Blog

Category: News

Speed up your importing with SimpleImport Spring ’22 (20220118)

by Callum Hurry in News SimpleImport

We know that when it comes to tasks like importing, every second counts.

That’s why we’ve released a service update for SimpleImport (20220118). Based on our customers’ usage, we found that loading speeds during the import workflow could be improved, so we’ve improved them.

Small changes influenced by your real-world usage mean big improvements. So let’s take a look at what’s changed.

A faster SimpleImport

What have we updated and what does this mean?

Scenario 1:

  • Loading object metadata can be costly. We may only be talking seconds, but seconds add up. That’s why we only want to load the object metadata you want to work with when it’s needed.

The solution:

  • SimpleImport usage revealed that users rarely wanted to import to the first object in the picklist.
  • As a result we removed the auto-selection of the first object displayed during object selection.

The result:

  • Users no longer have to wait for the first object’s metadata to load before selecting the object they actually want to import into!
  • Just have one object available? Don’t worry, we’ll auto-select this one for you – it’s the only option after all!

Scenario 2:

  • Auto-mapping fields took too long. Having to wait for this process to finish before being able to interact was just inconvenient. We strive to remove as much waiting time as possible because that’s just not productive.

The solution:

  • We’ve significantly optimized the auto-field mapping process to minimise the loading time on the mapping page.

The result:

  • The waiting time scales depending on how many fields are in the file.
  • We know this waiting is as a result of SimpleImport offering a helping hand, but now the hand is much, much faster!

How do I access SimpleImport Spring ’22?

Great question! This is a service update so you will automatically have access to the new workflow if you are already using SimpleImport.

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.

SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Find out more

Team highlights of the year

by Laura Truman in News

2021 has been a busy and hectic year for all of us here at ProvenWorks, so we wanted all the team to spend a moment to reflect on their achievement and memorable highlights of the year.

Without further ado here are our highlights of the year. 

Beth Clements, our Operations Director

“Working closely with 23 inspiring non-profits, helping them to be data heroes and meeting a bunch of awesome people along the way!”

Ruth Cawdron, our Marketing Director

  • “ProvenWorks winning the 2021 Salesforce Partner Innovation Award for our work with Malala Fund! Read the article here.
  • Becoming a Ranger after starting Salesforce Trailhead in March!
  • Winning the Salesforce Partner Innovation Award for your work with the Malala Fund.”

Chris Sweet, our Customer Success Executive

“Working with and supporting 94 customers to ensure they keep getting the absolute best and most out of our products!”

Joel Mansford, our Managing Director

“My highlight of the year has been increasing our ProvenWorks team by more than 50% in the past year, gaining superbly talented people. They’re all AMAZING!”

Adel Nazirov, our Senior Developer

“As a Senior Developer, it was a great feeling introducing best practice protocols across the ProvenWorks development team this year.”

Callum Hurry, our Director of Product Engineering

  • “Working with Cloud for Good and seeing the University of Alabama Birmingham use AddressTools in their demo at the Salesforce Higher Education Summit! See the shoutout: https://youtu.be/wWG0K4-SgLY?t=563 
  • Reading the amazing and inspirational customer stories, and learning how ProvenWorks products have improved data quality issues at so many organisations.”

Laura Truman, our Marketing Assistant

  • “Leading the ProvenWorks data cleansing campaign to share my knowledge of how to maintain good data in Salesforce. Discover it all here.
  • Getting hands on with leads in Salesforce and putting my Trailhead knowledge into practice!”

Denis Gurbuz, our Sales Executive

“My highlight has been becoming part of the team and enhancing the ProvenWorks’ Discovery Demo content.”

Damian Tomczik, our Sales Director 

“Connecting with everyone in the office again and meeting the new ProvenWorks team members – in person!”

Andrey Vyshlov, our Chief of Staff 

“Getting to know the ProvenWorks team and having an opportunity to bring a growth mindset into the picture! 

Here’s to a super successful 2022 filled with awards, record sales, and investments.” 🥂

Apache Log4j2 vulnerability: ProvenWorks solutions unaffected

by Callum Hurry in News

ProvenWorks update relating to the identified Apache Log4j vulnerability.

Resources:

US CISA Log4j Guidance Page

UK NCSC Log4j Guidance Page

Salesforce Log4j Information Page

status.salesforce.com

We are writing to confirm that no ProvenWorks solutions are affected by the Apache Log4j2 vulnerability. We do not utilize the impacted libraries for any of our packages.

To confirm, Apache Log4j does not impact any ProvenWorks solutions.

As part of our security processes and systems, we are monitoring the ongoing situation and evaluating any potential risk.

We will keep you updated with any additional information that we deem relevant to report upon in relation to ProvenWorks solutions, as it becomes available. If you have any additional questions you can reach out to us at info@provenworks.com.

