Setup MoveData
We pride ourselves on delivering excellent customer support. MoveData offers a full onboarding process completely free of charge which we encourage all customers to use. Please reach out at [email protected].
- Open MoveData and follow the onboarding wizard to authorise MoveData and install the requisite Extensions
- If you wish to assess MoveData we recommend installing into a sandbox first
- Click "Integrations"
- Generate events inside the platform you connected and watch the data push into Salesforce
- Note that different platforms have different APIs and as such data may run into Salesforce on different schedules (i.e. some are real time, some are in 10-min intervals, some are overnight - it is dependent on the platform you connect and how frequently their data refreshes)
- Click "Notifications"
- If your notification displays a status of
Successthen skip to the next step - If your notification displays a status of
Failedthen open it to see what the error was- Errors on install are typically permission or validation related
- Add the necessary permission(s) or remove the restrictive validation(s) and click "Reprocess" until the notification displays a status of
Success
- The integration will use any applicable duplicate rules for the purpose of record matching
- For organisations just starting out we recommend using the following:
- Contacts: Fuzzy match on First Name, Exact match on Last Name, Exact match on Email or Personal Email
- Accounts: Exact match on Name
- Please note duplicate rules must be set to
Reportand notAlert - It is simple to include or exclude the integration from particular rules using Conditions
- There are a number of fields which MoveData will set and Organisations will often want to add to their page layouts
- If you have customised Salesforce, or capture custom data in your connected platform, you may wish to support this in your MoveData integration
Last modified 8mo ago