Day-to-day guides for monitoring your integrations, understanding your data, and managing MoveData in Salesforce.

The MoveData App in Salesforce#

• Navigating the App — Find your way around the MoveData app in Salesforce.
• Understanding Notifications — What notifications are and what they tell you.
• How to Reprocess Failed Notifications — Retry notifications that did not process successfully.
• Understanding Notification Frequency and Caching — How often notifications arrive and how caching works.
• Viewing Execution Logs — Review detailed logs for each processing run.
• Viewing Polling Attempts — Check when MoveData last polled your platform for new data.

Managing MoveData#

• Managing MoveData Settings — View and update your MoveData configuration.
• Data Imports — Import historical data from your fundraising platform.

Understanding Your Data#

• How Donations Are Processed — How MoveData processes donation data from your platform into Salesforce.
• How Commerce and Tickets Are Processed — How MoveData processes non-donation transactions like merchandise, tickets, and raffles.
• How Soft Credits Work — How MoveData creates and manages soft credit records.
• Campaign Attribution — How MoveData assigns donations to campaigns.
• Recurring Donations — How MoveData handles recurring donation schedules.
• Your Data in NPSP — What records MoveData creates in NPSP orgs.
• Your Data in Nonprofit Cloud — What records MoveData creates in Nonprofit Cloud orgs.
• Your Data with Commerce — How MoveData processes commerce data into Salesforce.