Create Fields and Connect Them with Advanced Mapping

Understand the Staging Object

In this step, you create a field and use Advanced Mapping to make it available for Gift Entry. But, first, take a moment to review the NPSP Data Import object.

NPSP Data Import records hold information before it is imported to permanent homes in target object records such as contacts, accounts, and opportunities. Your data is safely stored in Salesforce, and your target records are safe from being changed until you’re sure the data is correct.

The NPSP Data Import object is already configured to include most of the common fields on contact, account, opportunity, and other object records.

To make this process work with a new field, though, you need to:

1. Create the field on the target object.
   
2. Create the field on the NPSP Data Import staging object.
   
3. Use Advanced Mapping to connect the fields.
   

In this project, you add a Source Code field to track information about a direct mail piece. You may use source codes on your appeals already.

Create a Field on the Target Object

Start by creating the Source Code field on the Opportunity object where this information will ultimately be stored.

1. Navigate to Setup (), and select Setup.
   
2. Click the Object Manager tab.
   
3. Find and select Opportunity. It’s fastest to enter opportunity in the Quick Find field to filter the list.
   
   
4. Select Fields & Relationships.
   
   
5. Click New.
   
6. Select Text as the data type, then click Next.
   
7. Enter these details about the field
   

• Field Label: Source Code
• Length: 13
• Field Name: Source_Code

8. Click Next.
   
9. Click Next.
   
10. On the Add to page layouts step, deselect all layouts and then select only Donation Layout.
    
    
11. Click Save.
    

Create Staging Fields on the NPSP Data Import Object

Now create the companion field on the NPSP Data Import Object. Remember, the data entered in Gift Entry is stored here before it is sent to opportunity records. It must match the target field in field type and length.

1. Click the Object Manager tab in Setup.
   
2. Find and select NPSP Data Import. Remember you can filter the list using the Quick Find field.
   
   
3. Select Fields & Relationships.
   
4. Click New.
   
5. Select Text as the data type, then click Next.
   
6. Enter these details about the field
   

• Field Label: Opportunity Source Code
• Length: 13
• Field Name: Opportunity_Source_Code

7. Click Next.
   
8. Click Next.
   
9. Click Save.
   

Connect Staging and Target Fields

At this point, our fields exist on our target object (Opportunity) and our staging object (NPSP Data Import). Now you need to connect them using Advanced Mapping.

1. Find and select NPSP Settings from the App Launcher ().
   
2. Select System Tools in the menu, then select Advanced Mapping for Data Import & Gift Entry.
   
3. Click Configure Advanced Mapping. It may take a minute to load.
   
   
4. Click the Show Actions button () at the end of the Opportunity row of the table.
   
5. Select View Field Mappings.
   
   
6. Click Create New Field Mapping.
   
   
7. Select Opportunity Source Code (Opportunity_Source_Code__c) in the Field Label field for the Source (NPSP Data Import Object).
   
8. Select Source Code (Source_Code__c) in the Field Label field for the Target (Opportunity Object).
   
   
9. Click Save.
   

When you receive the success message on screen, you know your fields are mapped. Now it’s time to bring these new fields to Gift Entry—but first, click Verify to check your work before you move on.

Resources

• Salesforce Help: Customize Advanced Mapping
• Trailhead: Import Data with Nonprofit Success Pack (NPSP)