You may see that the ManagedImport component fails to load, and a message is printed to the page’s log stating that it has refused to load a frame.
This can be resolved by heading to Setup > Trusted URLs, finding the entry for SimpleImport and enabling the ‘iframe-src’ directive.
We’re always striving to improve our solutions for you, and we’re excited to bring you a new release. Introducing SimpleImport Spring ’24 (20240305)!
Let’s dive into what’s changed.
This latest version of SimpleImport builds on the most recent Salesforce Spring ‘24 release, making new objects available for your selection within the solution. With this release you can import into more Salesforce objects than ever before, including the objects of the fundraising product in Nonprofit Cloud.
We’ve resolved the following object-related bugs that you faced in SimpleImport:
You can enjoy the performance improvements of this latest release, most notably on the initial loading of both SimpleImport and ManagedImport. We know that every second counts!
Good news! These updates have been deployed so you don’t need to do anything. Put your feet up and enjoy the benefits of an even better SimpleImport experience.
If you have any questions, please don’t hesitate to contact our Support team who are more than happy to help you: support@provenworks.com
Check out our release notes to review every release of SimpleImport.
“Impowr (formerly SimpleImport) solves something that’s not possible out of the box.”
Jeremy Bruce, Information Systems Analyst, Back 2 Work, Butte County Office of Education
The Back 2 Work program, run by Butte County Office of Education (BCOE), is a transitional employment program for underserved and disadvantaged adults.
With a number of subcontractors collecting client data on disparate spreadsheets, Back 2 Work wanted to use their new Salesforce CRM implementation as the centralised place for this information. Back 2 Work needed to enable subcontractors to upload spreadsheet data to Salesforce through an Experience Cloud digital experience – something that out-of-the-box Salesforce does not offer.
Subcontractor spreadsheet data was siloed, and each contractor used their own formatted spreadsheet. There was no way for Back 2 Work to report on the data without manually looking at vast numbers of disconnected and unstandardised spreadsheets.
Back 2 Work chose Salesforce CRM as their single source of truth for this client data. Once the data was in Salesforce, Back 2 Work could create real-time visual dashboards of their subcontractor data, enabling the team to report accurately and make informed business decisions.
The main hurdle was getting the subcontractor data into Salesforce.
Back 2 Work, at the recommendation of their implementation partner, leveraged Impowr by ProvenWorks.
With the solution configured and the data import ‘mapping’ saved, all the team had to do was place the Impowr Lightning component on their Digital Experience. Subcontractors could drag and drop their spreadsheet files into the component for a fast and secure import.
Impowr compliments Back 2 Work’s custom solution for standardising spreadsheet data. Together with Salesforce CRM, Back 2 Work has a successful implementation for empowering their subcontractors to import their data to Salesforce via a digital experience.
Now, Back 2 Work can confidently report on accurate client data in Salesforce and use this data to shape their strategy. Their crucial import requirement is solved without requiring subcontractors to visit third-party websites or download external tools. The subcontractors don’t even have access to the import configuration within Impowr – it’s preconfigured for them!
With Salesforce CRM in place, Back 2 Work is digitally transformed. They’ve moved from working with disparate Excel spreadsheets to operating on a leading Customer Relationship Management platform. Alongside this powerful functionality, Back 2 Work has leveraged the power of the Salesforce ecosystem. By working with an experienced Salesforce system integrator partner and a Salesforce independent software vendor (us!) to fulfill their requirement of importing spreadsheet data to Salesforce through a digital experience.
Back 2 Work has found a solution that enables subcontractors to import their own data themselves, saving precious admin time while keeping the import process secure and simple.
Thanks to Impowr’s preconfigured drag-and-drop component, Back 2 Work has in place a scalable method for centralising client data from their subcontractors. If their list of subcontractors expands, Back 2 Work doesn’t need to worry about changing the process since little onboarding time is required.
BCOE Information Systems Analyst Jeremy Bruce says: “We didn’t have many support requests as an end customer. When we asked for help with configuration, together we solved it.”
Do you have external users who need to import spreadsheet data to Salesforce via a digital experience (community)? Whatever industry you work in, Impowr is the only plug-and-play solution in the Salesforce ecosystem that has got you covered!
Get in contact with us to discuss how Impowr could be your solution for data imports on a Salesforce digital experience. It’s that simple.
Learn more about the Back 2 Work program and the vital work they do in California.
Salesforce Ben has published their review of SimpleImport, our data import solution for Salesforce! 🚀
Andreea Doroftei, writer for Salesforce Ben, talks through the key features of Impowr (Formerly SimpleImport) as well as ideal use cases, setup effort, and how this importer could be a great addition to your Salesforce org.
