Salesforce

Fiscal Year

July 1 – June 30 (Custom Fiscal Year)

Use THIS_FISCAL_YEAR and LAST_FISCAL_YEAR in SOQL.

Data Model Overview

Core Objects

Account (Donor)
    ├── GiftCommitment (pledges)
    │       └── GiftTransaction (pledge payments)
    ├── GiftTransaction (direct gifts)
    │       └── GiftTransactionDesignation (fund allocations)
    ├── GiftSoftCredit (influence credits)
    └── Household__c → Account (household rollups)

Campaign
    ├── Child Campaigns (hierarchy)
    ├── GiftTransaction (gifts)
    └── GiftCommitment (pledges)

GiftDesignation (funds/purposes)
    └── GiftTransactionDesignation / GiftDefaultDesignation

Account (Donors)

Person Accounts for individuals. Key field groups:

Identification:

• Name, PersonEmail, Phone
• Household__c — reference to household account
• OwnerId — assigned fundraiser

Giving History (Date-Based):

Annual Campaign Credit (Campaign-Based):

Donor Credit = Commitments + Direct Gifts + Soft Credits

Household Rollups (HH_*): Same structure with HH_ prefix — aggregates all household members.

Soft Credits (Date-Based):

• Soft_Credit_All_Time__c
• Soft_Credit_This_Fiscal_Year__c
• Soft_Credits_Last_Fiscal_Year__c

Recognition:

• HH_Total_Recognition_Amount_Annual_2026__c etc.

Campaign Structure

Annual Campaign Hierarchy

Annual - FY26 (Parent)
├── Ambassador - FY26
├── Chaplaincy - FY26
├── DRM - FY26
├── Monthly - FY26
├── Fall Direct Mail - FY26
├── FED360 - FY26 - Donations
├── Corporate Event Sponsorships - FY26
└── Unsolicited Annual Gifts - FY26

Campaign Types

• Fundraising — Annual, Designated, Emergency, Endowment
• Appeal — Sub-campaigns (DRM, Ambassador, etc.)
• Event — FED360, Cornerstone, etc.
• Mission — Israel trips, community missions
• Sponsorship — Event sponsorships
• Group — Cohort programs (Giborim, WLI)

Major Campaign Categories (FY26)

Campaign Naming Convention

⚠️ FY26 changed format:

• FY24: Annual 2024
• FY25: Annual 2025
• FY26: Annual - FY26

Filter pattern for Annual Campaign:

Campaign.Name = 'Annual - FY26' OR Campaign.Parent.Name = 'Annual - FY26'

Gift Designations

Common designations (funds):

• Annual Campaign — unrestricted annual
• Emergency Relief — disaster response
• Beit Melachah — specific project
• Chaplaincy Fund — chaplaincy program
• Community Mission — missions/trips
• Day Schools — education
• Israel Unfiltered — young adult Israel trips
• Legacy of Light — Holocaust education
• Credit Card Fees — processing fees

Common Query Patterns

Retention: FY25 donors not yet in FY26

SELECT Id, Name, 
       Gift_Commitments_FY25__c, Total_Gifts_FY25_Non_Pledge__c, Soft_Credits_FY25__c
FROM Account
WHERE (Gift_Commitments_FY25__c > 0 OR Total_Gifts_FY25_Non_Pledge__c > 0 OR Soft_Credits_FY25__c > 0)
  AND (Gift_Commitments_FY26__c = 0 OR Gift_Commitments_FY26__c = null)
  AND (Total_Gifts_FY26_Non_Pledge__c = 0 OR Total_Gifts_FY26_Non_Pledge__c = null)
  AND (Soft_Credits_FY26__c = 0 OR Soft_Credits_FY26__c = null)

LYBUNT (Last Year But Unfortunately Not This)

SELECT Id, Name, Total_Gifts_Last_Year__c
FROM Account
WHERE Total_Gifts_Last_Year__c > 0
  AND (Giving_this_Fiscal_Year__c = 0 OR Giving_this_Fiscal_Year__c = null)
ORDER BY Total_Gifts_Last_Year__c DESC

Top donors this FY

SELECT Id, Name, Giving_this_Fiscal_Year__c
FROM Account
WHERE Giving_this_Fiscal_Year__c > 0
ORDER BY Giving_this_Fiscal_Year__c DESC
LIMIT 20

New donors (first gift this FY)

SELECT Id, Name, First_Gift_Date__c, First_Gift_Amount__c
FROM Account
WHERE First_Gift_Date__c >= 2025-07-01
ORDER BY First_Gift_Date__c DESC

Recent gifts

SELECT Id, Donor.Name, CurrentAmount, TransactionDate, Campaign.Name
FROM GiftTransaction
WHERE Status = 'Paid' AND TransactionDate = LAST_N_DAYS:30
ORDER BY TransactionDate DESC

Campaign totals

SELECT Id, Name, Total_Gift_Transactions__c, Gift_Commitments_All_Time__c
FROM Campaign
WHERE Name LIKE 'Annual - FY26%'

Household giving

SELECT Id, Name, HH_Gift_Commitments_FY26__c, HH_Total_Gifts_FY26_Non_Pledge__c, HH_Soft_Credit_FY26__c
FROM Account
WHERE Household__c = '[HOUSEHOLD_ID]'

Filter Patterns

Paid gifts only:

Status = 'Paid' AND CurrentAmount > 0

Direct gifts (not pledge payments):

GiftCommitmentId = NULL

Current fiscal year:

TransactionDate = THIS_FISCAL_YEAR

Active pledges:

Status = 'Active'

Excluding write-offs:

Status = 'Active' OR Status = 'Closed'

Detailed References

For complete field lists and technical details:

• references/schema.md — Full field documentation
• references/dlrs.md — Rollup summary configurations
• references/campaigns.md — Campaign hierarchy

Tips

1. Individual vs Household: Use HH_* fields for household totals, base fields for individual
2. Annual Campaign vs Total Giving: FY-specific fields use campaign filters; Giving_this_Fiscal_Year__c uses dates
3. Soft Credits: Always check GiftTransaction.Status = 'Paid' when summing
4. Campaign hierarchy: Use Campaign.Parent.Name to include child campaigns
5. Person Accounts: Filter with IsPersonAccount = true for individuals