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.