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Guides on deploying specific metadata types
Fundraising Standard objects, such as "GiftTransaction" and "GiftCommitment" - retrieve and deploy
Fundraising Standard objects, such as "GiftTransaction" and "GiftCommitment" - retrieve and deploy

Guidance on retrieval of Fundraising Standard Objects (via Custom object metadata), which are a part of Salesforce Nonprofit Cloud

Mateusz Kochanowicz avatar
Written by Mateusz Kochanowicz
Updated over a week ago

If you're using Salesforce Nonprofit Cloud, and you're looking to retrieve either GiftTransaction or GiftCommitment objects and their sub-components - you can do it in Gearset.

As per our documentation, Nonprofit Cloud is one of the Clouds our app supports.

Important to note: Both GitfCommitment and GiftTransaction objects have special access rules in Salesforce - they're only available for retrieval if the Fundraising Access license is enabled, and the Fundraising User system permission is assigned to users.

Permissions should be assigned both in the source and target org if you're comparing two Salesforce orgs.


What metadata type to select in the filter?

If you have the correct license and permissions, to retrieve these objects you'd need to do the following:


1. Add Custom object to your metadata filter (or you can use our Basic comparison default filter which already includes Custom object).
2. Set the API version to be 59 or higher (these objects are not available in API versions lower than v59).
3. You may need to select "All" under Include managed packages if the objects you're looking for are a part of a managed package (if you select "All" make sure that Installed package type is excluded from your metadata filter).
Find out more information about why this options matters from this support article.

This guidance also applies to other Salesforce Fundraising Standard Objects, some of which are supported only in API version 60 and above - such as GiftCmtChangeAttrLog and PaymentInstrument.

How do these objects look in the comparison results?

Once objects are retrieved, they'd look as below in your comparison results:

Note: The user interface of the comparison results may differ slightly if you're using Compare 2.0 to retrieve these objects.

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