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1. TRAINING WEBINA Laur 20091207 08 35 Peoplelmport Scenarios 62 e When loading a scenario the Salesforce Org ID that the user logged in on will be displayed at the top of the screen e Scenarios can be grouped organized by dragging any of the column headers to the upper left hand side of the Scenario Screen e Select Load to load the scenario from the server e Select Delete to delete the scenario from the server o Deleted scenarios cannot be restored Linking Production and Sandbox Instances e When loading a scenario can select the Linked Scenarios tab to access scenarios saved on a linked organization e g sandbox o To link 2 Salesforce org s together a request must be made via CRMfusion technical support by emailing support crmfusion com o Keep in mind that whenever an existing sandbox is refreshed the old Salesforce org ID is deleted and a new org is created so a request to relink the new sandbox will required o Once a scenario has been tested in the Sandbox it is best to resave it on the Production org so it can be accessed even when an old sandbox is deleted refreshed Clearing a Scenario Select M to clear mappings all selections in Stages 2 4 and return all options to their default settings e The selected input file will remain loaded e f matches had been found in Stage 5 these will be cleared also See also Welcome Tutorial Video Release Notes Installation Best Practices Options Prox
2. e f running on a 64 bit operating system ideally a minimum of 4 gig of RAM should be installed on the PC such that the full 2 gig that can be utilized by Peoplelmport is available for use More information on Peoplelmport System Requirements can be found in Installation gt Peoplelmport System Requirements e A Peoplel mportData folder is now created when Peoplelmport is installed with subfolders to store log restore and replacelist files o This avoids previous problems with Vista customers that were not able to create files directly in the C Program Files Peoplel mport directory o A File Paths tab is now available in the Peoplelmport Options menu letting the user know exactly where the Peoplel mportData folder was created More information on File Paths can be found in Options Proxy Settings amp Sandbox Settings gt Peoplel mport Options gt File Paths Support for Excel 2007 xlsx Access 2007 accdb and ODBC I nput Data Excel 2007 and Access 2007 files can now be read directly into Peoplel mport as an input data source e The previous version required these to be saved as 2003 files e When specifying input files no longer have to specify the file type simply read in the file e An option to connect directly to a SQL database via a system DSN is also provided Faster Processing Allows for More Salesforce Records to be Downloaded for Comparison in One I mport Pass Enhancements have been made to the key building process which sig
3. Matching Stage 3 is where the user decides how the incoming data will be compared against the Leads and or Contacts i already loaded in Salesforce The user can select from a near unlimited within reason number of Lead and Contact Stage 3 matches and they can be performed in any order The Match Steps act as a filter on the incoming data if Determine how incoming data will successfully matched in one of the Steps then the updates from Stage 1 are processed be compared to Leads and or Contacts and create campaign f no match is found to an existing Salesforce record then a new record can be created andor task links Capabilities amp Features e Ability to create filters matching steps to match data from incoming spreadsheet to Salesforce records to determine which records will be updated vs inserted e Various techniques are available to find non exact but similar matches for Company Account Names First Names Phone and Address data o Customizations can also be made to the Account Cleaning List to specify how the Cleaned Account Name mapping type identifies duplicate Account or Company names e The user has complete control over which fields should be included in the matching steps and can create as many matching steps as desired in order to create a multi pass strategy all IN ONE IMPORT PASS e New Contacts can be created ONLY if the Account exists and Leads created if neither the Contact nor the Account exists all IN
4. Peoplelmport User Manual Created Friday March 08 2013 Peoplel mport The title page normally introduces your product or service You might include the author s name company name company logo copyright information etc Table of Contents 1 Welcome 2 Tutorial Video 3 Release Notes Version 2 1 Release Notes Version 2 0 Release Notes 4 Installation Peoplelmport System Requirements Installing Peoplelmport from the Internet amp Logging In 5 Best Practices 6 Options Proxy Settings amp Sandbox Settings Peoplelmport Options General Settings File Paths Proxy Settings Sandbox Settings 7 Step by Step Instructions Stage 1 Mapping Stage 2 Compare Stage 3 Matching Setup Matching Criteria Final Matching Conditions Campaigns and Tasks Mapping Types Stage 4 Global Campaigns and Tasks optional Stage 5 Results and Processing 8 Scenarios 9 Peoplelmport Restore Instructions 10 FAQ General FAQ oO OI 13 14 15 17 Index 1 PDF Back Cover Peoplel mport Peoplelmport Welcome 2 Spoon M Bla F eer ood Peoplelmport Peoplel mport 2 for AppExchange Online Help The most current version available is 2 10 10 Click here to learn more about the new release and download a copy To check what version you are currently running click on i in the lower left hand corner of the screen If you are running an earlier version please upgrade to the latest version Welcome Welco
