Lead
Key Concepts
Default Integration Behavior
- No Integration: WeGive does not sync Marketing Contacts, or any other data, to the Salesforce Lead object. The integration contains no read or write path for Leads.
- Contact-Focused: All related objects (including Campaign Members) are linked to Contact or Account records. Marketing contacts in WeGive are excluded from the Contact push.
- Not Configurable: Lead sync cannot be enabled through the field mapping UI or the managed package. Supporting Leads would require changes to the integration itself.
Integration Philosophy
Strategic Decision
WeGive has made a deliberate choice not to integrate with Leads for several key reasons:- CRM Optimization
- Prevents unnecessary data accumulation in Salesforce
- Maintains Salesforce as a relationship-focused CRM
- Avoids bloating contact records with marketing data
- Cost Management
- Reduces Salesforce data storage costs
- Prevents dramatic increases in data costs
- Optimizes Salesforce performance
- Data Architecture
- Aligns with Salesforce’s design as a CRM (not CDP)
- Maintains focus on manually created, relationship-based data
- Preserves Leads for marketing tool integration
Alternative Approach
Instead of Lead integration, WeGive recommends:- Lightning Web Component
- Provides access to marketing contact data
- Avoids Salesforce data storage costs
- Prevents contact record bloat
- Maintains clean data architecture
- Contact-First Strategy
- Focuses on relationship-based communications
- Maintains data quality in Salesforce
- Aligns with CRM best practices