“Impowr is a powerful time-saving tool for anyone – power users, end users and partner users. Whether it’s importing order forms on opportunities, handling deal registrations in a partner portal, or something completely custom, Impowr opens the door to a new approach for importing data.”
Lucy Mazalon, Salesforce Ben
Check out this in-depth review of SimpleImport by Salesforce Ben.
Interested in seeing it for yourself?
If you’re interested in finding out more about SimpleImport, use the scheduler below to book a demo with our team.
It is not possible, with standard Salesforce functionality, to allow digital experience users to import data to Salesforce.
Impowr is the only managed package in the Salesforce ecosystem that solves this common problem. Setup is quick and easy so continue reading to find out how!
We’ll look at both:
Salesforce Digital Experiences (Communities) built on Experience Cloud have been growing in popularity. It’s easy to see why they’re so popular, since digital experiences can be used in so many contexts: partner portals, e-commerce sites, help centres and even franchisee hubs.
With so many different digital experience audiences come lots of reasons why external users need to import data into Salesforce CRM:
Organisations need a simple, fast and secure way to enable external users to import data in a Salesforce digital experience.
This is where Impowr comes in! Impowr is our exclusive-to-Salesforce spreadsheet data import solution.
Impowr is available on the AppExchange. Start your 14 day free trial and empower digital experience users to import data to Salesforce CRM.
Once you have installed Impowr, the steps are simple:
💡 Top tip: To make things easy for the partner, provide a downloadable template spreadsheet file that matches this import mapping.
The saved mapping results in an import mapping ID. You just need to copy the ID.
Place Impowr‘s Lightning Component on your digital experience and paste the mapping ID to configure the component.
When it’s time to import, the partner users simply need to drag and drop their completed templated spreadsheet onto the component…
and that’s it… the import is done!
Let’s take a closer look at one example. An organisation can use a digital experience for enabling partners to register multiple deals.
With standard Salesforce, the organisation has three options:
Impowr is the only managed package in the Salesforce ecosystem that solves the problem of external users importing data in a Salesforce digital experience.
And if you need more convincing:
We price our Impowr digital experience implementations on a case-by-case basis depending on:
That’s why we’d recommend scheduling a demo call with us to discuss your requirements and create an accurate quote.
Do you need to empower external users to import on a Salesforce digital experience?
Check out Impowr for yourself on a live demo with one of our team.
Giving back to the community is a big part of our culture here at ProvenWorks. We are a proud member of Pledge 1% and offer nonprofit discounts on our solutions!
Each year we find ourselves working with nonprofit organisations looking to expand their Salesforce implementations. This case study is one of the most common use cases we see when working in this sector with our tool, Impowr (Formerly SimpleImport).
It’s no surprise that donations are at the heart of many nonprofits. It is not uncommon that they might be managed in another database, accounting system, or with spreadsheets. For these organisations who use Salesforce CRM, it’s vital to try and get as much of this data into your org so you can cultivate a single source of truth.
The Nonprofit Success Pack (NPSP) leverages the Salesforce-standard Opportunity object to track and manage donations. These Opportunity records are related to donors which are maintained in the Account and Contact objects.
Impowr is the perfect companion for importing donation data, providing a drag-and-drop experience to import the donation spreadsheet file. It can be set up in just a few minutes to create a reusable, scalable, and secure import process meaning your teams don’t need to be tech experts to get donation data into Salesforce.
Do you need to load records with a master-detail relationship? No problem we have you covered. The ability to load child records at the same time and save the mapping is perfect for handling donors and recurring donations. This can be set up for non-admins too since the ManagedImport component can be placed on a Lightning App page. Provide your Salesforce users with everything they need for importing the data – they then only need the file!
Learn more, book a demo and get a trial of Impowr by ProvenWorks.
Coronavirus has been one of the most challenging times in recent years for many different reasons. Clinics around the world were forced to adapt quickly, and when vaccines became available, they need to ensure they had systems in place to support a successful roll out.
Healthcare providers needed to go digital, and quick. Many businesses turned to using tools that were taught through school, one of these being Excel. As the usage expanded, bottlenecks began to show. We all know how using a tool like Excel could lead to almost 16,000 unreported cases of covid, or at least England knows.
Salesforce was quick to deploy Vaccine Cloud which focuses on securely managing vaccine administration, COVID vaccination statuses, and test results. Businesses then needed a tool to transform the data they were collecting in Excel and push it into Salesforce.
SimpleImport has potential to be used in several different ways, but its primary benefit to clinics is its ability to be rolled out to non-administrative users in the Salesforce organisation. It isn’t possible to rely on existing importing tools due to their locked down nature I.e. being restricted to admins or certain objects. Clinics needed a tool they could hand to their staff to complete repeat import tasks but whilst staying within the set confinements of their permissions.
