Administration
Architecture, setup, and maintenance for Salesforce admins and developers.
Architecture#
- Architecture Overview — How MoveData is structured at a high level, including a video walkthrough.
- Platform Architecture — The cloud infrastructure that powers MoveData.
- Salesforce Architecture — How the MoveData managed package works inside Salesforce.
Setup and Configuration#
- Permission Sets — Assign the right Salesforce permissions to MoveData users.
- The MoveData Authorised User — The Salesforce user that MoveData runs as and why it matters.
- Change the Authorised User — Switch the Salesforce user that MoveData connects with.
- Setting Up in a Sandbox — Install and configure MoveData in a Salesforce sandbox environment.
Extensions#
- Understanding Extensions — What extensions are and when you need one.
- NPSP Fundraising & Donations Extension — Extension for Salesforce NPSP orgs.
- Non-Profit Cloud Extension — Extension for Salesforce Non-Profit Cloud orgs.
- Commerce Extension — Extension for processing tickets, merchandise, and orders.
Pipelines#
- Pipeline Overview — How MoveData processes data through pipeline stages.
- Donation Pipeline — The stages a donation passes through during processing.
- Commerce Pipeline — The stages commerce and ticket data passes through during processing.
- Single-Step Pipeline Mode — Process all pipeline stages in a single transaction.
Upgrading and Maintenance#
- Upgrading MoveData — How to upgrade to the latest version of MoveData.
- Uninstalling MoveData — Remove MoveData from your Salesforce org.
- MoveData App (pre-1.167) — Notes for orgs running versions before 1.167.