What is the correct order of objects to import a list of donations into Salesforce for a nonprofit organization?

The correct order of objects to import a list of donations into Salesforce for a nonprofit organization is essential for maintaining data integrity and ensuring relationships between different entities are properly established. The order of objects reflects how the various records are interrelated.

Starting with Account is appropriate because, in Salesforce, both Contacts and Opportunities are linked to an Account. The Account represents the organization or individual making a donation and is foundational to setting up the rest of the data.

Next, importing Address ensures that Location data is linked to the relevant Account. This is important for geographical reporting and analysis of donor engagement.

Following this, you import Contact details. Contacts are people associated with an Account, and these individuals could be the donors or representatives of the organizations making donations.

Then, Campaign should be imported next if you want to track which campaigns the donations are associated with, as Campaigns help organize efforts aimed at raising funds.

Lastly, Opportunities are the actual donation records and are tied to both Accounts and Contacts, representing the financial contributions made. The Opportunity object also allows tracking of various statuses, amounts, and related Campaigns.

This sequence—starting with Account, followed by Address, Contact, Campaign, and finally Opportunity—ensures that all relational links are correctly established, allowing for effective data