There are valid fears from technical teams about granting ‘non-technical’ staff an importing solution for Salesforce. The concern is that it’s too easy for staff to make a mistake. SimpleImport eases that pressure by providing a locked down experience so that users can only import to pre-defined mappings and objects, ensures that Salesforce’s CRUD and FLS permissions are adhered to, and lastly provides an undo button that rolls back an import.
In a time of fast adoption of technology, it’s expected that mistakes could happen, so finding ways to mitigate and undo them with SimpleImport provide extreme reassurance and operational value.
Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.
As a managed package provider on the Salesforce AppExchange, we understand the value of receiving reviews and tracking them in a centralised location. Salesforce is a great platform for centralising data and managing actionable outcomes, but quite often reviews can be received via several different platforms, especially in the Travel, Tourism & Hospitality verticals.
We love talking about this use case because it covers a common (and often manual!) problem of trying to unify multiple sources of data. The “review” element gives it some context that we can all resonate with.
We’ve seen some exciting implementations specifically linked with review data in Salesforce. One particular case uses Einstein Sentiment – “The Einstein Sentiment API classifies text into positive, negative, and neutral classes to understand what the words people use can tell us about how they’re feeling”. The output of the Sentiment API’s classification would generate follow up activities in Salesforce specific to their case. This truly highlights the importance of getting the data in a central location.
So, we’ve identified why centralising review data in Salesforce is useful, but how can Impowr help?
Most review systems allow users to export data in a spreadsheet file. Each system will have its own variation of the spreadsheet format (I.e., column headers) so having a single mapping won’t be sufficient. However, using a saved mapping per review engine will get us closer to a seamless experience.
So, we have multiple mappings, one for each review system. How can we make it easy for our importing users to import these files? With the power of Salesforce Flows! Why is this helpful? Because the ManagedImport component can be embedded within a Salesforce Flow Screen. This means you can present a selection on a first screen for your user to choose the relevant review platform and a decision logic can load the correct import mapping ready for your user to import. Simple!
Learn more, book a demo and get a trial of Impowr by ProvenWorks.
It’s no secret that managing price books in Salesforce isn’t the easiest of operations. Whether it’s updating existing prices, or creating new ones for seasonal promotions, it can be a thankless task that ends up consuming hours of admin time. It’s why many teams favour handling this operation in a shared spreadsheet document which can then be imported into Salesforce.
Impowr is the perfect tool for importing the price book information with just a drop of the file. Since Impowr supports workbooks with multiple sheets, complex spreadsheet formulas, and isn’t just limited to CSV files, the solution really empowers those who wish to leverage the benefits of a spreadsheet document and get that data into Salesforce seamlessly.
The structure of pricing and promotion data rarely change. This means that teams can rely on Impowr’s saved mapping feature to store how the data should be imported. This means you can focus on what is important – managing pricing information.
In the event of needing to insert and update data in a single operation, you can configure the tool to execute an upsert, therefore saving the process of splitting out the import into two jobs. Furthermore, if the mapping of objects and field metadata rarely changes, leveraging the ManagedImport component in a dedicated App page can provide your Salesforce users with a “one-stop-shop” for importing the data.
Supporting workbooks and complex formulas gives you the control you need to be productive in your day without fears of tech incompatibilities. This enables you and your teams to continue at the pace you want by using Impowr in your Salesforce organisation.
Learn more, book a demo and get a trial of Impowr by ProvenWorks.
If we had a slice of cake each time a prospect reached out to us asking for help to streamline their importing process for the Opportunity Line Item object, the ProvenWorks team would be living off cake. It is no exaggeration that this object is the one we hear about the most.
That answer can be different per use case due to the quirks associated with the object. Nevertheless, what all these use cases have in common is our ManagedImport component. With its “pass current record ID” functionality, the component takes a huge load of admin out of the import process when working with Opportunities.
This functionality allows users to import products directly on the Opportunity record, without the need to fetch a record ID or some unique identifier for the excel file. This is ideal for orgs who receive orders in a spreadsheet document that need loading into Salesforce.
Let’s break that down further. I have a list of products in a spreadsheet file that an existing account wants to purchase. I open the opportunity for the account, use the ManagedImport component, and I simply drop the file with the products in into the modal.
Those line items will now be inserted to the Opportunity Line Item object and automatically are related to the opportunity record that I am looking at. This will allow us to create a list of products to be purchased by the customer in a few seconds. No more faffing about getting record IDs or a unique piece of data from Opportunity. Let the tool do the work!
We’ve written a step-by-step guide explaining how to use SimpleImport for importing opportunity products.
Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.
