Select Incoming Data Source
Begin by selecting the input file that will be used for comparison to Salesforce records.
DemandTools is available in both 32bit and 64bit versions. The 64bit version is highly recommended for users wanting to compare input files of 200K or larger, and/or comparing to millions of existing records. A Bulk API option is also available for users running on a 32bit PC where the 64bit version IS NOT an option (or running on a 64bit PC with 32bit Office 2010 or lower).
1. Use Bulk API: Check this box to use the Bulk API to avoid "System out of Memory" exceptions when reading in/comparing to high volumes of records
- Recommended for users running the 32bit version of DemandTools with input files of approximately 70K rows or more, and/or matching to Salesforce existing records of approximately 2 million or more.
- The speed is highly dependent on the input data file size (rows and columns) and number/complexity of matching steps defined
- Files in excess of 300K (as a guesstimate) may still work but will take significantly longer to process
- This is a highly multi-threaded application, therefore when running on a multiple core computer it will work significantly faster, e.g. an 8 core computer will be at least 6x faster than a single core
- Only recommended for large input files due to the following limitations:
- No preview option, the results are exported directly to a CSV file
- CSV files ONLY for input and output
- Cannot select fields from related objects (limitation of the Bulk API) when:
- Selecting fields to write to the final output file
- Deciding which records to compare to
- Picking fields to match to
If you are comparing to Contacts or Opportunities and need the account.name field, create a custom field on the Contact/Opportunity record that holds the calculated field account.name
2. Select the file by clicking Select File
- Browse to find the file and click "Open"
- When Use Bulk API is checked, only CSV files will be shown, otherwise all supported types will be available for selection
3. If an .xls, .xlsx, .mdb or .accdb file has been chosen the user must select the worksheet/table name to process by clicking on it (will highlight in blue)
- Click Use on the right or double click to select (the fields from the spreadsheet/table will populate in the left column of the page)
- The number of records loaded will be displayed in red
- Read CSV as UTF8: Select this option to force files to open in UTF-8 encoding, even if they were saved in a different format
Notes:
1. File size recommendations for when to use Bulk API are estimates only. The overall size of the file including number of rows and columns as well as the total number of matching steps will effect when Bulk API should be used.
2. Due to the limitations of Bulk API noted above SOAP API is recommended unless using very large input files.
Select Object to Use
Select the object to compare the input file to. Any object can be selected for comparison.
- Using the drop down box, select the Salesforce object in which to compare the external data
- Click Use Object
- Populates the list of fields available to show on result grid and final output file (below)
Fields to Show on Final Output File
Select fields to display on a results grid and final output file.
- To select a field on the selected object, click on the corresponding check box
- To select a field from a related object, click the "+" sign next to the name of the object and click the checkbox for the desired field
- After selecting fields from a related object, collapse the field set by clicking the "-" sign next to the object name
- Related fields NOT AVAILABLE with Bulk API
- Selected fields will appear on the right hand side of the screen
- Fields will be displayed on the results grid and export file in the order in which they were added
- Fields can be dragged and dropped to any position in the list and all other fields will be automatically re-numbered accordingly
- Dropped fields will be placed above the highlighted field
Click in the bottom right hand corner to move to Step 2.
Click HERE for more information on Step 2 - Conditions and Mapping
