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