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.