MoveData extensions are Salesforce managed packages that provide the business logic for how MoveData processes data into Salesforce. They are separate from the core MoveData app and must be installed alongside it.

Without an extension, MoveData can capture and standardise data from your fundraising platforms, but it cannot process that data into Salesforce records. Unless you are building a completely custom handler, you must install at least one extension.

What an extension provides#

Each extension is a managed package containing four key components:

• Lightning Flows — the processing logic that maps incoming data to Salesforce records. Flows control how contacts are created, how donations are recorded, and how campaigns are attributed. You can customise these flows or add your own to extend the processing.
• Custom metadata — pipeline configuration that tells MoveData which flows to run and in what order. Extensions register their processing pipelines via the movedata__Movedata_Schema_Map__mdt custom metadata type.
• Permission sets — access controls that grant MoveData the object and field permissions it needs to create and update records. Each extension provides its own permission set that must be assigned to the MoveData Authorised User.
• Field sets — definitions that control which fields are loaded during processing. Field sets determine which Salesforce fields are available to flows at each pipeline phase.

Available extensions#

MoveData offers three extensions, each designed for a specific Salesforce data model.

NPSP Fundraising & Donations Extension#

For organisations using the Nonprofit Success Pack (NPSP). This extension processes donations, recurring donations, and campaign data into NPSP's data model.

For full details, see NPSP Fundraising & Donations Extension. For details on what records this extension creates, see Your data in NPSP.

Commerce Extension#

For NPSP organisations that process tickets, merchandise, or raffles alongside donations. This extension works alongside the NPSP Fundraising & Donations Extension to handle commerce data.

For full details, see Commerce Extension. For details on what records this extension creates, see Your data with Commerce.

Nonprofit Cloud Extension#

For organisations using Salesforce Nonprofit Cloud (NPC). This extension handles both fundraising and commerce processing in a single package.

For full details, see Nonprofit Cloud Extension. For details on what records this extension creates, see Your data in Nonprofit Cloud.

Installing an extension#

You install extensions from within the MoveData app in Salesforce.

1. Navigate to MoveData Settings > Extensions.
2. Select the extension you want to install.
3. Follow the installation prompts.

After installation, assign the extension's permission set to your MoveData Authorised User.

For detailed installation steps, see Running the setup wizard — Install extensions.

How extensions fit into the pipeline#

When MoveData processes a notification, it uses the extension's registered pipeline to determine which flows to run and in what order. Each pipeline consists of phases (such as Account, Contact, Campaign, and Donation), and each phase runs one or more Lightning Flows.

The extension's custom metadata maps each phase to the correct flow. This means you can customise processing by adding your own flows before or after the extension's default flows.

For more on how pipelines work, see Pipeline overview.

Customising extension behaviour#

Extensions provide sensible defaults, but you can customise their behaviour to match your organisation's requirements. Common customisations include:

• Adding business rules to control how records are created or updated
• Mapping additional fields from your fundraising platform to Salesforce
• Changing duplicate matching logic
• Skipping certain pipeline phases

All customisation is done through Lightning Flows, which means you do not need to write Apex code. For customisation guides, see Customising MoveData.

Other resources#

• Permission sets — assigning extension permissions
• Pipeline overview — how processing pipelines work
• Upgrading MoveData — upgrading extension packages