Nonprofit Cloud Extension
The Nonprofit Cloud Extension connects MoveData to Salesforce's Nonprofit Cloud (NPC) data model. It handles both fundraising and commerce processing in a single package, so you do not need a separate commerce extension. This article explains what the extension does, how to install it, and what Salesforce records it creates.
For details on what Salesforce records this extension creates and how MoveData processes your data, see Your data in Nonprofit Cloud.
Which extension do I need?
The Nonprofit Cloud Extension is for organisations using Salesforce Nonprofit Cloud with Person Accounts. If your org uses NPSP with Household Accounts, see the NPSP Fundraising & Donations Extension instead. For help deciding, see Understanding extensions.
Overview#
Salesforce Nonprofit Cloud is Salesforce's purpose-built nonprofit solution. It uses a Person Account architecture that combines Contact and Account information into a single unified record for each individual, rather than maintaining separate Contact and Account records as NPSP does.
The Nonprofit Cloud Extension provides the business logic MoveData needs to process incoming data into NPC's native objects. It registers processing pipelines, permission sets, and Lightning Flows that map standardised MoveData data into NPC records.
A key difference from the NPSP model is that the Nonprofit Cloud Extension handles both donation and commerce data. There is no need for a separate Commerce Extension when using Nonprofit Cloud.
Prerequisites#
Before installing the Nonprofit Cloud Extension, confirm that:
- MoveData is installed and configured in your Salesforce org.
- Salesforce Nonprofit Cloud is set up with Person Accounts enabled.
- Person Accounts are enabled in your org. This is a Salesforce org-level setting that cannot be reversed once activated.
- FundraisingAccess permission set is assigned to the MoveData Authorised User. See Nonprofit Cloud licensing requirements for details.
Installation#
Install the Nonprofit Cloud Extension using the appropriate link for your environment:
| Environment | Installation link |
|---|---|
| Production or Developer Edition | Install Nonprofit Cloud Extension |
| Sandbox or Scratch Org | Install Nonprofit Cloud Extension (sandbox) |
Success
Always install in a sandbox first and verify your integration processes correctly before installing in production.
Salesforce records created#
The Nonprofit Cloud Extension maps MoveData's standardised schemas to the following Salesforce objects.
| Schema entity | Salesforce object | Notes |
|---|---|---|
| Person | Account (Person Account record type) | Combines contact and account data into a single record |
| Organisation | Account (Business Account record type) | Standard Salesforce Account for organisational donors |
| Campaign | Campaign | Supports multi-level hierarchies |
| Campaign Member | CampaignMember | Links person accounts to campaigns with status tracking |
| Gift Transaction | GiftTransaction | Individual donations |
| Gift Commitment | GiftCommitment | Recurring donation commitments |
| Gift Commitment Schedule | GiftCommitmentSchedule | Frequency and schedule details for recurring donations |
| Product | Product2 | Product catalogue items such as tickets, merchandise, and raffle entries. Created when a commerce notification is processed. See Commerce Extension. |
| Order | Opportunity | Represents a complete purchase transaction. Created when a commerce notification is processed. See Commerce Extension. |
| Order Item | OpportunityLineItem | Individual line items within an order. Created when a commerce notification is processed. See Commerce Extension. |
Permission set#
The MoveData Nonprofit Cloud Extensions permission set grants MoveData access to the NPC objects and fields it needs during processing.
Assign this permission set to:
- The MoveData Authorised User — required for MoveData to create and update records.
- Any flow builders or developers who need to view or modify MoveData flows that reference NPC objects.
For full details on MoveData permission sets, see Permission sets.
Related articles#
- Understanding extensions — what extensions are and how they work
- NPSP Fundraising & Donations Extension — the extension for NPSP orgs
- Pipeline overview — how MoveData processing pipelines work
- Permission sets — assigning MoveData permissions
- Duplicate rules — configuring how MoveData matches existing records
- Nonprofit Cloud licensing requirements — FundraisingAccess and edition requirements