MassImpact Feature List & Example Use Cases

MassImpact is a data manipulation tool that allows users to query existing Salesforce records and set up changes to field level data. Also, a powerful data analytics tool.

Uses

• Field Value Modification & Entry; Analytics

Supports

• Objects: Standard & Custom
• Fields: Standard & Custom
• International & Double Byte characters
• SOAP API processing
• Bulk API processing
• Scenario scheduling

Features

• Update fields on one object per process
• Modify all or a subset of an object’s records
  • Record limiting conditions may be based on the selected object’s fields or a related object’s fields
• Modify one or multiple fields per process
• Ability to process blank input values (blank out populated Salesforce fields)
• Comes with 19 pre-built scenarios
• 5 Modification Options
  1. Value: Enter or choose a field value (whether the value is entered or selected is based on field type)
  2. Field: Copy the value from a field and paste it into a different field; Supports cross object updates
  3. Formula: Apply a formula to determine the change to a field’s value; Supports nesting formulas
  4. Object Count: Count any related object with or without record limiting conditions
  5. Field Sums: Sum field values from a related object with or without record limiting conditions

Processing Tools

• Results Grid
  • Review current Salesforce values and proposed changes before processing; Supports user selection of records to process
• Export Results Grid
  • Share proposed changes with non DemandTools users; Use when results do not need to be processed into Salesforce
• Restore File
  • Saves a file locally containing the records modified, record IDs, previous values for the modified field(s) and all fields shown in the grid
• Log File
  • Reports errors encountered during processing, process date and time, and other process variables
• Save Scenario
  • Saves all settings for future manual or scheduled processing
• Processing Options
  • SOAP API batch size control
  • Bulk API batch size control
  • Deactivate Chatter Feed tracking
  • Ability to invoke the default Lead/Case/Territory assignment rule

Example Use Cases

• Value
  1. Change the/Assign a Record Type for all customer Accounts
  2. Change the owner on all Contacts where email, phone and address are blank (i.e. Contacts without a way to be reached)
• Field
  1. Copy the Account number onto all associated Contacts
  2. Copy the Account phone onto all Contacts with a blank phone
• Formula
  1. Format Countries to an ISO standard value (2-character, 3-character, Long Form or ISO number)
  2. Find all websites that end in a forward slash and remove the slash
  3. Parse out the first name and last name when both are entered in one field
  4. Proper case the Account Name (or any text)
  5. Create an Account site field by combining the City and State field values, i.e. Concatenate multiple values from multiple fields
  6. Format Canadian postal codes to the 3-character, space, 3-character arrangement
  7. Format Social Security numbers to the three-digit, hyphen, two-digit, hyphen, three-digit arrangement
  8. Increase all PriceBook Entries between $5.00 and $10.00 by 20%
• Object Count
  1. Count all open Cases per Contact
  2. Count all Cases per Account
  3. Count how many Contacts have an email address, per Account
  4. Find all Accounts created over a year ago without an Opportunity
• Field Sums
  1. Sum all closed won Opportunities – great info on which to base loyalty programs!
  2. Sum all Campaigns on a Contact this quarter and this year, i.e. how many marketing touches per user per specified time period