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Single-step pipeline mode is an alternative processing approach where MoveData handles all business logic within a single Lightning Flow or Apex handler, bypassing the standard multi-stage pipeline.

Advanced configuration for rare use cases

The vast majority of MoveData implementations should use the default multi-step pipeline. Single-step mode removes the structured stage-by-stage processing that handles record relationships, duplicate management, and complex fundraising scenarios. Only use this mode if you have a specific requirement that the multi-step pipeline cannot meet.

When to use single-step mode#

Single-step mode is appropriate in a small number of scenarios:

  • Salesforce staging object imports — your organisation has invested heavily in importing data from a Salesforce staging object and you want MoveData to write directly to that object rather than processing through the full pipeline.
  • Simple integration requirements — the data being processed is straightforward and does not require the relationship management, duplicate detection, or campaign attribution that the multi-step pipeline provides.
  • Performance-optimised Apex processing — you have built a custom Apex handler that processes the entire notification in a single transaction for performance reasons.
  • Legacy system compatibility — you need to maintain compatibility with an existing system that expects data in a specific format or location.

When not to use single-step mode#

Do not use single-step mode if your implementation requires any of the following:

  • Automatic duplicate detection and matching across contacts, accounts, or donations
  • Hierarchical campaign processing (peer-to-peer fundraising structures)
  • Recurring donation management
  • Matched gift or tribute donation relationships
  • The field mapping, post-processing, and platform key phases provided by each multi-step stage

If you are unsure which mode to use, use the default multi-step pipeline. It covers the requirements of virtually all MoveData implementations.

How to enable single-step mode#

To switch from the default multi-step pipeline to single-step mode, create a custom metadata record that directs the pipeline to use the single-step handler.

Step 1: Open custom metadata in Salesforce Setup#

  1. Navigate to Setup > Custom Metadata Types.
  2. Find the MoveData Schema Map (movedata__Movedata_Schema_Map__mdt) custom metadata type.
  3. Click Manage Records.

Step 2: Create the metadata entry#

  1. Click New.
  2. Enter the following values:

    Field Value
    Label EXTENSION_DONATION_MODE
    Handler single_step
    Type Config
  3. Click Save.

Once saved, the donation pipeline will bypass all multi-step stages and route processing to the single-step stage instead.

How it works#

In the default multi-step mode, the donation pipeline processes each notification through six sequential stages: configuration, pre-processing, accounts, contacts, campaigns, recurring donations, and donations. Each stage handles a specific aspect of the data and manages relationships between records.

In single-step mode, the pipeline skips all of these stages. Instead, it executes a single Lightning Flow identified by the configuration key PIPELINE_DONATION_SINGLE_STEP.

Your single-step flow receives the full notification payload and is responsible for all processing logic, including:

  • Reading and interpreting the notification data
  • Creating or updating any Salesforce records
  • Managing relationships between records
  • Handling errors and validation

You must provide the processing flow

Single-step mode does not include any out-of-the-box processing logic. You must create a Lightning Flow (or Apex handler invoked from a flow) that handles the entire notification.

Configuration reference#

Metadata key Value Purpose
EXTENSION_DONATION_MODE single_step Switches the donation pipeline from multi-step to single-step mode
PIPELINE_DONATION_SINGLE_STEP Your flow API name Identifies the Lightning Flow that processes the notification
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