5. for use with Cleaned Account Name mapping type and NameReplaceList xml for use with FirstName mapping type e f also using DemandTools the directory can be pointed to the DemandToolsData ReplaceList directory such that both applications are utilizing the same replace lists avoids having to make updates to both places See also General Settings Peoplelmport 29 Options Proxy Settings amp Sandbox Settings Proxy Settings C Use Proxy Prog Server E ter ory serer nam Fort UserName Password Domain e The Proxy Settings can be accessed in two ways o From the Login Screen rce com Success Not softwares 7 Save Password C Auto Login o From the Options menu on the lower left side in the application e In most cases network settings do not need to be adjusted to use Peoplel mport on your local computer If you experience problems logging into Peoplel mport but do not have problems logging in to Salesforce using the same login ID and Password you may be required to use a proxy server to access Salesforce via Peoplel mport e Proxy server information must be obtained from the users IT department as the settings are specific to your organization Here is some additional information regarding communicating with our authentication servers that may be helpful in diagnosing general connection issues e Communications All communication is done to the Salesforce servers salesforce com a
6. Abe s Wedding Ea Training Examples Vertes Reponse D0r 2 1 ieta WD ezdedupebutdos_o3 ae biy Comouter D Pecpleimaart_1 1 DP tautologin Name PeaoieImport 1104 20 Typa Compressed nipped Folder 3 3 1MB From eww omfusion owm My Documents r Atways ask before opaning ths typet He Te iemel can be useful some files can potential PEOPLEIMPORT by ew account save as type Compressed zipped Folder Step 3 Install Peoplel mport e Locate the zip file icon amp double click on it e Double click the Peoplel mport zip Icon e Choose Run o Clicking Run will launch the install wizard Mome PeoolelmportSehupiirandma Type Windows Installer Padespe ba vaid doia signature that verdes ts caiga oniy run software from pubishers you tust a et ke e On the first step of the wizard click Next e Continue through the wizard by clicking Next and selecting the options that best suits your use of the tool e Peoplelmport will be loaded on your computer under Program Files in your C Program Files directory creating a directory called Peoplel mport e A PeoplelmportData folder is also created either in the users MyDocuments folder if running Windows XP or Owner Documents folders if running Windows Vista to store Log and Restore files and Replace Lists o For users upgrading from an earlier version of Peoplel mport where these files were previously saved in C Program Files Peoplel
7. Not Supplied can be entered as a placeholder if desired 4 Select Update Value to save the change e Click the Error gt button to access the next error o Continue until all errors are fixed and select OK to save all the changes in Peoplel mport o Changes are updated in data cache not made directly to the input file e The Record buttons reviews the rows with errors either before or after fixed e g review the changes made e f multiple errors are found it is best to update the data directly in the spreadsheet and then reselect the input file See also Stage 2 Compare Stage 3 Matching Stage 4 Global Campaigns and Tasks optional Stage 5 Results and Processing Peoplelmport 37 Step by Step Instructions Stage 2 Compare Stage 2 Contact or Accounts Select Leads andor Contacts to compare incoming data against Capabilities amp Features e Ability to compare the incoming spreadsheet to all Leads Contacts and Accounts or just a subset of records o For strategic reasons e g only compare to records with a particular record type o For volume reasons e g only compare to records in a particular state or country e Multi Table join capability o Only compare to Customer Contacts where the Account Type Customer e Defaults to Use All compare input data to ALL Leads ALL Contacts and ALL Accounts e If NO limiting conditions need to be specified click Next in the bottom right to move directly to
