Salesforce

Movement has a SalesForce integration which allows you to sync data to and from your SalesForce instance.

This process automatically syncs members and supporters from SalesForce into Movement, and optionally also campaigns they are attached to. Movement can then sync back when goals are completed, such as voting, renewing a membership, and so on.

To find out more about this integration please get in touch with us at [email protected].

Data synced from SalesForce

Movement syncs new and updated members from your SalesForce instance periodically. This includes:

• All standard data such as names, address, etc
• Email address, phone number, and opt-ins for these
• Custom fields (configurable)
• Removing ex-members from Movement if they're removed in SalesForce

Organisations

Movement imports your organisational structure from Salesforce. Organisational entities are imported periodically and organisation links between entities can be setup hierachically.

Targets

Targets are periodically imported from the Contact Salesforce table with relevant metadata and additional custom fields as required. Targets are associated with organisations based on their Salesforce relations.

Optionally, when fields such as a membership status changes to inactive or deleted, that target can be removed from Movement.

Salesforce contacts which have a Movement_Exclude__c boolean field set to true are not imported.

Campaigns & Goals

Optionally, Movement can also sync campaigns, and members attached to these. These are modelled in the following way:

1. If you have a recordset of Campaigns in SalesForce, Movement can sync these as Efforts in Movement.
2. Any members attached to these, via CampaignMembers. If there are boolean fields such as for tracking if members have voted or been contacted, these can be setup to be synced into Movement as sub-goals.

Campaigns are only synced when they have a Movement_Include__c boolean field set to true.

Data synced to SalesForce

Currently, only goal completions as described above are synced back to SalesForce, periodically.

These are only synced when the campaign has a Movement_Include__c boolean field set to true.