MassImpact

The DemandTools MassImpact module is a multi-table data manipulator which can be used to modify hundreds or thousands of EXISTING records WITHOUT importing or exporting. MassImpact allows the administrator to select specific records in Salesforce...

Select Object to Update and Fields to Show 1.  Select Object to Update Any object in Salesforce can be selected for update (Salesforce permitting).  Pick the object from the drop down list and click "Use Object".  This will load all the fields fr...

Select Records and Field(s) to Change 1.  Select Records to Change Create conditions to specify which records should be updated.  MassImpact can be used to update all records in a particular table but typically only a subset of records should be u...

Review and Update Records Results Grid The Results Grid will show records that met the criteria in Step 2 to be affected by the change and the new values for any fields to be updated.  REVIEW the data carefully before processing the update. 1.   ...

Rounds a number DOWN to the nearest integer Int(NumberValue) Example:  Int({annualrevenue}) Input: 1,000,000.75 Result: 1,000,000 Click HERE to return to the full list of MassImpact Formulas

Attempts to reformat US zip codes adding a leading zero if needed.  The primary purpose is to fix zip codes where the leading zero was truncated on import. ZipCodeClean(StringValue) Example: ZipCodeClean({billingpostalcode}) Input: 2043 Result: 02...

A StateMatchOverrides.txt file can be found in the Documents\DemandToolsData\ReplaceList directory or Documents\PeopleImportData\ReplaceList directory.  This file can be used to customize the "State Match" mapping type and the "StateMatchShort" an...

General Notes Create custom formulas from scratch: Extend a Close Date by 30 days:  {closedate} + 30, input:  03/31/07, result: 04/30/07 Concatenate 2 text fields or take one field and add a constant.  For example, set the Opportunity Name equal ...

Takes a field and upper cases letters. UCase(StringValue) Example:  UCase({billingstate}) Input: ma Result: MA Click HERE to return to the full list of MassImpact Formulas

Converts the input value to a number.  If the input value is a number field that is empty (null), it will convert to a 0. toNumber(InputValue) Click HERE to return to the full list of MassImpact Formulas

Trim all trailing spaces from a text field TrimEndSpaces(StringValue) Example:  TrimEndSpaces({firstname}) Input:  "John   " Result:  "John" Click HERE to return to the full list of MassImpact Formulas

StateMatchShortName(StateValue, UseFuzzy) Updates all US states & Canadian provinces to the ISO two character abbreviation. Ability to customize the state formulas to accommodate international states.  Click HERE for more details. Note:  "Usefuzzy...

Search a field, find a particular string, and replace with desired string.  For use only on text fields. StringReplace(StringValue, "Find", "Replacement") Example:  Could be used to remove "Delete***" from an Account Name. StringReplace({name}, "D...

MassImpact Formula - NaPhoneFixTakes a phone number and formats it to match the format as entered in the Salesforce user interface. For example: (XXX) XXX-XXXX.  Will also standardize an abbreviation for extension to x.NaPhoneFix(StringValue)Examp...

Allows users to build their own custom regular expressions to manipulate data in a specific way. Knowledge of regular expressions IS REQUIRED to use this formula and customers are responsible for building their own expressions.  There are several ...

Converts country to ISO 2 character name. CountryMatchReturn2CharacterName(CountryValue, UseFuzzy) Note:  "Usefuzzy" when set to true will perform a phonetic match on the long name of the country name in an attempt to catch spelling errors. When s...

Trim all leading spaces from a text field. TrimStartSpaces(StringValue) Example:  TrimStartSpaces({firstname}) Input:  "   John" Result:  "John" Click HERE to return to the full list of MassImpact Formulas.

Search a field, use a regular expression to find data, and replace with desired string. For use only on text fields. RegExReplace(InputString, RegularExpression, ReplaceString) Knowledge of regular expressions IS REQUIRED to use this formula and c...

Attempts to standardize a Street Address to match the USPS preferred format.  Address line 1 and address line 2 are returned on one line (this is the USPS preferred format). Normalized_US_Address(InputAddress) Example:  Normalized_US_Address({mail...

Allows the ability to insert a carriage return character when concatenating fields or hard-coding data. CR() Example:  "25 Maple Street" + CR() + "Apt 505" Result:  25 Maple St             Apt 505 Click HERE to return to the full list of MassImpac...

Removes the last word from a text string. RemoveLastWord(StringValue) Example: RemoveLastWord({lastname}) Input: Smith Sr. Result: Smith Click HERE to return to the full list of MassImpact Formulas. 

Returns the specified number of characters starting from the right in a text string. Can be used for variable length strings when a starting position is not known. Right(StringValue, NumberOfChars) Example: Right( {accountnumber} , 5) Input: 0000...

Attempts to standardize the address putting the secondary designator ABOVE the street. Normalized_US_Address2LineSuiteFirst(InputAddress) Example:  Normalized_US_Address2LineSuiteFirst({mailingstreet}) Input: One North Main Street, Suite 100 Resu...

StateMatchLongName(StateValue, UseFuzzy) Updates all US states & Canadian provinces to the long formAbility to customize the state formulas to accommodate international states.  Note:  "Usefuzzy" when set to true will perform a phonetic match on t...

Parses the first name into the specified field to be updated. ParseNameReturnFirstName(FullName) Example:  ParseNameReturnFirstName( {name} ) Input:  Full Name field = James Smith Result:  First Name field = James Click HERE to return to the ful...

Returns a date value based on a condition. if_DateReturn(Condition, True Value, False Value) Example:  Set Field:  Opportunity.CloseDate based on probability f_DateReturn({probability} >= 80, ConvertDate("2007-7-30"),ConvertDate("2007-8-30")) To h...

Trim all leading AND trailing spaces from a text field. TrimSpaces(StringValue) Example:  TrimSpaces({firstname}) Input:  "   John   " Result:  "John" Click HERE to return to the full list of MassImpact Formulas.

Parses the last name suffix (e.g. Sr., II, DDS) into the specified field to be updated. ParseNameReturnSuffix(FullName) Example:  ParseNameReturnSuffix( {name} ) Input:  James Smith Jr. Result:  Jr. Click HERE to return to the full list of Mass...

Returns a text value based on a condition. if_StringReturn(Condition, "True Value", "False Value") Example:  Set Field:  Account.Rating based on annual revenue, if_StringReturn({annualrevenue}>100, "Hot", "Cold"). Results:  Annual Revenue greater ...

Assigns a random value from 0 to 100. random_0to100() Example: random_0to100 Populate the random_c field with a random number from 0 to 100 Result: 62 Result: 3 Random functions can be used to assign a random number and then select a random samp...