8. Not Update H OD _Test_Field_2 oc i Gs miat 7 Step 1 Select Incoming Data Source for Upload e Select the file by clicking Select File e Browse to find the file and click Open e If an excel or access file has been chosen the user must select the worksheet table name to process by clicking on it will highlight in blue Click the Use on the right or double click to select o This is not needed for csv files e The number of records loaded will be displayed in red on the left Step 2 Select the Salesforce Objects to Update and or I nsert Peoplelmport 35 Step by Step Instructions Salesforce Objects to Update and or Insert Leads Contacts Leads amp Contacts e Select the appropriate radio button for which objects the input file should be compared to o Leads only o Contacts only o Leads and Contacts e Lead fields will be displayed on the left e Contact and Account fields will be displayed on the right o Contact fields appear first o Scroll down to see Account fields displayed in blue Step 3 Manually Map or AutoMap I nput Columns to Salesforce Fields e Select to map the input columns to the fields in Salesforce o An attempt is made to match the columns from the spreadsheet to the fields in the tables selected o Auto Map does NOT require an exact match of column name to field name o Since this is an intuitive mapping always confirm fields were mapped correctly o When
9. ONE IMPORT PASS with the addition of New Contact Existing Account matching steps e When new Contacts AND new Accounts are are being added criteria can be specified to match Account fields WITHIN the input file to avoid creating duplicate new Accounts o g multiple new Contacts can be linked to one new Account e Tasks and Campaign Links can be created and assigned to records that matched in a specific step o If all records in the input file should be assigned to the same campaign or should get the same task then these options in Stage 3 should be left unchecked and assigned globally in Stage 4 e Campaign ID s and Status can be pulled from the input file such that input records can be assigned to different Campaigns ALL IN ONE PASS Articles in this section VM I Setup Matching Final Matching Campaigns and Tasks Mapping Types Criteria Conditions See also Stage 1 Mapping Stage 2 Compare Stage 4 Global Campaigns and Tasks optional Stage 5 Results and Processing Peoplelmport 41 Step by Step Instructions Setup Matching Criteria Lise the sree below to develop Lead and or Contact match steps and detemine Campaign and or Tas options for found matches ail ual d CO Emal Adiess Emai Exact O O L C Phone Humber Phone z iA Relaxed NA Phone Match O a i Step 1 Develop Filters for Duplicate Searching e Specify criteria to match data from incoming spreadsheet to Salesforce to determine upda
10. Option to Save Scenarios Locally e New Salesforce Timeout Option Setting e Regular Expression Mapping Type Added e Default New Contact Existing Account Matching Step Added e Ability to Assign New Records to Partner Users New in version 2 10 04 e New Mapping Types Regular Expression Y N Relaxed Domain State Match New in version 2 10 10 Ability to Display Save a Text Description of a Scenario e The details of a scenario selections in Stages 1 4 can now be displayed in text format and even saved as a txt file e Click the i to the left of a Scenario name to display the text description e Allows users that do not have direct access to Peoplel mport to review Scenario Details o g Send to management for review approval Option to Save Scenarios Locally e New option added to Peoplel mport gt Options which enables the ability to save scenarios locally on the user s PC e Allows easier re use of scenarios across different organizations e g o Consultants working on different Salesforce Organizations o Sharing Scenarios between production and sandbox e Allows users to backup their own scenarios locally Peoplelmport 7 Release Notes New Salesforce Timeout Option Setting e Avoid a Salesforce API timeout by extending the default timeout of 2 minutes to as high as 30 minutes o Specify how many minutes Peoplel mport waits to receive a response back from the API before returning an error for the request e He
11. Processing Allows for More Salesforce Records to be Downloaded for Comparison in One Import Pass e New General Settings Available in the Peoplelmport Options Menu e New File Paths Tab Available in Peoplelmport Options Menu e Owner Alias and Owner Full Name Can Now be Mapped from Input File e Ability to Show Salesforce Data in Final Results Grid for Any Mapped Field e Enhancements Made to the Matching Process in Stage 3 o Multiple Matching Steps Available When Searching for Existing Accounts o Can Now Add New Contacts AND New Leads in the Same Import Pass o Contact Insert Will NOT Fail if Existing Account Owned by an Active Owner o Clone Step Button Added for Easier Replication Modification of Existing Steps e Three New Mapping Types Added Peoplelmport Release Notes 10 o Acronym Acronym Cleaned Account and First XX Words e Auto Check Now Performed to Check for Bad Data in Input File Before Processing e Ability to Map a Campaign ID and Status From the Input File e Additional Task Customization Options e Enhancements Made to Final Results Grid for Easier Review of Matches o Including an additional Final Results file raw data file vs formatted xml which can be used to add custom Tasks and or Campaign Members via DemandTools MassEffect or Salesforce Data Loader Support for 64 bit Operating Systems Although still built as a 32 bit application Peoplel mport will work with 64 bit operating systems such as 64 bit Vista and Windows 7
