PeopleImport Documentation

What is PeopleImport? PeopleImport is a stand alone Windows based program that is designed to allow the end user to develop customized import scenarios. These scenarios include customized passes to ensure duplicates are not created, but rather tha...

PeopleImport Restore InstructionsIf records were imported/updated incorrectly, the original Salesforce data can be restored to the state prior to the import. Common reasons for a bad update include matching on just First Name and Last Name (e.g. J...

Scenarios can be created and then saved for future use for imports that use a standard template and matching criteria for importing data. Capabilities & Features Saved on a central server by Salesforce Organization ID for future use Commonly use...

Stage 1 is where the input file is selected and fields from the data source are mapped to the appropriate fields in Salesforce. Options are provided as to which fields should be inserted on new records and updated on existing records. Capabilitie...

Stage 2 is where the user decides if the input file should be compared to all records in Salesforce or just a subset of Leads, Contacts, or Accounts. Capabilities & Features Ability to compare the incoming spreadsheet to all Leads, Contacts and ...

Stage 3 is where the user decides how the incoming data will be compared against the Leads and/or Contacts already loaded in Salesforce. The user can select from a near unlimited (within reason) number of Lead and Contact matches and they can be p...

Matched records can optionally be assigned to existing Campaigns, and/or Tasks can be created. Creating Campaigns or Tasks in a particular Step allows specific Campaigns/Tasks to be broken out by Object Type (Leads vs. Contacts) and/or by operati...

If no match is found in any of the object matching steps, the record can be inserted using either Create New Lead, Create New Contact/New Account, or Do Nothing can be selected to just ignore the new record This step should always be reviewed to...

Stage 4 is where Campaign Links and Tasks can be created globally for all records in the input file, or any records that were NOT linked to Campaign or assigned a Task in any of the matching steps in Stage 3. This step is optional and can be skip...

Stage 5 is where the search for duplicates is initiated. The results can then be reviewed and verified, and ultimately committed to Salesforce. Capabilities & Features Ability to group the results for easier review Individual records can be chec...

Match Categories All - All Categories Alpha - Techniques for text Contact - Techniques specifically for dealing with Contact names CRM - Techniques for Customer Relationship Management Categories Geo - Techniques for address information Internet ...

QUESTION: Does DemandTools, PeopleImport and DupeBlocker have support for non-English character sets (i.e. international)?  ANSWER: Yes, all three tools can handle non-English character sets (i.e. double byte and cyrillic).  Be careful of the ...

As of 6/29/2018, LAHThis document is intended for internal purposes only The HEDA template can be installed in any org (i.e. Developer or Partner Enterprise) from the Salesforce AppExchange: https://appexchange.salesforce.com/appxListingDetail?lis...

Known Issues Between NPSP Template and Validity Tools DISCLAIMER:  Customers with NPSP implementation should run their own tests in their environments to accurately determine issues that may arise.  Testing for NPSP was done on the household accou...