Permission Sets
Overview
- Permission Set Name: MoveData_Nonprofit_Extensions
- Label: MoveData Nonprofit Cloud Extensions
- Activation Required: No
- Purpose: Grants users the minimum permissions to objects accessed as part of the MoveData Nonprofit Cloud Extension Flows
Description
This permission set provides the necessary field-level and object-level permissions for users who need to execute MoveData Nonprofit Cloud Extension Flows. It is designed to grant minimal access required for the integration whilst maintaining security best practices. The authorised user for MoveData should be assigned this permission set to enable proper flow execution and data processing with Salesforce Nonprofit Cloud data models.
Object Permissions
Account
- Read Access: Yes
- Create/Edit/Delete: Yes/Yes/No
- View All Records: Yes
- Modify All Records: No
Contact
- Read Access: Yes
- Create/Edit/Delete: Yes/Yes/No
- View All Records: Yes
- Modify All Records: No
Campaign
- Read Access: Yes
- Create/Edit/Delete: Yes/Yes/No
- View All Records: Yes
- Modify All Records: No
Opportunity
- Read Access: Yes
- Create/Edit/Delete: Yes/Yes/Yes
- View All Records: Yes
- Modify All Records: Yes
Product2
- Read Access: Yes
- Create/Edit/Delete: Yes/Yes/No
- View All Records: No
- Modify All Records: No
GiftCommitment
- Read Access: Yes
- Create/Edit/Delete: Yes/Yes/No
- View All Records: Yes
- Modify All Records: No
GiftTransaction
- Read Access: Yes
- Create/Edit/Delete: Yes/Yes/No
- View All Records: Yes
- Modify All Records: No
Field Permissions
Account Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
PersonHasOptedOutOfEmail |
✓ | ✓ | Email opt-out status for person accounts |
movedata__Protect_Name__c |
✓ | ✓ | Controls name field protection during processing |
Phone |
✓ | ✓ | Account phone number |
Contact Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
AccountId |
✓ | ✓ | Associated account relationship |
Email |
✓ | ✓ | Contact email address |
HasOptedOutOfEmail |
✓ | ✓ | Email opt-out preference |
Phone |
✓ | ✓ | Contact phone number |
Title |
✓ | ✓ | Contact job title |
Campaign Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
| MoveData Custom Fields | |||
movedata__Campaign_Code__c |
✓ | ✓ | Campaign identification code |
Campaign_URL__c |
✓ | ✓ | Campaign webpage URL |
Fundraising_Account__c |
✓ | ✓ | Associated fundraising account |
movedata__Platform_Key__c |
✓ | ✓ | External platform key for matching |
movedata__Platform__c |
✓ | ✓ | Platform identifier |
movedata__Protect_Campaign_Parent__c |
✓ | ✓ | Campaign parent relationship protection |
movedata__Protect_Name__c |
✓ | ✓ | Name field protection |
| Standard Campaign Statistics (Read-only) | |||
ActualCost |
✓ | - | Campaign actual costs |
AmountAllOpportunities |
✓ | - | Total opportunity amounts |
AmountWonOpportunities |
✓ | - | Won opportunity amounts |
BudgetedCost |
✓ | - | Budgeted campaign costs |
ExpectedRevenue |
✓ | - | Expected campaign revenue |
NumberOfContacts |
✓ | - | Campaign contact count |
NumberOfConvertedLeads |
✓ | - | Converted lead count |
NumberOfLeads |
✓ | - | Campaign lead count |
NumberOfOpportunities |
✓ | - | Campaign opportunity count |
NumberOfResponses |
✓ | - | Campaign response count |
NumberOfWonOpportunities |
✓ | - | Won opportunity count |
NumberSent |
✓ | - | Campaign communications sent |
| Hierarchy Statistics (Read-only) | |||
HierarchyActualCost |
✓ | - | Hierarchical actual costs |
HierarchyAmountAllOpportunities |
✓ | - | Hierarchical opportunity totals |
HierarchyAmountWonOpportunities |
✓ | - | Hierarchical won opportunity amounts |
HierarchyBudgetedCost |
✓ | - | Hierarchical budgeted costs |
HierarchyExpectedRevenue |
✓ | - | Hierarchical expected revenue |
HierarchyNumberOfContacts |
✓ | - | Hierarchical contact counts |
HierarchyNumberOfConvertedLeads |
✓ | - | Hierarchical converted lead counts |
HierarchyNumberOfLeads |
✓ | - | Hierarchical lead counts |
HierarchyNumberOfOpportunities |
✓ | - | Hierarchical opportunity counts |
HierarchyNumberOfResponses |
✓ | - | Hierarchical response counts |
HierarchyNumberOfWonOpportunities |
✓ | - | Hierarchical won opportunity counts |
HierarchyNumberSent |
✓ | - | Hierarchical communications sent |
Opportunity Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
Amount |
✓ | ✓ | Opportunity amount |
Description |
✓ | ✓ | Opportunity description |
movedata__Platform_Key__c |
✓ | ✓ | External platform key for matching |
Type |
✓ | ✓ | Opportunity type classification |
OpportunityLineItem Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
Description |
✓ | ✓ | Line item description |
Discount |
✓ | ✓ | Applied discount amount or percentage |
ListPrice |
✓ | - | Standard list price (read-only) |
Platform_Key__c |
✓ | ✓ | External platform key for matching |
ProductCode |
✓ | - | Product code identifier (read-only) |
ServiceDate |
✓ | ✓ | Date of service delivery |
Subtotal |
✓ | - | Line item subtotal (read-only) |
TotalPrice |
✓ | - | Line item total price (read-only) |
Product2 Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
Description |
✓ | ✓ | Product description |
DisplayUrl |
✓ | ✓ | Product display URL |
Family |
✓ | ✓ | Product family classification |
Platform_Key__c |
✓ | ✓ | External platform key for matching |
ProductCode |
✓ | ✓ | Product code identifier |
Protect_Name__c |
✓ | ✓ | Product name protection |
QuantityUnitOfMeasure |
✓ | ✓ | Unit of measure for quantities |
StockKeepingUnit |
✓ | ✓ | SKU identifier |
GiftCommitment Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
Platform_Key__c |
✓ | ✓ | External platform key for matching |
GiftTransaction Fields
| Field | Read | Edit | Purpose |
|---|---|---|---|
Platform_Key__c |
✓ | ✓ | External platform key for matching |