Discover the best strategies for verifying addresses in Salesforce: free webinar

by Ruth Cawdron in News

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar.

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar. Speaker: Callum Hurry, Director of Product Engineering at ProvenWorks.

Can you automate it?

Should you let your users get involved?

Should you do it in batches?

There’s more to verifying addresses in Salesforce than you think!

That’s why we’re sharing our expertise for the Salesforce ecosystem in this free webinar.

What will I learn?

In 30 minutes you’ll learn:

  • why verifying addresses is important
  • pros and cons of different types of verification
  • our top recommendations from years of experience

Plus there’ll be a live Q&A for a chance to ask your questions – think of it like free Professional Services!

Who’s doing the talking?

Callum Hurry, Director of Product Engineering at ProvenWorks, has over 7 years experience of working with addresses in Salesforce. He’s seen every kind of org (no really!) and he’s sharing the insights he’s learned along the way.

How do I watch it?

Watch now using our registration link below and start your journey to verified addresses in Salesforce.

Watch now

About ProvenWorks

We know all about how to verify addresses in Salesforce and we mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.

Learn more

Everything you need to know about the SimpleImport Winter ‘22 Release

by Callum Hurry in News SimpleImport

The time has arrived! We’re so excited to share with you the SimpleImport Winter ‘22 (20211129) Release!

With an optimized workflow, updated error messages, a nifty feature addition and a new summary page, there’s plenty to cover so let’s get started.

1. Define your Import Type

Firstly… ambiguous toggles are gone from the mapping page! SimpleImport now has a dedicated page for defining your Import Type; choose between an Insert, Update or Upsert. A new quick-to-adopt Matching Conditions query builder finds existing records when you are configuring an Update or Upsert job.

2. A mapping page, just for mapping fields!

Thanks to the dedicated Import Type page we’ve just seen, the mapping page now focuses on its key objective – mapping fields! It’s simpler than ever to map your spreadsheet columns to Salesforce fields, and the field finder has been revamped to be faster and more accurate than before.

3. Harness the power of Constant values

Are you importing products and want them all to be active? Or inserting new US accounts? Introducing Constant values. Don’t waste time duplicating data in your spreadsheet; tackle it directly on the mapping page. Hit Add Constant, map the value, and away you go!

4. Clearer error messages

Sometimes errors happen and we’ve been working hard to make our messaging as clear as possible so that you can identify the issues and work on solving them. Perhaps something is misconfigured, or required fields are missing? SimpleImport will let you know!

5. Review your import settings

Importing can be stressful so we’ve introduced a new summary page to provide an overview of the import job you’re about to submit. See your object selections, matching conditions, mapped fields and review the job estimation all in one place. Sound good? Well you can save the mapping here for future use!

6. Load and save mappings where it matters

Load mappings at the beginning of your journey, and save new ones at the end. With the import process now spread out over a couple of steps, loading a mapping at the earliest point allows you to blitz through your import task. Save a new mapping at the end of the process ensures you’ve followed all the required steps to set up your mapping how you need it.

How do I access SimpleImport Winter ’22?

Great question! This is a service update so you will automatically have access to the new workflow if you are already using SimpleImport Premium.

Anything else?

There are some additional tweaks and changes including removing the requirement to create a custom setting when configuring the ManagedImport Lightning Component. All old mappings will still work as expected. To accompany these changes, we’ve overhauled our documentation to make the transition and future adoption of the solution better than ever.

New documentation: SimpleImport User Guide

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.

SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Find out more

Mental Health UK masters Recurring Donations with SimpleImport

by Ruth Cawdron in News SimpleImport Success Stories

“SimpleImport frees up time to concentrate on the actual work that we do.”

Sharm Das, Database Manager at Mental Health UK

Bringing together the heritage and experience of four charities across the country who’ve been supporting people with their mental health for nearly 50 years, Mental Health UK provide support and services for the biggest societal challenges posing a threat to our mental health – and they won’t stop until everyone has the tools they need to live their best possible life.

The challenge: importing master-detail records into Salesforce

Mental Health UK receives donations from various online platforms including Facebook, Virgin Money and Paypal donations. Centralising this data – contacts, donations and soft credit – in their Salesforce org is crucial to cultivate a single source of truth about their donors and communicate using the most up-to-date information.

They needed a solution to make importing Recurring Donations into Salesforce as straightforward as possible.

  • Mental Health UK needed to import records with Master-Detail relationships into Salesforce, especially Recurring Donations
  • They required a process that was straightforward for their small team
  • Other solutions they investigated required lots of manual effort which was inevitably time consuming

The solution: empowering busy Salesforce users to import Recurring Donations easily

“I normally find importing such a laborious process, but now it is quick and easy!”

