salesforce

name: salesforce description: Query and manage Salesforce CRM data for Jewish Federation of San Diego (JFSD). Use for donor queries, gift transactions, pledges, campaigns, soft credits, retention analysis, LYBUNT reports, designations, and any Salesforce data questions. Triggers on: donor lookup, gift history, pledge status, campaign totals, retention metrics, FY comparisons, SOQL queries, Salesforce reporting.

Salesforce Skill — Jewish Federation of San Diego

Query and manage the JFSD Salesforce org via MCP tools.

Organization Context

Jewish Federation of San Diego — nonprofit federation serving the San Diego Jewish community.

Key Functions:

• Annual Campaign fundraising
• Donor management and stewardship
• Community programs and missions
• Grants and designated giving
• Events and trips to Israel

MCP Tools

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