Quick Start Guide

We pride ourselves on delivering excellent customer support. MoveData offers a full onboarding process completely free of charge which we encourage all customers to use. Please reach out at tickets@movedata.atlassian.net.

1. Install MoveData

  • Install MoveData from Salesforce AppExchange: https://www.movedata.io/appexchange

  • Open MoveData and follow the onboarding wizard to authorise MoveData and install the requisite Extensions

  • If you wish to assess MoveData we recommend installing into a sandbox first

2. Connect Integration(s)

  • Click "Integrations"

  • Follow the prompts to connect your chosen integration(s) into Salesforce

3. Push Data into Salesforce

  • Generate events inside the platform you connected and watch the data push into Salesforce

  • Note that different platforms have different APIs and as such data may run into Salesforce on different schedules (i.e. some are real time, some are in 10-min intervals, some are overnight - it is dependent on the platform you connect and how frequently their data refreshes)

4. Check for Errors

  • Click "Notifications"

  • If your notification displays a status of Success then skip to the next step

  • If your notification displays a status of Failed then open it to see what the error was

    • Errors on install are typically permission or validation related

    • Add the necessary permission(s) or remove the restrictive validation(s) and click "Reprocess" until the notification displays a status of Success

    • You can also visit Troubleshooting if you have further queries

5. Check Duplicate Rules

  • The integration will use any applicable duplicate rules for the purpose of record matching

  • This is further detailed under Duplicate Detection

  • For organisations just starting out we recommend using the following:

    • Contacts: Fuzzy match on First Name, Exact match on Last Name, Exact match on Email or Personal Email

    • Accounts: Exact match on Name

  • Please note duplicate rules must be set to Report and not Alert

  • It is simple to include or exclude the integration from particular rules using Conditions

6. Configure Page Layouts

  • There are a number of fields which MoveData will set and Organisations will often want to add to their page layouts

  • See Data Library for list fo available default fields

7. Check for Required Changes

  • If you have customised Salesforce, or capture custom data in your connected platform, you may wish to support this in your MoveData integration

  • This is further detailed under Customisation

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