Journal entry source objects

Journal entry source objects are the foundation of your Salesforce configuration for nonprofits, but are flexible enough to be used for other things.

Transactional source objects

The Advanced CRM Integration for Nonprofits uses transactional source objects in Salesforce to create Intacct journal entry records. In nonprofit companies, the transactional source objects that create the Intacct journal entry records areSalesforce records where you enter a donation, pledge, or grant funding amount. A frequently used object for this purpose in Salesforce is the Opportunity.

Records related to the source object can also be used as the source for Intacct journal entry lines. For example, a Salesforce Opportunity can be used as the source object for the journal entry header. Related payments on the Opportunity can be used as the source for the journal entry lines.

In this example, the Salesforce Opportunity is the source object, and the payments on the Opportunity are the child source object.

Source object field requirements for journal entry lines

The journal entry line source object requires two reference fields. The reference fields are used by the Advanced CRM Integration to store the Salesforce record ID. The Salesforce record ID is generated when the journal entry record is created in Salesforce. This method is designed to prevent the same line from being used to generate more than a single journal entry line from the source object.

This field can be configured in Salesforce as either:

• A lookup field to the Intacct journal entry line object (Recommended)
  Using a lookup field provides a link relationship to the child source object record and Intacct journal entry line.
• An 18 character text field
  Salesforce has a limit for how many fields can be added to an object, which can limit your configuration.