12. Step Instructions nn a Errors were found on the input data that could cause issues when the data is loaded into Salesforce tis recommended that you run a check on the input data and fix any of the errors More information on how to Check and Fix Errors can be found in Step by Step Instructions gt Stage 1 Mapping gt Step 5 Note Will not need to go back to Stage 1 and select the Check button as selecting Check and fix errors will initiate the check process e When the import completes a results screen will be displayed of Boonie Import mM E F ee ce ee ete ee gt Peoplelmpart is complete and there were 0 errors Oy 1 The Leafs con be found here 0 aF Account restore fie can be found at fle Cs Lees Duner Documents P 1 Indicates if any errors occurred during the import 2 Link to the Logfile that was generated a Ifthe import completes with errors refer to the logfile as to the source of the errors 3 Restore files are generated for any records that were updated a Restore files will contain a before image of the records prior to any changes and can be used to undo the import a There will be one restore file for each object type Lead and or Contact that was updated a For Accounts there can be up to 2 files one AccountRestore will contain restore info for all the Accounts that were updated in conjunction with a Contact Update and another AccountUpdateRestore for all Accounts updated
13. Welcome Welcome Best Practices Step by Step Instructions Stage 1 Mapping Setup Matching Criteria Mapping Types Stage 3 Matching Stage 5 Results and Processing Sandbox Settings Version 2 0 Release Notes Peoplelmport Tutorial Video Peoplelmport Training Video See also Welcome Release Notes Installation Best Practices Options Proxy Settings amp Sandbox Settings Step by Step Instructions Scenarios Peoplel mport Restore Instructions FAQ Tutorial Video 4 Peoplelmport 5 Release Notes Release Notes Articles in this section Ws Version 2 1 Release Version 2 0 Release Notes Notes See also Welcome Tutorial Video Installation Best Practices Options Proxy Settings amp Sandbox Settings Step by Step Instructions Scenarios Peoplel mport Restore Instructions FAQ Peoplelmport Release Notes 6 Version 2 1 Release Notes The most current version available is 2 10 10 To check what version you are currently running click on i in the lower left hand corner of the screen If you are running an earlier version please upgrade to the latest version Upgrade I nformation If still running a 1 X version of Peoplel mport it is recommended that all customers upgrade to this new version as soon as possible to avoid the possibility of creating duplicates when a matching record may in fact exist Peoplel mport s multi threading architecture in combination with heavy Sale
14. as the operation on the right 3 Click the sign to the left of the Task table to show the Task fields 4 Map the following fields o CRMfusionField_Matchld gt Contact Lead ID whoid o CRMfusionField Parentld gt Opportunity Account ID whatid a This is optional and should only be done with Contact ID s as tasks created for Leads CANNOT have related to fields populated If the FinalResultsDump file contains BOTH Leads and Contacts and you wish to populate the whatid field with the Account ID for the Contacts you will need to sort the input file by CRMfusionField Object field and break into 2 separate files one with Leads and one with Contacts DO NOT map to this field for Leads only Contacts o CRMfusionField_ Ownerld OR CRMfusionField_ParentOwnerld gt Assigned To ID Ownerld a This is optional but if nothing is mapped to this field then all the new Tasks will be owned by user performing the insert via MassEffect CRMfusionField Ownerld Owner of the Lead Contact CRMfusionField_ParentOwnerld Owner of the Account if the matched object was a Contact a Will be blank if the matched object was a Lead o Map the custom fields to the appropriate matching field in Salesforce See also Peoplelmport
15. be checked on the user s profile If Manage Users is not checked then the user does not have access to the user table and as such will only be able to assign records to themselves or a group or queue They WILL NOT be able to assign records to another user Here is an example of the error that can occur when Manage Users is NOT checked 2010 05 24T08 52 39 07 00 Peoplel mport Update Converting Alias or Name to ID The input value of 00530000000vArOBhn could not be converted to an owner ID The current Users ID was used In this case the record IS STILL updated inserted but the owner will be changed to the current user not the owner that was listed in the input file and mapped to the owner id field See also Installing Peoplel mport from the Internet amp Logging In Peoplelmport 15 Installation Installing Peoplel mport from the Internet amp Logging In Step 1 Install Net Framework e Install Microsoft NET Framework Version 3 5 Redistributable Package x86 prior to installation of Peoplel mport e lf this is not currently installed on your computer the Peoplel mport installation wizard will automatically provide the link for download Step 2 Download Peoplel mport e Navigate to www crmfusion com e Click the Download button e Choose Save in the File Download pop up e Save the zip file to an easily accessible place like the desktop d B Desktop Gad My Documents H My Computer Sd my Network Places
