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