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Increase Salesforce Vaccine Cloud Adoption

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.

How can SimpleImport extend the potential of Salesforce Vaccine Cloud?

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.

Immediate benefits of using SimpleImport

  • Teams adopt Salesforce quicker by having their data from Excel regularly imported.
  • Provide licenses to standard users and empower wider teams to help with the data tasks.
  • Save repeat tasks so that users can save significant time during their import process. 
  • Provide an undo button to roll back an import.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import reviews into Salesforce

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.

Import review data into Salesforce using SimpleImport

So, we’ve identified why centralising review data in Salesforce is useful, but how can SimpleImport 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!

Immediate benefits of using SimpleImport

  • Reviews are in one centralised platform instead of being stored across multiple external websites/systems.
  • Handle the hurdle of different platforms using different export spreadsheet formats by utilising Salesforce Flows with the ManagedImport component.
  • Open endless possibilities with that data in Salesforce like using Einstein Sentiment API.
  • Once configured, it’s easy to use, simple to expand, and difficult to make a mistake.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import price book and promotion data

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.

Import price book information into Salesforce

SimpleImport is the perfect tool for importing the price book information with just a drop of the file. Since SimpleImport 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 SimpleImport’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.

Immediate benefits of using SimpleImport

  • Allow team members to leverage tools that are more native to the audience.
  • Encourage and promote cross team collaboration using shared spreadsheets before committing the changes to Salesforce.
  • Streamline the process to a single task by using the upsert operation. 
  • Remove repeat activities by leveraging saved mappings in the SimpleImport application.

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 SimpleImport in your Salesforce organisation.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Streamline the Opportunity Line Items (Opportunity Products) Importing Process

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.

How does SimpleImport help with importing opportunity line items?

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.

Import related records quickly

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!

Immediate benefits of using SimpleImport

  • Quickly load opportunity products to existing opportunities and require little training to do so.
  • Pass current record ID functionality in ManagedImport removes the requirement to edit the file prior to import and mitigates potential mistakes.
  • Support for workbooks with multiple sheets allows you to distribute and share complex workbooks with your customers that can be loaded directly into Salesforce without having to export a CSV.

What’s next?

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.

Import data via a Digital Experience with Experience Cloud

Use of Digital Experiences (previously known as Communities) have been growing in popularity since their launch, with even more adoption since the repositioning of Salesforce Experience Cloud.

Salesforce Experience Cloud implementations have been expanding with use cases growing where external users need to interact with an internal CRM. Some of these use cases even include importing data – this is where we come in!

A digital experience can be used in so many contexts: partner portals, e-commerce sites, or even franchisee hubs. With lots of different audiences come lots of reasons why users need to import data.

Empower external users to import

One of our favourite use cases to date has involved importing annual employment diversity data of over 40,000 registered businesses based within an allocated region. Each entity was already using a spreadsheet to collect all the required data, but it was previously left to a single admin to manually import all the data that was received via email across a one-month period.

With the aim to cut out the middleperson, they worked with Salesforce and ProvenWorks to roll out a new Digital Experience which had SimpleImport’s ManagedImport component as a way of importing all the data into Salesforce.

With the component in place on the Digital Experience and the import mapping configured, the business entities could drag and drop their spreadsheets onto the component, importing the data themselves.

Immediate benefits of using SimpleImport

  • Emails are no longer being sent to the incorrect email address which potentially resulted in leaked data.
  • Internal teams can run reports in Salesforce to see which businesses were yet to import their data. Additionally, automated processes can then send notifications to the correct contacts.
  • Mistakes are highlighted to the businesses at point-of-entry, so they are able to correct any missing data.
  • The admin previously in charge of the process no longer has to download all email attachments and import their data.

SimpleImport acknowledges the user’s permissions, so the digital experience users only need write permissions to their custom object. There is no concern that they would be able to use SimpleImport to access data that they should not have access to.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

SimpleImport turns 10 years old! 🎈🎈🎈 

Our data import solution for Salesforce, SimpleImport, is a decade old and we’re getting emotional…

Just watch our 10 years of SimpleImport video:

We’re celebrating a special birthday… 🎂

This autumn we’re celebrating 10 years of SimpleImport. Yep, it’s been a whole decade since we released our exclusive-to-Salesforce, 5-star data importing solution.

But why does an import solution need a birthday? Because it’s not really about the solution. 

As ever, people are at the heart of everything we do. 

We’re celebrating 10 years of fantastic SimpleImport customers as well as the system integrators and Salesforce team we’ve met along the way. Not to mention the 10 years in which our own team has grown, building importing expertise on the Salesforce platform. 

So, we’re marking this milestone by having a little party. Don’t worry – we’re not leaving you out, you can get involved too. Keep your eyes on your inbox and LinkedIn for some 2012 nostalgia! 