Jemima Woolgar, Senior Community & Events Fundraising Manager

With SimpleImport, Mental Health UK’s importing process is straightforward, even for multi-sheet files and master-detail records. Thanks to easy matching of Excel columns to Salesforce object fields, importing has never been so simple!

SimpleImport presents success and error files for each import, and the Mental Health UK team can use the handy Salesforce Records IDs on the import success files for further manipulations. Even better, the team can save import mappings for further use, saving time and effort on recurring jobs.

The result: importing made simple

“SimpleImport has saved us so much time. So streamlined and easy to use!”

Johnston Connelly, Events Fundraising and Engagement Officer

With SimpleImport installed, the Mental Health UK team can handle their Recurring Donations imports with ease. Crucially, this frees up their time to focus on what matters most: their mission.

An improved user experience

  • The Mental Health UK team can import recurring donations and handle soft credit quickly
  • No more anxiety around import jobs thanks to a clean user interface and undo button
  • Straightforward workflow with no need to export to CSV or run multiple import jobs for child records

Bigger picture

  • Mental Health UK can better track their donors and donations
  • Scalability as the team looks to use SimpleImport for other import jobs!
  • SimpleImport frees up time to concentrate on their mission

Why SimpleImport?

We asked Sharm Das, Database Manager at Mental Health UK why she would recommend SimpleImport:

“The most cost-efficient solution I have come across.”

We are privileged to support nonprofit organizations, such as Mental Health UK, with flexible discounts. And regarding support:

“The Support team has been amazing – very helpful and quick to respond.”

Help Mental Health UK provide everyone with the tools they need to live their best possible life

Find out more about Mental Health UK and support their vital work across the UK.

SimpleImport

Importing files is vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Find out more

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports.


Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

Contact us

AddressTools: feature release for PowerSearch

by Laura Truman in AddressTools News

Our team has been working on some really exciting feature releases for AddressTools that will make your PowerSearch experience even better!

What do I need to know?

We’ve added two extra features to PowerSearch’s settings to help specify and focus your searches, and optimize your address data entry.

Why should I be excited?

Select a priority country so that search results from the selected country will be shown first. Here’s an example of USA set as the priority country.

And/or, choose allowed countries, so that search results are limited to only the countries you select.

How do I access these new features?

Simply update your AddressTools Premium package to use these new features. You will need to use version 7.94 of AddressTools which you can find via the AppExchange.

Need an extra hand? Check out our 4-step guide on how to upgrade an AppExchange app.

If you have any further questions, please contact us!

Upgrade now
Support

AddressTools

Interested in learning more? Check out our award-winning package for Salesforce. Harness the power of address standardization, validation and verification in your org.

Find out more

Oxfam GB makes everyone a data champion with AddressTools

by Ruth Cawdron in AddressTools News Success Stories

“Thanks to AddressTools, we have supporter data that is accurate which results in a better supporter experience and a user base that is empowered to take ownership of data quality.”

Philip Blaney, Solution Architect at Oxfam GB

Verifying and connecting with a clean supporter base means that Oxfam can focus on tackling poverty

Oxfam is a global nonprofit group of millions of people who share the belief that, in a world rich in resources, poverty isn’t inevitable. In just 15 years, extreme poverty has been halved. In 15 more years they believe they can end it for good.

The challenge: quality address data to match a quality CRM

Oxfam GB needed to ensure that the address data held in Salesforce for their supporters was accurate and consistent so that they could focus on communicating with their supporters, rather than worrying about whether it would reach them.

Oxfam GB were confident about the accuracy of the data they migrated into Salesforce from their old CRM platform. They needed to ensure that new supporter data entered was of the same standard. This meant storing consistent address data that was verified against the Postcode Address File provided by the Royal Mail.

The solution: empowering users to verify address data

With AddressTools, Oxfam GB has a solution that runs within Salesforce, integrating into each supporter’s record with a neat widget, showing at a glance if the address has been verified or not.

After an easy installation and setup, Oxfam GB has the flexibility to finetune their settings, making it as easy as possible for their end users to enter address data that is checked and verified.

The result: confidently communicating with supporters

Users across Salesforce can verify address data

“We have been able to empower our users across Salesforce to verify address data rather than it being tied to someone with elevated privileges or working in a particular team.”

Philip Blaney, Solution Architect

Reduced costs

Validating and formatting their address data means that Oxfam GB reduces overhead costs from undeliverable mail.

Trust in their CRM

Just as important, Oxfam GB has a supporter database they can trust. They can be confident that they connect with their supporters, knowing that their constituents will have a consistent experience.

A gift for Gift Aid

The Gift Aid process is a multi-million pound process for Oxfam and is underpinned by data quality, specifically postcode accuracy for UK addresses. AddressTools helps Oxfam keep any manual updates within this process to an absolute minimum (<0.05%*) enabling efficient and timely processing of Gift Aid claims. Oxfam GB uses FinDock to manage Gift Aid claims, among other payment processes in Salesforce. 

