MassEffect Feature List & Example Use Cases

MassEffect is an ETL tool that allows users to create, edit, delete, undelete and export records with the use of an external file.

Uses

• ETL tool (Extract, Transform, Load)

Supports

• Objects: Standard & Custom
• Fields: Standard & Custom
• International & Double Byte characters
• File Types (varies by mode): .csv, .xlsx, .xls, .mdb, .accdb, .tab, .udl, system DSN connector
• SOAP API processing
• Bulk API processing
• Scenario Scheduling

Features

• 6 modes:
  • 5 for processing data from an external list into Salesforce
  • 1 export from Salesforce option

1. Insert New Records
2. Update Existing Records
3. Upsert Records
4. Delete Records
5. Undelete Records
6. Export Records

• Option to read .csv file with UTF-8 encoding
• Controls to specify if all or a subset of records from the input file are processed
• Process blank input value(s) option (overwrite populated Salesforce data with an incoming blank value)

Features by Mode

• Insert New Records
  • Create new records for any object
  • Input data field value formatting formulas:
    • Proper Case; Upper Case; Lower Case; Zip Code Clean, Country & State ISO formatting; North American Phone (format) Fix
  • Ability to view Salesforce field attributes:
    • Type; Length; Label; Required; External ID; Unique; Auto Number; Calculated; Creatable; Filterable
  • Add a constant field value to all records in the process
  • Auto-generated post-processing file containing original input data and created Salesforce record IDs
• Update Existing Records
  • Update existing records for any object based on a key field of the user’s choice
  • Use any field as the Key field
  • Input data field value formatting formulas:
    • Proper Case; Upper Case; Lower Case; Zip Code Clean; Country & State ISO formatting; North American Phone (format) Fix
  • View Salesforce field attributes:
    • Type; Length; Label; Required; External Id; Unique; Auto Number; Calculated; Creatable; Filterable
  • Update only if Salesforce field is blank option
  • Merge input value with existing Salesforce value option
    • Append or Prepend to existing value(s)
    • Applies to Boolean, Text Area, Text Area (Long) & Multi- Select Picklist fields
  • Add a constant field value to all records in the process
  • Restore file option
• Upsert Records
  • Create new and update existing records for any object based on a key field of the user’s choice
  • Use any External ID or Salesforce ID field as the Key field
  • Populate lookup fields with an External ID
  • Input data field value formatting formulas:
    • Proper Case; Upper Case; Lower Case; Zip Code Clean; Country & State ISO formatting; North American Phone (format) Fix
  • View Salesforce field attributes:
    • Type; Length; Label; Required; External Id; Unique; Auto Number; Calculated; Creatable; Filterable
  • Add a constant field value to all records in the process
  • Restore file option
• Delete Records
  • Delete records of any object
  • Requires only a file of Salesforce IDs to delete records
  • Cascading delete
  • Deletes records to the Salesforce Recycle Bin
  • Hard delete option (bypasses the Salesforce Recycle Bin to permanently delete the data)
• Undelete Records
  • Undelete records of any object
  • Requires only a file of Salesforce IDs to undelete records
  • Only undeletes records in the Recycle bin
  • Undeletes Child records involved in a cascading delete when the Parent record is undeleted
• Export Records
  • Export all or a subset of records for any object
  • Export archived and deleted records
  • Export Attachments, Documents or Content files
    • Decoded
    • 64-base encoded
  • User selection of fields to include in the export
  • Joined table field access
    • Create record export conditions with fields from joined tables
    • Export field level data from joined tables
  • Append export date and time to file name

Processing Tools

• Restore File:
  • Saves a file locally of the records modified
• Insert mode:
  • Post-processing file with newly created record IDs
• Show Error Listing (in the module):
  • Real-time view of current errors
• Log File:
  • Reports errors encountered during processing, process date and time, and other process variables
• Save Scenario:
  • Saves all settings and field mappings for future manual or scheduled processing
• Processing options:
  • SOAP API batch size control
  • Bulk API batch size control
  • Deactivate Chatter Feed tracking
  • Invoke the default Lead/Case/Territory assignment rule
  • Send user email alert when Task or Lead ownership is assigned

Use Cases

• Export & Delete:
  • Export all Contacts without an email address or phone number and delete those records
• Insert:
  • Associate Leads or Contacts to a Campaign (create Campaign Member records)
• Upsert:
  • Using the Account Number as the key field, update Account ownership for existing records and create Accounts for records with an Account Number that can’t be found
• Undelete:
  • Undelete records involved in a merge gone wrong, facilitating an easier restore process
• Update:
  • Using a spreadsheet of only email addresses and the Salesforce Email field as the key field, update Lead Status to Unqualified