This section is for identifying and understanding how to use the custom object and fields for the Contact Import Staging object in the Donor 360 package.

• Custom Fields
• Flows
• Permission Set
• How to Use

The following fields are available for use on an Contact Import Staging record and include text, picklist, external ID, and date, email and phone fields. The object is designed to be used for importing/exporting contact information from an external system and importing/exporting contact information to Salesforce. Work with your teams to determine if this object is needed and which fields you plan to use. Make sure these fields are included on the Page Layout and Lightning Page.

• Address1
• Address2
• Birthdate
• Cell Phone
• City
• Contact
• Email Address
• Error Message
• Ethnicity
• ExtSysId
• FirstName
• Gender
• Home Phone
• LastName
• MiddleName
• Postal Code
• Processed Date
• Processing Notes
• Salutation
• Source
• SSN
• State/Province
• Status
• Suffix

There is one flow that works with this staging object, FdnpContactImport. If you didn't clone and make edits to this flow during Post Install Tasks for Flows, refer to this page and make those edits now then Activate. Once complete

The Donor 360 Standard User permission set includes the ability to Read, Create, Edit and View All records. If a separate permission set is required to facilitate assignment to a sub-set of Donor 360 Standard Users, create the new permission set then replicate the Donor 360 Standard Users settings for this object. Be sure to remove the permission from the orignal Donor 360 Standard User.

Export Data from the external system and include a unique identification for each contact, then import to this object using any Salesforce import tool, ensuring fields are mapped correctly. Map the unique identification to the ExtSysId field. As soon as the records are created in Salesforce, the flow FdnpContactImport (template) or whatever you named the custom version, will run to match existing Contacts or create new ones.

Use the ExtSysId on the Contact record to export existing Contacts for importing to external systems. To bring back data into Salesforce and make updates to the Contact, use the staging object to import data back to Salesforce, again using the ExtSysId to match the Contact.

A matched contact is updated.

A new contact is created.