16. electing to compare to Contacts auto mapped fields will map to BOTH Contact AND Account fields and one input field can map to multiple fields e Fields can be manually mapped by left clicking on the column and dragging and dropping under the correct field Boston Trade Show Account Name H A Aim_Report_Status_Update_c L Street ddress H Annual Revenue sdoress 2 H City oe Full Address a Company City Account Name State F Inset zip Code Do Not Update Country gt a Update FirstName H Update Only if Blank LastName LW Show ingrid e A flag to the left of the column name indicates that a column was mapped e Fields MUST be mapped to Show in Grid and be used in Matching Stage3 e TO remove an unwanted mapping right click on the mapped field and select Remove Mapping Field Mapping Controls Mappings can also be saved loaded independently from a full scenario Field Mapping Controls e This option is only available if a mapping has been setup and then saved for future use e Mapping should NOT be saved until Step 4 is followed below to adjust mapping options but can be loaded once the input data file has been loaded e To Save a mapping click Save Mapping name the file and save it to a location on the local PC e Clear Mapping can also be selected to clear ALL existing mapping and start over Step 4 Adjust Mapping Options as Needed e Overall Mapping preferences can bet set in Options eee sonia acces
17. existing data How dol separate multiple values for a multi select picklist field in my input file so more than one value will be inserted tried a comma but that does not seem to work A Multi select picklist values should be separated by a semi colon in the input file Also be sure to select Merge as the update option when mapping the filed in Stage 1 if you want to merge these with any existing values vs doing an update l have the Owner full name in my input file not the Owner ID can I use that instead And if so what field do map it to as do not see an Owner Name field A Yes When mapping an Owner from an input source the Owner Alias Full Name OR Owner ID can now be used Regardless of which one is in the input file the field should to be mapped to the Owner ID field My Contact and Lead first and last names are in one column in my input file e g Mary Thompson Do I need to break this into two separate columns before importing A Yes Peoplel mport will not parse the single column of data This will need to be done prior to importing Then map to the appropriate separate fields in Salesforce Having these in separate fields also allows first and last names to be matched on separately e g email and last name only Also since first name can be mapped separately from last name mapping options like FirstName match and First XX Letters can be used HELP I accidentally updated a bunch of records incorrec
18. hame email 000 30000008FinkEAK h ika Jhan No Actio Leelee eel 1 Lancaster ___ Final Match O om emee Step 8 Account name city No Acti Shipley Co Inc are fname hame email OD S000U00BeAHEAT N 7 Cosas me si Sep Pont rane cty ede th heer OUIADOODOOGOHALAAN N Shipley Co m kere A a a 2 linger Fad Sep Contac fnamelname ph 0034000000 TE DOOPNS76AAD N Canson Talens 21 industrial Dr SE 1 t Step 7 Account name ciy phone No Actior Siete 455 Forest St Toned O ee 3 i aaa jee wns Be ki Step Sraid T Iname p FINEN 007400 KwHAAAL Ne Action aay he a aap i as oo Staples 100 Pennaytvania Av Step 6 Lead iname hame phone EAK lo Acti MH amp Colnc SS __ Step 4 Lead fname name emal 00Q30000008RncpEAC NN Acton Gaga Information Gro One Longwater Circle Shep 3 Contact fname Iname i Keane Inc 100 Giy Square Steo 6 Lead fname name aes Hazen Paper Co PO Bix 189 PEEP EEE EPEC PSOE EEE Pe Ee ea ESCsp cscs csp cscs cs CSP eK aps CS CS Ca KSC CaS CS e Grid Headings 1 Use Checked indicates that this record should be processed 2 Object The object Contact or Lead to be updated or inserted 3 Action Will the record be updated or inserted a Update A matching record was found and will be updated a New Contact Existing Account A matching Account was found but no matching Contact New Contact New Account Create New Contact New Account was sele