Talking of 2012, let’s take a look back to see where ProvenWorks was 10 years ago…  

Where were we in 2012? 

ProvenWorks was created in 2008 at the kitchen table of our Managing Director, Joel Mansford in Reading, UK. Fully bootstrapped and independent, we built a native-to-Salesforce solution for cleaning up address data and became a Salesforce partner in 2009. 

Then, in 2012, we had an idea.

We noticed the need for a better, simpler data importing tool for Salesforce users. So, we wrote the app ourselves and SimpleImport was born.

As for Salesforce in 2012… Forbes selected Salesforce as the world’s most innovative company for the second consecutive year, a year in which Salesforce was celebrating its 100,000-strong customer base and establishing offices around the world. 

Now 10 years on, where are we and how far have we come? 

Where are we now? 

ProvenWorks hosts drinks at Salesforce Tower alongside GTM Guides, September 2022

SimpleImport has transformed, as Salesforce and the digital world have grown and changed. It now features a unique-on-the-market ManagedImport Lightning component for empowering users to import via a pre-configured drag and drop interface, as well as a new, more intuitive UI. And our development team never stops, with more features and updates being added to the roadmap constantly. 

More widely, we’ve come a long way as a company since we released SimpleImport in 2012. From hitting the $1 million dollar mark, to winning a Salesforce Partner Innovation Award and, most recently, to being accepted onto the Salesforce Grow Accelerate Programme. 

Nevertheless, some things have remained constant – we’re still completely bootstrapped and independent for a start. We still operate exclusively in the Salesforce ecosystem, and that’s where our expertise and passion is. And most importantly, we’re still committed to delivering gold standard customer success alongside each of our products. 

What’s left to say? 

10 years is a significant milestone in a fast-moving industry like software. We want to say thank you to everyone who we’ve worked with and alongside over the last 10 years for making SimpleImport and ProvenWorks what they are today. 

Happy Birthday SimpleImport! 

We look forward to celebrating with you all.  

🥳 Join the birthday party on LinkedIn #10yearsSimpleImport

Updating your solutions for Legacy API Retirement in Summer ‘22

What Legacy APIs are Salesforce retiring?

As part of their Summer ‘22 Release, Salesforce has announced the retirement of a number of legacy APIs.

Versions 7.0 through 20.0 of the Salesforce Platform SOAP, REST, and Bulk APIs will be deprecated and no longer supported as of the Summer ’22 release.

This means that these legacy APIs, and third-party integrations that rely on them, will cease to function after the release.

When are the Legacy APIs being retired?

Salesforce announced that June 10 and 11 2022 is the final release weekend when all remaining Salesforce instances are upgraded if they haven’t been already.

Legacy API Retirements and ProvenWorks solutions

To ensure that you do not encounter any issues with AddressTools, SimpleImport, IndustryComplete or PhoneTools, we recommend ensuring that your current version is or is later than the versions listed in this post. If you need advice on how to upgrade an AppExchange managed package, please see the resources linked at the end.

We have listed the version of each tool, including a link to its latest AppExchange listing, that you must be on in order to be using supported APIs.

AddressTools Premium:

7.75+

AddressTools Free:

6.20+

Address Verification Flow Component:

1.72+

SimpleImport Free:

2.47+

SimpleImport Premium:

2.57+

ManagedImport:

1.15+

PhoneTools:

2.0+

IndustryComplete:

2.16+

Resources

Prepare for Legacy API Retirement in Summer ’22 – Salesforce Developers’ Blog

Salesforce Platform API Versions 21.0 through 30.0 Retirement – Salesforce Help

Salesforce Summer ‘22 Release — Here’s What to Expect – Salesforce News

Salesforce Summer ’22 Release Notes

Don’t Miss These Key Dates: Summer ’22 Sandbox Preview

How to upgrade your ProvenWorks solution

We wrote a handy four-step guide to walk you through how to upgrade your AppExchange solutions.

Contact us

If you’re worried about how the API retirements might affect you and your ProvenWorks solution, please don’t hesitate to contact us.

Interview: Farm Credit Illinois transition to new software seamlessly with SimpleImport

“SimpleImport is used by our whole credit underwriting team multiple times a day.”

Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Farm Credit Illinois is a farmer owned and directed agricultural lending cooperative serving 10,000 farm families, agribusinesses, and rural landowners in the southern 60 counties of Illinois with competitive and flexible financing and crop insurance expertise. Their deep understanding of agriculture enables them to provide knowledgeable and effective service. 

An interview with Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Jon Cook shares the challenges that Farm Credit Illinois faced when they moved to new loan origination software and how SimpleImport was able to give them the seamless process they were looking for.

What specific challenges were you trying to solve that made you look for a solution?

Farm Credit Illinois (FCI) recently implemented the nCino suite for our loan origination platform. During our design and discovery phase, we realized we were going to have a gap in our credit underwriting process because our previous configuration for uploading financial data sets was not going to be compatible with nCino.

