record Match Flow, Donation Mapping Flow |
| Description | Long Text Area field | Detailed description of the donation | Donation Mapping Flow |
| AccountId | Lookup to Account | Account associated with the donation | Donation Mapping Flow |
| RecordTypeId | Lookup to RecordType | Record type for the opportunity | Donation Mapping Flow |
| CampaignId | Lookup to Campaign | Campaign associated with the donation | Donation Mapping Flow |
| IsPrivate | Checkbox field | Marks donation as private/anonymous | Donation Mapping Flow |
NPSP Opportunity Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Primary Contact (npsp__Primary_Contact__c) |
Lookup to Contact | Primary contact associated with the donation | Donation Mapping Flow |
Matching Gift (npsp__Matching_Gift__c) |
Lookup to Opportunity | Links to the original donation being matched | Donation Mapping Flow, Donation Post-Upsert Flow |
Matching Gift Account (npsp__Matching_Gift_Account__c) |
Lookup to Account | Account providing the matching gift | Donation Mapping Flow, Donation Post-Upsert Flow |
Matching Gift Employer (npsp__Matching_Gift_Employer__c) |
Text field | Name of the matching gift employer | Donation Mapping Flow, Donation Post-Upsert Flow |
Matching Gift Status (npsp__Matching_Gift_Status__c) |
Picklist field | Status of the matching gift process | Donation Mapping Flow, Donation Post-Upsert Flow |
Recurring Donation (npe03__Recurring_Donation__c) |
Lookup to npe03__Recurring_Donation__c | Links individual donations to their recurring donation parent | Donation Record Match Flow, Donation Mapping Flow |
Custom Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Platform Key (movedata__Platform_Key__c) |
Text field | Stores unique identifiers from external platforms | Donation Record Match Flow, Donation Mapping Flow |
md_npsp_pack Fee Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Fee (md_npsp_pack__Fee__c) |
Currency field (18 digits, 2 decimal places) | Captures aggregate processing fees before tax calculations | Donation Mapping Flow |
Gateway Fee (md_npsp_pack__Gateway_Fee__c) |
Currency field (18 digits, 2 decimal places) | Tracks payment processor charges (Stripe, PayPal, etc.) | Donation Mapping Flow |
Platform Fee (md_npsp_pack__Platform_Fee__c) |
Currency field (18 digits, 2 decimal places) | Records charges from fundraising platforms or donation management tools | Donation Mapping Flow |
Tax (md_npsp_pack__Tax__c) |
Currency field (18 digits, 2 decimal places) | Captures overall tax amounts on donation-related charges | Donation Mapping Flow |
Gateway Fee Tax (md_npsp_pack__Gateway_Fee_Tax__c) |
Currency field (18 digits, 2 decimal places) | Specific tax calculations on payment gateway charges | Donation Mapping Flow |
Platform Fee Tax (md_npsp_pack__Platform_Fee_Tax__c) |
Currency field (18 digits, 2 decimal places) | Tax calculations specific to platform service charges | Donation Mapping Flow |
Receipt Number (md_npsp_pack__Receipt_Number__c) |
Text field (50 characters) | Stores donation receipt identification numbers | Donation Mapping Flow |
NPSP Payment Object (npe01__OppPayment__c)
- Object Purpose: Tracks individual payment transactions associated with opportunities, particularly important for refund processing and payment tracking
Standard Fields
| Field Name | Type | Purpose | Source Flows |
|---|---|---|---|
Opportunity (npe01__Opportunity__c) |
Master-Detail Relationship to Opportunity | Links payment records to their associated donation opportunity | Donation Mapping Flow |
Payment Amount (npe01__Payment_Amount__c) |
Currency field | Amount of the individual payment transaction | Donation Mapping Flow |
Payment Date (npe01__Payment_Date__c) |
Date field | Date when the payment transaction occurred | Donation Mapping Flow |
Paid (npe01__Paid__c) |
Checkbox field | Indicates whether the payment has been completed | Donation Mapping Flow |