Nonprofit Cloud licensing requirements
MoveData integrates with Salesforce Nonprofit Cloud (NPC) to create and manage fundraising records. NPC uses its own set of objects — such as GiftTransaction and GiftCommitment — that require specific licensing and permissions. Without the correct setup, MoveData cannot read from or write to these objects, and your integration will fail.
FundraisingAccess permission set#
Salesforce controls access to NPC fundraising objects through a permission set called FundraisingAccess. This permission set grants read and write access to:
- GiftTransaction — individual donation records in Nonprofit Cloud
- GiftCommitment — recurring donation commitments in Nonprofit Cloud
- Related NPC fundraising objects used during processing
Without FundraisingAccess assigned, MoveData encounters permission errors when it tries to create or update these records.
Who needs FundraisingAccess#
The MoveData authorised user is the Salesforce user account that MoveData uses to process data and create records. This user:
- Processes incoming donation data from your fundraising platforms
- Creates and updates GiftTransaction records
- Manages GiftCommitment records for recurring donations
- Executes NPC-specific flows during processing
You can find your authorised user in MoveData > Settings > General > Authorise MoveData.
Assigning the FundraisingAccess permission set#
- Navigate to Setup > Users > Permission Sets.
- Open the FundraisingAccess permission set.
- Click Manage Assignments > Add Assignments.
- Select the MoveData authorised user.
- Click Save.
Warning
If you change the MoveData authorised user, you must assign FundraisingAccess to the new user as well. MoveData cannot process NPC records without this permission on the active authorised user.