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].
1. Install MoveData
Install MoveData from Salesforce AppExchange: https://www.movedata.io/appexchange​
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
2. Connect Integration(s)
Click "Integrations"
​Follow the prompts to connect your chosen integration(s) into Salesforce
3. Push Data into Salesforce
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)
4. Check for Errors
Click "Notifications"
If your notification displays a status of Success then skip to the next step
If your notification displays a status of Failed then 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
You can also visit Troubleshooting if you have further queries
5. Check Duplicate Rules
The integration will use any applicable duplicate rules for the purpose of record matching
This is further detailed under Duplicate Detection​
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 Report and not Alert
It is simple to include or exclude the integration from particular rules using Conditions
6. Configure Page Layouts
There are a number of fields which MoveData will set and Organisations will often want to add to their page layouts
See Data Library for list fo available default fields
7. Check for Required Changes
If you have customised Salesforce, or capture custom data in your connected platform, you may wish to support this in your MoveData integration
This is further detailed under Customisation​
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Last modified 4mo ago

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Outline

1. Install MoveData

2. Connect Integration(s)

3. Push Data into Salesforce

4. Check for Errors

5. Check Duplicate Rules

6. Configure Page Layouts

7. Check for Required Changes