Configuration Options

All configuration lives under Settings → Integrations → Salesforce Nonprofit Cloud in the WeGive dashboard.

Master controls

Setting	Default	Description
`oauth_enabled`	`false`	Master switch. When off, no sync occurs in either direction.
`login_url`	environment-dependent	`login.salesforce.com` for production, `test.salesforce.com` for sandbox.
`instance_url`	discovered	Set at OAuth callback from Salesforce’s `instance_url`.
`pull_frequency`	`15` (minutes)	How often the scheduled pull job runs.
`api_version`	`v59.0`	Salesforce REST API version. Update when Salesforce releases require it.

Pull / push toggles

Every synced object has independent pull, push, and (where relevant) pull-deleted toggles. All default to true once the integration is enabled.

Object	Push setting	Pull setting	Pull-deleted setting
Donors	`push_donors`	`pull_donors`	`pull_deleted_donors`
Companies	`push_companies`	`pull_companies`	`pull_deleted_companies`
Households	`push_households`	`pull_households`	`pull_deleted_households`
Campaigns	`push_campaigns`	`pull_campaigns`	`pull_deleted_campaigns`
Funds (GiftDesignation)	`push_funds`	`pull_funds`	`pull_deleted_funds`
Transactions	`push_transactions`	`pull_transactions`	`pull_deleted_transactions`
Recurring Donations	`push_scheduled_donations`	`pull_scheduled_donations`	`pull_deleted_scheduled_donations`
Pledges	`push_pledges`	`pull_pledges`	`pull_deleted_pledges`
Soft Credits	`push_soft_credits`	`pull_soft_credits`	—
Campaign Donors	`push_campaign_donors`	`pull_campaign_donors`	—
Refunds	`push_refunds`	`pull_refunds`	—
Merges	—	`pull_merge_contacts`, `pull_merge_accounts`	—

pull_deleted_* controls whether WeGive polls Salesforce’s IsDeleted = true records to soft-delete the corresponding WeGive records.

Sync behavior

Setting	Default	Description
`contacts_with_emails_only`	`false`	Skip Person Accounts that have no `PersonEmail`.
`sync_all_recurring_donations`	`true`	When `false`, only `GiftCommitment` records with an active status are pulled.
`send_processing_ach_as_success`	`false`	Treat WeGive ACH transactions in `processing` status as `Paid` when pushing to NPC.

Filter lists

These JSON-array settings let you scope the pull to a subset of records. Leave them empty (the default) to pull everything.

Setting	Type	Example
`pull_gift_types`	string array	`["Gift", "Pledge Payment"]`
`pull_payment_methods`	string array	`["Credit Card", "ACH"]`
`pull_transaction_statuses`	string array	`["Paid", "Pending"]`
`pull_commitment_statuses`	string array	`["Active", "Paused"]`
`hidden_record_types`	string array	Salesforce record-type IDs to exclude
`login_contact_roles`	string array	Which Account/Contact roles map to a login

Status mapping overrides

WeGive ships with sensible defaults that map NPC’s GiftTransaction.Status and GiftCommitment.Status to WeGive’s transaction and recurring-plan statuses. If your org uses customized picklist values, override the defaults via the dashboard settings:

Override field	What it controls	Default
`status_success`	NPC value treated as `success`	`Paid`
`status_pending`	NPC value treated as `pending`	`Pending`
`status_failed`	NPC value treated as `failed`	`Failed`
`status_cancelled`	NPC value treated as `cancelled`	`Written-Off`

Custom field mapping

Every default field mapping is stored as a NeonMappingRule on the integration. Open a support ticket to add or override a mapping — useful for syncing a custom Salesforce field on GiftTransaction to a custom WeGive donor attribute, for example.