Recommended Pathway

MoveData is proud to provide a world class onboarding experience. This service is provided free of charge and removes all guesswork and effort associated with setting your integration(s) up.

Many organisations will customise Salesforce or have certain ways of doing things (think: custom fields, custom objects, unique business requirements etc). In such scenarios MoveData will "fine tune" your integration to ensure an exact fit against the way you use Salesforce.

As such, our recommended pathway is always to:

  1. Book a demo and connect with a Technical Account Manager

  2. MoveData will connect your integration(s) into your own Sandbox allowing you to review the exact records produced by our default engine

  3. If you require changes or additions to ensure an exact fit against the way you use Salesforce then MoveData will implement these for you

  4. Once you pass your review, integration(s) are moved into your Production Org and you are now Live

Accounting for the back and forth nature of this process, we typically require two weeks between the initial demo and Go Live.

Please note: MoveData includes 4h technical effort (free of charge) to customise integrations for all new installs. If the nature of your customisation requires additional technical effort then a once-off setup fee may be applied.

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