Salesforce
Data Migration
Management
Maintain data integrity while moving data in and out of Salesforce.
The Validity DemandTools platform includes secure data migration tools for Salesforce allowing for more efficient and effective data management.
Import
Add data to Salesforce without creating duplicates and eliminate pre-import data prep.
The DemandTools platform allows you to work more efficiently when importing data from various sources. It maintains data integrity through duplicate prevention and standardization for consistency and better record management. With the DemandTools platform, you can accomplish the following functions:
- Perform insert, update, and upsert operations on standard and custom object records, including Attachments and Content Documents.
- Get source data from .xlsx or .csv files, or connect to other Salesforce orgs, MySQL, MSSQL, and Dynamics 365 environments to streamline data sharing between databases.
- Control which rows from an input file are processed and which records are queried from a connected database, e.g., start at row 50 and end at row 200; only import records from another Salesforce org if the owner is Integration User.
- Maintain data standardization requirements while eliminating pre-import data prep with pre-built and customizable formulas. For example, you can format all countries to the two-character abbreviation.
- Invoke Salesforce assignment rules to automatically assign record ownership for imported records.
- Prevent duplicates by comparing incoming data against records on multiple standard or custom objects and identify matching records using a key field or user-defined matching rules. For example, you can compare an event attendee list against existing Leads, Contacts, and Accounts.
- Create Tasks for any record during import to track and trigger sales, service, or marketing touchpoints.
- Add Contacts and Leads to Campaigns for a complete import process that ensures your relationships are nurtured properly.
- Save field mappings and matching logic for automation and import consistency across your business.
- Process imports with confidence and rely on automatically generated restore files to reverse unwanted changes.
Match
Find matching records between your Salesforce org and other databases.
Data matching allows you to identify when records from another database also exist in Salesforce and enables you to extract information from the matching Salesforce records such as the record ID and field level data. The DemandTools platform allows you to:
- Identify matching records between Salesforce and external spreadsheets, other Salesforce orgs, MySQL, MSSQL, and Dynamics 365 environments.
- Export found matches to append DataSalesforce record IDs and field–level information to the database being compared and avoid doing cumbersome v-lookups across exported data sets.
- Find matching records using different combinations of fields and matching algorithms for greater versatility.
- Use over 20 exact, fuzzy, and customizable matching algorithms to identify the different ways duplicate information can be stored across databases.
- Save comparison scenarios to expedite recurring pre-import and data retrieval processes.
Export
Extract specific datasets to transfer Salesforce information to other business systems or back up Salesforce records.
The DemandTools platform gives you more control over how you export from Salesforce, making sure your data is fit for its intended use. Export functions include:
- Export only the records and fields you want with user-defined conditions.
- Use field-level data from related objects to specify which records to export.
- Export archived Tasks that can’t be seen in Salesforce reports.
- Export documents that live in Salesforce Attachments and Content Documents.
- Maintain a current Salesforce backup with on-demand exports or automated exports that run on a schedule.
Delete & Undelete
Remove old records, free up storage space, and stay in compliance with data regulations.
Gain greater control over which records you keep and which you delete with specialized functions in the DemandTools platform. Delete and undelete functions allow you to clean up data in preparation for migration or to stay in compliance while providing a safety net to protect against data loss. Here are a few functions the tool offers:
- Easily query records to delete with user-defined conditions or by loading a file containing the Salesforce IDs of the records to remove.
- Soft-delete records and move them to the Salesforce recycle bin or permanently remove records with a hard delete.
- Preview records to be deleted with the option to manually remove records from the process.
- Automate Delete scenarios to run on a schedule and generate a backup file of the records being deleted.
- Maximize system efficiency using the bulk API to process large amounts of records and use fewer API calls.
- Undelete records in the Salesforce recycle bin to help recover information that was accidentally deleted.
Enhance data migration in Salesforce with the DemandTools platform.
“DemandTools has been an absolute game-changer for me. I highly recommend it. There are so many features, and the interface is very intuitive. It’s streamlined my data management tasks, saving me countless hours of manual work. From deduplication to data cleansing, DemandTools has consistently delivered results, empowering me to maintain a clean and organized database effortlessly. It’s an indispensable tool for anyone dealing with large volumes of data.”
Courtney Cusch, Digital Marketing Specialist, CreditorWatch Holdings Pty Ltd.