Settings
MoveData Settings allow you to quickly configure and fine tune your integrations.
General
Area | Summary |
---|---|
Authorise MoveData | When a notification is processed by MoveData it executes under an authorised user. This is the user responsible for creating and updating records. To update the authorised user you must login as the desired user and click the "Authorise" button. Please ensure the authorised user has the necessary Salesforce permissions. |
Error Notifications | MoveData will dispatch a failure email if an error occurs when processing a notification into Salesforce. Enter the email address you wish to notify when a failure occurs. |
Logging | With logging enabled MoveData will record detailed technical logs as records are processed into Salesforce. Logs are invaluable for debugging errors and understanding how the integration behaves at each stage as your notification is processed into Salesforce. We recommend starting with Log Level |
Extensions
MoveData Extensions are a collection of Lightning Flows and associated metadata responsible for processing information from connected platforms into Salesforce. Being a managed package they are upgradeable over time as MoveData incorporates new features and functionality into integrations. Unless you are a developer looking to build out a completely custom handler for processing information from MoveData into Salesforce you must install the appropriate MoveData Extension(s).
Fundraising & Donations Extension Supports processing of fundraising and donation information in Salesforce. Used for the following integrations: Facebook, GoFundMe, JustGiving, PayPal Giving Fund, Good2Give, Raisely, Funraisin', Grassrootz, Frontstream, Pixo, Everyday Hero.
Forms Extension Supports processing of form submission activity into Salesforce. Used for the following integrations: Google Forms, DoGooder.
Extension Settings
Depending on the extension you have installed, you will be able to edit the relevant settings for that extension. For the purpose of this article we will use the Fundraising & Donations Extension Settings and only cover the settings adjusted more frequently.
Area | Setting | Description |
---|---|---|
Anonymous Contact | Contact Lookup | An anonymous contact is used where the connected platform does not provide information on the fundraiser or donor. Here you can specify the contact to be used in these scenarios. |
Contacts |
| Configure how MoveData processes Contact records into Salesforce |
Campaign Members |
| Configure how MoveData processes Campaign Member records into Salesforce |
Donations |
| Configure how MoveData processes Opportunity records into Salesforce |
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