1 & 2. Lead/Contact Mapping Defaults
Default mappings to be used when data is mapped in Stage 1 from the input file to the fields in Salesforce. Once fields are mapped, individual settings can be updated on a field by field basis. There are separate defaults for Leads vs. Contacts/Accounts.
The "Update" option is checked as the default for both Leads and Contacts when the application is first installed. Many users prefer to update this to "Update Only if Blank" and then when mapping fields in Stage 1, manually change this to "Update" for those fields where the incoming data should overwrite existing data. This is especially important for Company and or Account Name fields, and Owner fields.
- Show in Grid: Default - checked. Checked displays the current Salesforce data for that field in the Final Results Grid
- Insert: Default - checked. Checked ensures that the data from the incoming spreadsheet will be inserted into the field in which it is mapped during new record creation
- Update Options: Default - Update
- Do Not Update: Do not update Salesforce data with data from the spreadsheet when a match is found
- Update: Always update the Salesforce data with data from the spreadsheet when a match is found
- Update Only if Blank: Only update Salesforce data with the data from the spreadsheet if the field in Salesforce is blank
When mapping fields in Stage 1, there will also be an option to merge for long area text fields, multi-select pick list fields and boolean (true/false checkbox) fields. This will merge the value in the incoming spreadsheet with the existing value in Salesforce. Merge CANNOT be selected as a default setting and must be specified on a field by field basis when mapping fields in Stage 1.
3. Auto Login
- When checked, will bypass the login screen using the username and password supplied when auto login was first checked
- If Salesforce login credentials change and auto login is turned on, PeopleImport will automatically clear the login information and return the user to the login screen.
4. Expand Mapping Options
- When checked, detailed mapping options will show under the field that has been mapped.
5. Use Salesforce to View Objects
- Checked opens a record directly in a Salesforce window when selecting a record link in the final results grid. Unchecked provides a "quick" view of the record.
6. Trigger User Emails (via assignment rules)
- Checked triggers user emails to be sent based on a Salesforce Lead assignment rule used for new Leads in Stage 3
- The assignment rule in Salesforce must be set up to send user emails, and emails will ONLY be triggered if this option is checked
- Checking this option will NOT trigger emails for tasks
- There is no option for triggering emails for tasks, but reminders can be set when creating the task
7. Prepend Long Text Merges
- Checked prepends vs. appends new data when selecting "merge" for text area or long area text fields in mapping
8. Show Help Icons
- Checked displays the help icons,
, on all the screens. Unchecked hides the icons from view
9. Update/Insert Batch Size
- To speed processing and optimize Salesforce API calls, PeopleImport sends data through the Salesforce API in batches of 100 by default
- The batch size can be increased as high as 200, and can be set as low as 1
- Lowering the batch size to 1 will use 1 API call per record being inserted and updated, and also for any campaign links or tasks being created
- There is a limit imposed by Salesforce on how many API calls are allowed in a 24 hour period
- Batch size should only be lowered if there is an APEX trigger that has not been optimized for batch processing such that "Too Many SOQL Errors" are generated during the import process. Ideally, the trigger code should be updated to avoid this error and allow a batch size of 100
10. Salesforce Timeout (in Minutes)
- The amount of time PeopleImport will wait for a query request to be accepted but the Salesforce API before timing out
- Default setting is 2 minutes
- Can be increased as high as 10 minutes
- May need to be increased for large queries that are receiving "Error accessing data. The operation has timed out" errors as seen in the logfile
11. Show Save/Load Local Scenarios
- Checked enables the option to save/load scenarios locally from/to the user's PC
- Allows easier re-use of scenarios across different organizations e.g.:
- Consultants working on different Salesforce Organizations
- Sharing Scenarios between production and sandbox
- Allows users to backup their own scenarios locally
12. Download All User Types
- Checked allows new Leads/Contacts/Accounts to be assigned to a Partner User by mapping over the user ID
- After checking the box WILL NEED TO LOGOUT AND BACK IN TO PEOPLEIMPORT for the option to take effect
- Unchecked: Users will receive an error that the input value could not be converted to an owner ID when attempting to assign owners to a Portal User
- "Converting Alias or Name to ID",,,,,,,"The input value of 005A0000001MTZ8 could not be converted to an owner ID. The current Users ID was used"
- If Partner Portal is not enabled in the Salesforce instance, checked/unchecked will have no effect
13. Relogin Session Time No Longer Needed in Version 2.2 (pulls directly from Salesforce)
- PeopleImport will "ping" Salesforce at the specified interval to avoid losing the Salesforce API session due to a Salesforce Session Time Out
- Can be set to 15 minutes, 30 minutes, 1 hour, 2 hours, 4 hours or 8 hours
- Chosen interval should be less than or equal to the users Salesforce Session Timeout value
- Default setting is 2 hours
14. Default Restore File Extension
- Restore files are created for any Leads, Contacts and/or Accounts that are updated
- This setting specifies the file types for the restore files
- Options include xls, xlsx, csv and mdb
- csv is the default
NOTE: Keep in mind that xls files can only handle 65,536 rows, so use with caution if uploading files with 65,536 or greater input rows in case more than 65,536 Leads, Contacts or Accounts will be updated (will not get restore files in that case)
15. Proxy Settings
- Select this button to update proxy information or to change the "Custom Endpoint" setting (used to access the Sandbox)
- Proxy Settings are also accessible from the login screen (upper right hand corner)
- Click HERE for more information on this setting