19. or line of business We recommend that customers review these lists and customize as needed for better matching Default values included in the list when Peoplel mport is installed Values manually added in this example Click here to type in more customizations Click Save to save any changes ge TS m Three tabs are provided for customization e Replace Anywhere it finds the existing value replace with the new value for matching purposes only o Used to ignore common punctation and match common abbreviations to the corresponding long form o The long form of a word should always be listed first to avoid replacing a portion of a word with the new value a eg If ctr gt center is specified the word electric becomes elecenteric and will not match correctly o An existing value will be ignored if the new value is left blank e g for common punctuation e Suffix removal gnore suffix s at the END of the name Peoplelmport Step by Step Instructions 50 o Will ignore multiples e g Co Inc e Prefix removal gnore prefix at the BEGINNING of the name not shown above o Existing values include The and Dept of Note The lists are NOT case sensitive and punctuation SHOULD NOT be included in abbreviations replacements suffix or prefix lists since common punctuation is already ignored in the replace list The Country Match mapping type is used to standardize field values for the recognized countries of the
20. order of matching steps in Stage 3 can be manipulated such that a matching Contact will be found before a matching Lead if the same person exists as a Lead and a Contact but the decision will need to be made as to which one should be updated which will be the one it finds first e Similarly if the same Lead or Contact exists multiple times more rigid matching steps can be executed before looser steps to find the better match o However if the SAME Lead Contact exists multiple times in Salesforce and all the fields would match in the SAME Step the first record Salesforce returns to Peoplel mport will be the record that is updated and there is no rhyme or reason as to which one Salesforce will return within a single step The CRMfusion DemandTools application can be used to clean up existing duplicates with the Salesforce Database More information regarding DemandTools can be found on our website www crmfusion com demandtools Prepping the I nput File 1 Dedupe the I ncoming Spreadsheet Peoplel mport will look for duplicates matching the input data to the records that currently exist in Salesforce but WILL NOT dedupe records WITHIN the spreadsheet so it is important to ensure that the input file is free of duplicates to avoid creating duplicate NEW Leads or Contacts For example if Melanie Jackson is in the input file 3 times and she DOES NOT match to any existing Leads or Contacts then 3 Melanie Jackson records will be created as eit
21. that cannot be added using Peoplel mport e g Opportunities custom objects etc a Be sure to include columns in the input file that will be needed to create these objects in the subsequent insert via DemandTools ALL fields that are on the input file even unmappped fields will be included in both of the Final Results files e The blue links for the log and restore files are all live links and will pull up the files directly in excel e Log and restore files are saved directly to your hardrive so they are accessible even after clicking OK in the completion message o The exact locations of the files is specified in the File Paths tab in People mport Options Note Instructions on how to undo an import can be found in Peoplel mport Restore I nstructions See also Stage 1 Mapping Peoplelmport Step by Step Instructions 60 Stage 2 Compare Stage 3 Matching Stage 4 Global Campaigns and Tasks optional Peoplelmport 61 Scenarios Scenarios man ee Ws me Scenarios can be created and then saved for future use for imports that use a standard 7 Soave Scensana a Dar Desr grir BE ja sr Grernsirn H template and matching criteria for importing data Capabilities amp Features e Saved on a central server by Salesforce Organization ID for future use o Commonly used for weekly webinar lists standard purchased lists etc e Sandbox Org ID s can be linked to Production such that scenarios created on one
22. the Sandbox e Proxy Settings are also accessible from the login screen upper right hand corner See also File Paths Peoplelmport 27 Options Proxy Settings amp Sandbox Settings File Paths EErEE e Allows each user to select where Peoplel mport Files are saved e By default files are saved either in the users MyDocuments folder if running Windows XP or Owner Documents folders if running Windows Vista o A PeoplelmportData folder is created when the application is installed For users upgrading from an earlier version of Peoplel mport where these files were previously saved in C Program Files Peoplel mport any new log and restore files will now be created and saved in the new directories o Replace lists are MOVED to the new location e To change a file location either type in the new file path or click location o If changing a file location be sure to create the folder for the data and include the at the end of the folder name o This feature is helpful for allowing multiple Peoplel mport users to have access to Log Files Restore Files and ReplaceLists just change the path to a central network drive J on the right and browse for the new 1 Restore File Directory e Restore files containing a before image of the records prior to any changes are generated for any records that were updated e Restore files an be used to undo the import e A Final Results file is also created which contains a
