Record Names
MoveData utilises the following naming conventions when processing records into Salesforce.
Object
Rule
Example
Contact
Set First Name and Last Name as determined by connected platform
James Gilray
Account (Household)
Use naming convention defined in NPSP (NPSP Settings → People → Households → Household Name Format)
Gilray Household
Account (Organisation)
Set Account Name as determined by connected platform
MoveData
Campaign (Parent)
Set Name as determined by connected platform
Community Fundraising
Campaign (Team)
Set Name as determined by connected platform with reference to parent campaign
Community Fundraising: Team MoveData
Campaign (Team Member)
Set Name as determined by connected platform with reference to parent campaign
Community Fundraising: Team MoveData - James Gilray
Campaign (Fundraiser)
Set Name as determined by connected platform with reference to parent campaign
Community Fundraising: James Gilray
Recurring Donation
Use naming convention defined in NPSP Settings (NPSP Settings → Donations → Recurring Donations → Recurring Donation Name Format)
James Gilray Monthly Recurring Donation - $100.00
Opportunity
Use naming convention defined in NPSP Settings (NPSP Settings → Donations → Opportunity Names)
James Gilray $100.00 Donation 2022-01-01
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