Map Salesforce fields to Line Items (All) CSV columns
Become familiar with the corresponding Mapped Fields in Salesforce as they relate to the updated column headers and additional data in the Line Items (All) report.
Before you get started
Video Overview
Walkthrough
Before you get started
Video Overview
Walkthrough
Before you get started
Video Overview
Walkthrough
Before You Get Started
Read about the “Line Items (All)” donor data reporting tools found in the Reports Portal via a “Data Reports” link in the Nonprofit Admin Portal.
Video Overview
Walkthrough
This article is for Give Lively member nonprofits that use the Give Lively for Salesforce app and that want to become familiar with the Mapped Fields in Salesforce that correspond with the updated column headers and additional data in the new “Line Items (All)” report, currently in beta. By June 2024, the “Line Items (All)” on-screen report and CSV will replace the until-now usual donor data CSVs downloadable from the Nonprofit Admin Portal.
For more information about setting up the Salesforce integration, see our Salesforce integration logic and fields.
To learn more about the new “Line Item (All)” reporting tools and the transition to them, read about:
- the introduction of the new “Line Items (All)” report
- how there's plenty of time to adjust
- navigating the new donor data reporting tools in the Nonprofit Admin Portal
- how to map the old CSV donor data columns to the new Line Items (All) report.
