Adjustments (Promotional Transfers)
When a promotional adjustment or transfer is made in the Pure Charity platform an Opportunity record will be created in the Salesforce instance following the mapping bellow.
Opportunity
| Label | API Name | Type | Description |
|---|---|---|---|
| Pure Charity ID | purecharity__Id__c |
Text(255) (External ID) (Unique Case Sensitive) | Internal Pure Charity ID |
| Opportunity Name | Name |
Text(120) | A combination of Source Campaign (if provided), Amount, Destination Campaign, Type and Close Date separated by a dash (i.e.: "Some Fundraiser - 300.00 - Another Fundraiser - Promotional Transfer - 2017-02-03") |
| Primary Campaign Source | Campaign |
Lookup(Campaign) | Destination Campaign |
| Opportunity Record Type | RecordType |
Record Type | "Pure Charity Adjustment" |
| Amount | Amount |
Currency(16, 2) | Adjustment amount |
| Stage | StageName |
Picklist | "Closed Won" |
| Close Date | CloseDate |
Date | Adjustment date |
| Probability (%) | Probability |
Percent(3, 0) | "100%" |
| Description | Description |
Long Text Area(32000) | Adjustment description |
| Type | Type |
Picklist | "Promotional Adjustment" or "Promotional Transfer" |
| Transfer Source | purecharity__TransferSource__c |
Lookup(Campaign) | Source transfer campaign (if provided) |
| Donation Notes | purecharity__Notes__c |
Long Text Area(32768) | Field Partner notes |