We needed to upload data sets from Excel to the loan origination system for risk rating and other company objectives. Along with our technology provider, Farm Credit Financial Partners, Inc. (FPI), we began the search to find a solution to fit our needs.

What were you (or weren’t you!) looking for in a solution?

  • A cost effective, secure, and efficient tool to import data from Excel into our nCino platform.
  • A solution that could be easily used by our Credit Department and fit seamlessly within the process without adding additional navigation or clicks.
  • We could not afford to sacrifice our member experience by negatively impacting turnaround time in our loan decisions or employee engagement with a complex or cumbersome solution.
  • We did not want a complex solution that would require more regular monitoring or resource demand for support, or leave us vulnerable to data errors in transition.

After a process of vetting different solutions, from internally built custom code to outside solutions, we found ProvenWorks. The tool SimpleImport fit our need to efficiently and effectively upload data from Excel to nCino.

How easy is it to use SimpleImport?

Very easy! Once we created and saved the import mapping, the end user experience was seamless! We have one saved mapping that is used by many users multiple times a day. It’s a key cog within our underwriting process of uploading data.

How long did it take to train your users?

We were able to coincide the implementation of SimpleImport with the go-live of our nCino platform. As a result, we incorporated the training for SimpleImport in our new guides which made for a seamless transition to SimpleImport. This tool was labelled a “win” in multiple training locations during training courses.

How does SimpleImport solve the challenges you had with your process?

At the drag and drop of an Excel file, we’re able to import data from our Excel model into the nCino loan product package in a seamless transition.

The efficiency gained from SimpleImport saves end users from manually entering these data points from point A to point B, reduces data integrity concerns at an effective cost and demands minimal resources to implement and maintain.

How has SimpleImport helped your business and customers?

The saved data mapping is used by our whole credit underwriting team multiple times a day. At FCI, we view SimpleImport as our end solution and feel it best fits into the process as we underwrite credit today. The results through two months are very valuable, as this tool in part helped our credit department underwrite a large Q4 loan demand. Without SimpleImport, this would have negatively impacted loan decision turnaround time with our members and our employee engagement.

Why SimpleImport?

We’ve had no reason to contact Support thus far – which is a good sign as we haven’t had any issues! I’ve started mentioning ProvenWorks and specifically the SimpleImport tool as a solution for anyone who needs to transfer data from Excel to nCino.

We thought our previous system coding in our previous loan origination system was efficient, but the SimpleImport tool was just as efficient if not better as now we can also drag and drop files.

In short, it’s an efficient, cost effective tool that requires marginal training demand and can be used by an individual or a team of users on a frequent or infrequent basis.


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.

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.

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

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.

SimpleImport: File states and actions

Understanding the file states

To keep everything in one place, SimpleImport uses the home screen to display all uploaded files and their states. Each file state offers actions which are accessible by clicking the three vertical dots.

‘Next best action’ states

In some file states, SimpleImport will use the tile space to suggest the next best action to ensure quick navigation through common processes.

Choose a sheet – the file you uploaded contains multiple sheets. You must now choose the sheet you want to work with.

Available actions: Choose a sheet, Download original file, Delete this file.

Import to Salesforce – the uploaded file contains a single sheet or you have selected a sheet from a multi-sheet file. You must choose one of the available actions to move forward with the file.

Available actions: Import to Salesforce, Remove records*, Download original file, Delete this file.

*Only visible if Delete records preference is enabled.

‘Summary’ states

When there is information related to the file that needs to be presented to the user, it will be shown in the following states.

Import results – when your file has finished an importing job, a matrix will appear. Depending on the import job, a count for the number of records inserted, updated and any errors will be displayed.

Available actions: Download success file (inserts)*, Download success file (updates)**, Download error file, Undo***, Download original file, Delete this file.

*Only visible if the job has successful inserts.

**Only visible if the job has successful updates.

***Only visible if the job has success inserts or updates. Is available for 7 days after the import.

Undo results – after an undo job has processed, the matrix will update confirming the amount of records that have been undone. An error count will accumulate if there were any records that could not be reverted.

Available actions: Download success file, Download error file, Download original file, Delete this file.

Delete results – shows the quantity of records that have been successfully deleted and a quantity or rows that failed to be removed.

Available actions: Download success file, Download error file, Download original file, Delete this file.

File error – on some occasions a file may throw an error in the application. For example if the file is password protected or corrupt. The tile will present the error and turn red. If the message is truncated, you can hover the mouse over the tile to reveal the full message. If you continue to see red tiles after investigating the errors you can contact support@provenworks.com for assistance.

Available actions: Delete this file.

‘Processing’ states

A processing state is indicated when you see the spinner on a tile. A note of the process that is happening at that moment in time is displayed and for some instances, i.e. record import, a progress bar is shown at the bottom of the tile.


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