Video Library

List of all MoveData knowledge base video references.

Customising MoveData Integrations

• Conditional Business Rules based on Source Platform
  Demonstrates how to implement decisions based on data from a notification.
• How to Inherit Values between Records
  Shows you how inherit a values from a parent record using Campaigns as an example.
• How to Not Process Certain Information into Salesforce
  Demonstrates how to cancel processing specific notifications using evaluations within a flow.
• How to set Different Record Types
  A practical example about how to select a different record type based on data contained within a notification.
• How to Update Records after MoveData Hits Save
  Explains how to work with dependant records; for example,a payment record that may be created after an opportunity. Introduces the Post-Upsert phase.
• Use Business Rules to Select a Different Campaign
  Often an organisation wants to assign a different campaign to the MoveData out-of-the-box logic.
• Write Rules to Store Platform Data on Salesforce Records
  Showcases how to set additional data for a MoveData notification using marketing / UTM data as an example.

Raisely

• Connect Raisely Campaigns into Salesforce
• How to map Raisely Campaigns into Salesforce

Technical

• Disable a MoveData Phase from Running
• How to Include / Exclude Fee Covered From Amount
  Shows you how to include / exclude cover fee from opportunity amount.