Whenever a new customer wishes to use MoveData, we facilitate the following:
Installing MoveData in your sandbox and connecting your integrations
Reviewing the resulting records together and identifying any "gaps" in your integration (typically to support custom fields or business logic you are capturing in your source platform or in Salesforce)
Implementing business rules to support those requirements identified
Passing testing in the sandbox and deploying your integration into Production
Timeline
The typical timeline is:
Around 1-2 weeks to complete steps 1 and 2
Around 1-2 weeks to complete steps 3 and 4
The timeline is dependent on your ability to action things quickly, the nature of the requirements, and the workload our implementation team currently has on.
1. Install
The process is defined at here. To complete this we require:
System Administrator access to a recently refreshed sandbox
Access to, or API credentials for, the platforms MoveData is to integrate
Your account manager will coordinate the above with you.
2. Review
Once your integrations are connected, MoveData will automatically construct records in Salesforce when new information is issued. We will review these records together and collaborate on a document which defines any changes or additions you require.
The following is an example of modifications a customer needed made against Opportunity records representing their donations:
Field | Type | Comment |
Record Type | Record Type | SET Donation |
Donation Source Type | Picklist | SET Digital |
External ID | Text | SET Donation ID |
External System Link | Text | SET URL to Donation in Source Platform |
External System Name | Picklist | SET Source Platform |
Platform Fee | Currency | SET Platform Fee |
Gateway Fee | Currency | SET Gateway Fee |
Receipt Number | Text | SET Receipt Number |
Receipt PDF | URL | SET URL to PDF Receipt |
Net Amount | Currency | CALCULATE Net Amount |
Gateway ID | Text | SET Transaction ID from Payment Gateway |
Settlement Date | Date | SET Payout Date from Payment Gateway |
Depending on the nature of your changes, a document will be issued which formally defines these. This document will contain an implementation timeline and budget which you will need to approve. This is inherently different for each client, but we find the "typical" customer requires between 1-2d technical effort to implement their changes. This is issued as a fixed-price quotation for you to review and accept, and there are no fees charged for the effort involved to produce this for you.
Example Document
3. Implementation
Your requirements are then implemented by MoveData. In the vast majority of cases, this is achieved using Salesforce Flows.
Once your modifications are complete we will pass our internal testing process, and your account manager will share links and videos demonstrating your functionality working successfully. You can then authorise us to deploy your integration into Production.
4. Go Live
We will then coordinate and time and date to deploy your functionality into Production. Your integration is now live.