Using MoveData
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.