Category: SimpleImport

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, 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.

How can SimpleImport simplify importing to the Salesforce Nonprofit Success Pack?

SimpleImport 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!

Immediate benefits of using SimpleImport

• Centralise your donation data into one platform instead of storing it across multiple external websites/systems. Cultivate a single source of truth about your supporters.
• Remove time-consuming, complex repeat activities by leveraging saved mappings in the SimpleImport application.
• Reduce time spent onboarding new staff on your donor administration process – they only need to learn how to drag and drop!
• Streamline the whole process of maintaining and creating the donations into a single task by using the upsert operation.

What’s next?

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

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.

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.

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.

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.

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.