How does MoveData Manage Duplicate Records

MoveData uses unique identifiers and Salesforce duplicate rules to detect duplicates. Where a duplicate is detected, new information will be set against that record - if not, a new record will be created.

Object	Mechanism
Contact	Platform Key and Salesforce Duplicate Rules
Organisation Account	Platform Key and Salesforce Duplicate Rules
Campaign	Platform Key
Recurring Donation	Platform Key
Opportunity	Platform Key

Platform Key

The connected platform will typically provide a unique ID for a record in their system. This value is stored against the matching record in Salesforce. This way, when encountered again, MoveData can match against that record. Worked example:

• A fundraiser registers their page

• The page has an ID of 123

• 123 is stored against the record in Salesforce

• When 123 is encountered again, MoveData will match against that record

The field used to store this value is called Platform Key. In practive, since you can connect different platforms using MoveData, and those different platforms can issue the same ID (particularly if their IDs are sequential in nature), the value is prefixed with an additional identifier like raisely:123.

Object	Field	Comment
Contact	md_npsp_pack__Platform_Key__c.md_npsp_pack__Platform_Key__c	Contacts can exist on multiple platforms and thus carry multiple IDs. The Platform Key object contains a value for the ID md_npsp_pack__Platform_Key__c and a lookup to the contact md_npsp_pack__Contact__c
Organisation Account	md_npsp_pack__Platform_Key__c.md_npsp_pack__Platform_Key__c	Organisation Accounts can exist on multiple platforms and thus carry multiple IDs. The Platform Key object contains a value for the ID md_npsp_pack__Platform_Key__c and a lookup to the organisation account md_npsp_pack__Account__c
Campaign	Campaign.md_npsp_pack__Platform_Key__c
Recurring Donation	npe03__Recurring_Donation__c.md_npsp_pack__Platform_Key__c
Opportunity	Opportunity.md_npsp_pack__Platform_Key__c

Duplicate Rules

If a match on platform key is not determined MoveData will run your Salesforce duplicate rules. For most organisations, and especially for those just staring out, we recommend using:

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

• Accounts: Exact match on Name (this is deliberately basic - because ordinarily, you are only capturing company name on the donation form, and not any additional information about that company to match on)

Importantly, operations on create and edit must be set to Report and not Alert. If you need to implement new duplicate rules to achieve this, we recommend using Conditions to exclude the user who authorised MoveData from other rules, and include against the new rule (typically: Current User: Alias equals / not equal to User.Alias).