Beta & Experimental Features

Giving Data Models (Beta)

In DevelopmentManage on the Beta Features page

Giving Data Models is an admin-level beta feature that detects which nonprofit data model is installed in your Salesforce org — NPSP, Nonprofit Cloud (NPC), or Education Cloud (EDA) — and configures Forge's donation and auction sync behavior accordingly.

Beta feature — Admin only

Giving Data Models is a beta feature for Forge administrators. Enable it on the /beta page (Admin Section). It affects how donation and auction transactions are synchronized into your Salesforce nonprofit data model. Changes here can affect your existing Salesforce data flows — review with your Salesforce admin before enabling.

What it does

Organizations using Salesforce for fundraising typically have one of three nonprofit data models installed alongside the Blackthorn packages: NPSP (Nonprofit Success Pack), Nonprofit Cloud (NPC), or Education Cloud (EDA) with EDA-specific giving objects. Without configuration, Forge writes donation transactions only to bt_fundraising__ objects. With Giving Data Models enabled, Forge can additionally project those transactions into the appropriate standard objects for your model — creating Opportunities, Opportunity Contact Roles, or Recurring Donation records as appropriate.

  • Automatic detection of NPSP, NPC, or EDA installation in your Salesforce org
  • Configuration panel showing detected model and which bridge fields are active
  • NPSP: projects bt_fundraising__Donation__c to npe01__OppPayment__c and Opportunity with NPSP record types
  • NPC: projects to Opportunity and RecurringDonation with NPC field mappings
  • EDA: detects Education Cloud-specific giving objects and configures appropriate sync
  • Dynamic bridge fields surface in org settings when a supported model is detected
  • Manual override: if detection is incorrect, administrators can force the model selection
The Giving Data Models admin panel showing NPSP detected, bridge fields active, and sync projection configuration.
The Giving Data Models admin panel showing NPSP detected, bridge fields active, and sync projection configuration.

How to enable

  1. Go to /beta and scroll to the Admin Section. Toggle Giving Data Models on.
  2. Navigate to Admin in the Forge sidebar, then select Giving Data Models.
  3. Forge will run a detection check against your Salesforce org to identify the installed data model.
  4. Review the detected model and the bridge field configuration Forge proposes.
  5. If the detection is correct, click Activate Sync. If not, use the manual override to select the correct model.
  6. Test the sync by creating a test donation and verifying the resulting Salesforce records in both bt_fundraising__ objects and the target nonprofit objects.
  7. Contact Blackthorn Support if your model combination is not listed or if sync fails.

Supported model combinations

ModelDetection methodForge creates
NPSPnpe01__OppPayment__c object presenceOpportunity + npe01__OppPayment__c + Opportunity Contact Role
Nonprofit Cloud (NPC)npe03__Recurring_Donation__c or NPC package namespaceOpportunity + RecurringDonation (NPC) + Payment
Education Cloud (EDA)EDA namespace (hed__) presenceOpportunity with EDA-appropriate record type
None / StandardNo nonprofit namespace detectedbt_fundraising__Donation__c only (default)

Salesforce note

Detection queries run at admin page load time using SOQL against the DescribeSObject API to check for namespace-specific objects. No Salesforce metadata is modified by the detection step. Bridge field sync is implemented through Forge's managed CRUD executor and respects CRUD/FLS permissions.

Existing data not backfilled

Activating Giving Data Models sync only affects donations and auction transactions created after activation. Existing bt_fundraising__Donation__c records are not backfilled into NPSP/NPC/EDA objects. If you need historical data migration, work with your Salesforce admin to run a data migration separately.

Current limitations

  • Simultaneous NPSP + NPC installation is not supported — choose one model.
  • EDA sync covers the most common giving objects but may not cover all EDA-specific customizations.
  • The detection check requires your connected Salesforce user to have DescribeSObject API access.
  • Giving Data Models is admin-only — individual event managers cannot change model settings.
  • Recurring donation projection into NPC RecurringDonation objects requires NPC version 4.0 or later.
  • Soft credits (bt_fundraising__Donation_Soft_Credit__c) are not yet projected into NPSP Partial Soft Credit objects in this beta.