Record Statuses

MoveData supports the following record statuses. Please note that each platform has their own naming convention to represent status and statuses below are abstracted and platform agnostic.

Campaigns

Platform StatusAction in Salesforce

Live

Set Status to Active, set In Progress to True

Complete

Set Status to Completed, set In Progress to False

Archived

Set Status to Completed, set In Progress to False

Opportunities

Platform StatusAction in Salesforce

Successful

Set Stage to Closed Won

Pledged

Set Stage to Pledged

Failed

Set Stage to Declined

Refunded

Set Stage to Closed Lost

Recurring Donations

Platform StatusAction in Salesforce

Active

Set Status to Active

Paused

Set Status to Paused

Cancelled

Set Status to Closed

Failed

Set Status to Lapsed

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