Commerce Extension
The Commerce Extension extends MoveData's capabilities to process non-donation transactions — merchandise sales, ticket sales, and raffle sales — into Salesforce.
For details on what Salesforce records this extension creates and how MoveData processes your data, see Your data with Commerce.
Nonprofit Cloud organisations do not need this extension
If your organisation uses Salesforce Nonprofit Cloud, the Nonprofit Cloud Extension handles both fundraising and commerce in a single package. The Commerce Extension is only required for NPSP organisations.
Prerequisites#
Before installing this extension, you need:
- MoveData installed and configured in your Salesforce org.
- Salesforce NPSP (Nonprofit Success Pack) installed and configured.
Installation#
Install the Commerce Extension using the appropriate link for your environment:
| Environment | Install link |
|---|---|
| Production | Install for production |
| Sandbox | Install for sandbox |
Success
Always install in a sandbox first and verify your integration processes correctly before installing in production.
Salesforce records created#
The Commerce Extension maps MoveData's standardised commerce schema to the following Salesforce objects.
| Schema entity | Salesforce object | Notes |
|---|---|---|
| Person | Contact (with Household Account) | Creates a Household Account automatically via NPSP |
| Organisation | Account | Standard Salesforce Account |
| Campaign | Campaign | Supports multi-level hierarchies |
| Campaign Member | CampaignMember | Links contacts to campaigns with status tracking |
| Product | Product2 | Product catalogue items such as tickets, merchandise, and raffle entries |
| Order | Opportunity | Represents a complete purchase transaction |
| Order Item | OpportunityLineItem | Individual line items within an order |
Commerce uses Opportunities, not Orders
The Commerce Extension creates Opportunities and OpportunityLineItems to represent commerce transactions. It does not create Salesforce Order or OrderItem records.
Permission set#
The MoveData Commerce Extensions permission set grants access to the custom objects and fields provided by this extension. Assign it to:
- The MoveData Authorised User (required).
- Any Salesforce user who needs to view or manage Commerce extension records within MoveData.
This permission set is separate from the core MoveData Application permission set. Both are required for users working with this extension. See Permission sets for full details.