(*0.05% based on 25 corrections per 50K records)

Why AddressTools?

“We have been really impressed with the team at ProvenWorks, they have been on hand to help out whenever we have needed them and the response is always swift, professional and friendly.”

Philip Blaney, Solution Architect

AddressTools for Nonprofits

Whether it’s connecting with a clean donor database, managing fundraising platform integrations or sorting out existing bad addresses, we’re here to help.

Find out more

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to better address data.

Contact us

Dale Carnegie supports their franchise network with SimpleImport

by Laura Truman in News SimpleImport Success Stories

Dale Carnegie supports their franchise network with over 50 unique file imports each month thanks to SimpleImport.

“SimpleImport is a must-have. It’s true to its name; simple, reliable and effective!”

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training

dale carnegie use simpleimport for salesforce to support their franchise network

Dale Carnegie was founded in 1912, inspired by one man’s belief in the power of self-improvement. Since then, it’s evolved into a movement that’s crossed borders and generations, showing people how to tap into the best parts of themselves to create positive change.

Today, through franchises in over 90 countries and all 50 states, they help people gain greater influence and make meaningful contributions in the places that matter most.

The challenge: moving data from external sources into Salesforce Sales Cloud

As a global franchisor, Dale Carnegie was challenged by siloed information stored in separate franchises using different file formats and languages. Supporting their franchisees with a single org meant that imports needed to honour complex sharing rule configurations to segment their data.

  • A small support team for a large amount of imports
  • Time-consuming import jobs due to differences in how franchisees operate
  • Complex sharing rules to navigate
  • Inconsistent file formats
  • Multiple data sources and multiple languages

The solution: automatic recollection of prior import mappings makes importing quick and easy

Dale Carnegie needed a strong, efficient importing solution to speed up their regular complex importing jobs. With a small team supporting many franchises, the solution had to be efficient to use, and capable of managing multiple data sources and formats.

With its simple user interface, compatibility with Dale Carnegie’s unique Sales Cloud configuration and sharing rules, and support of multiple file formats, SimpleImport is the perfect answer to their problems.

The result: Dale Carnegie supports their franchise network with over 50 unique file imports each month

After a simple and speedy installation, and with the straightforward solution configured, Dale Carnegie’s administrators can manage their complex importing processes with ease thanks to SimpleImport.

This new way of working has enabled the support, sales and even marketing teams at Dale Carnegie to focus on what’s most important: their customers.

A better customer experience

  • Less time importing means support staff have more time to focus on delivering an outstanding level of customer support
  • Customers and prospects receive a tailored experience since the Dale Carnegie team has an up-to-date picture of customers and prospects thanks to frequent easy imports of important data

An optimized workflow for staff

  • Saving import mappings reduces the exhausting administrative overhead
  • A user-friendly UI makes the whole import process straightforward
  • Sales reps work effectively with the latest customer information
  • Support staff can spend more time helping customers and less time importing data
  • The team can easily work with multiple file types, including XLS, XLSX, CVS and ODS without leaving Salesforce
  • The Dale Carnegie team can trust their CRM and its data thanks to regular, quick import jobs

Why SimpleImport?

“Cases are typically resolved quickly and professionally. I don’t reach out to ProvenWorks for support often – the application is robust, reliable and is self sustaining. The fact that we don’t need support very often speaks to why we love this product.“

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training

SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Find out more

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

Contact us

IndustryComplete now supports Leads

by Ruth Cawdron in IndustryComplete News

This week we’re celebrating a much-anticipated update… our Salesforce industry lookup tool, IndustryComplete, now supports Leads!

What is IndustryComplete?

IndustryComplete is the ultimate industry lookup tool for Salesforce.

Look up a correct industry easily

Quickly and easily search for NAICS, SIC or ISIC data, select one and then watch as the industry auto-completes.

Improve your accounts and leads with industry standards

Why is this so valuable? Enhancing your industry data means better audience segmentation, better pipeline analysis, better-targeted marketing, and more.

Attach multiple industries in priority order

Enhance your data segmentation by attaching multiple industries to your records.

Save time and optimize your data management process

No time-consuming external tools. Do all of your industry searching in your Salesforce org without ever having to leave the Account or Lead.

Compatible with Salesforce standard industry values

Ensure complete accuracy since all installed standards are mapped with Salesforce’s standard industry values. Installing the industry object means that records are customizable and you can map codes to your own industry picklists.

Look up industry data on Accounts and Leads

With the latest update, you can now use IndustryComplete on both Accounts and Leads in Salesforce. No external windows or tools – it’s all within Salesforce!

Interested in seeing our industry lookup tool?

We’d love to show you IndustryComplete on a demo! Get in contact with us and we’ll show you through the features and answer any questions.

Alternatively, try it for free with a 14 day trial on the AppExchange.