Record Names

MoveData utilises the following naming conventions when processing records into Salesforce.

ObjectRuleExample

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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