23. there no street designator e g St Rd Ave etc then the address will not be parsed into its individual components In this case the street address is returned with no changes for matching New in version 2 10 10 The Regular Expression Y N mapping type returns a Yes or No value if the data passes the Regular Expression vs returning the All Alpha matchng value or a blank like the standard Regular Expression mapping type Example Create a Regular Expression to see if a field was 5 digits blank or 5 chars 23232 Yes 232323 No Yes Aabbc Yes Peoplelmport 51 Step by Step Instructions Bob No New in version 2 1 The Regular Expression mapping type can be used to create custom mapping types for any text field Knowledge of regular expressions is All Alpha required to use this mapping type and customers are responsible for building their own expressions There are several free regex tutorial websites online that users may want to reference to learn more Regular Expression mapping will use the first match located in the string Example Regular Expression 0 9 Input data 123 S Main St Filtered result 123 Input data 45 E Center Filtered result 45 New in version 2 10 10 The Relaxed Domain mapping type matches top level domains for websites by matching the word before the period All Internet www crmfusion com crmfusion com http www crmfusion com crmfusion co uk www crmfusion com demandtools downlo
24. which it is mapped during a new record creation e Update Options Default Update o Do Not Update Do not update Salesforce data with data from the incoming spreadsheet when a match is found o Update Always update the Salesforce data with data from the incoming spreadsheet when a match is found o Update Only if Blank Only update Salesforce data with the data from the incoming spreadsheet if the field in Salesforce is blank When mapping fields in Stagel there will also be an option to merge for long area text fields multi select pick list fields and boolean true false checkbox fields This will merge the value in the incoming spreadsheet with the existing value in Salesforce Merge CANNOT be selected as a default setting and must be specified on a field by field basis when mapping fields in Stagel Note For customers that upgraded from 1 X to 2 X where Merge had previously been selected as a default mapping setting the default has now been changed to Update 3 Auto Login Peoplelmport 25 Options Proxy Settings amp Sandbox Settings e When checked will bypass the login screen using the username and pwd supplied when auto login was first checked e If Salesforce login credentials change and auto login is turned on Peoplel mport will automatically clear the login information and return the user to the login screen e f proxy information has changed such that the user can no longer login the following utility can be run to rem
25. 1 2009 14 14 PM o TO isolate a specific day regardless of time for a date time field e g created date specify 2 conditions to isolate the 24hr period e g Created Date gt Jun 01 2010 00 00 AM Created Date lt Jun 01 2010 11 59 PM o The value is ignored when using an operator such as Today or Yesterday Step 4 Add Condition s e Select Add Condition to add the condition to the list of current conditions e By default all conditions are AND d together To create OR groups see Step 5 e To delete one condition from the list click the box to the left to highlight the condition and press the delete key on the keyboard Step 5 Creating OR Groups e To create OR groups check Expert Mode e Change the OR Group number for specific conditions click on the number on the right and adjust up or down All conditions WITHIN a group e g have the same group number are AND d and BETWEEN groups are OR d For example Stabe Shee rowince ma Edemal Referal PPT TANI ATTON ALIE Ril lei lalla eat Reads as Peoplelmport 39 Step by Step Instructions MailingState ma AND LeadSource External Referral OR MailingState ny AND LeadSource Trade Show e Unchecking Expert Mode will cause all conditions to be and d once again See also Stage 1 Mapping Stage 3 Matching Stage 4 Global Campaigns and Tasks optional Stage 5 Results and Processing Peoplelmport Step by Step Instructions 40 Stage 3
26. ED TO LOGOUT AND BACK IN TO PEOPLE MPORT for the option to take effect o Unchecked Users will receive an error that the input value could not be converted to an owner ID when attempting to assign owners to a Portal User a Converting Alias or Name to ID The input value of OO5A0000001MTZ8 could not be converted to an owner ID The current Users ID was used e f Partner Portal is not enabled on the Salesforce instance checked unchecked will have no effect 13 Relogin Session Time e Peoplelmport will ping Salesforce at the specified interval to avoid losing the Salesforce API session due to a Salesforce Session Time Out e Can be set to 15 minutes 30 minutes 1 hour 2 hours 4 hours or 8 hours e Chosen interval should be less than or equal to the users Salesforce Session Timeout value e Default setting is 2 hours 14 Default Restore File Extension e Restore files are created for any Leads Contacts and or Accounts that are updated e This setting specifies the file types for the restore files e Options include xls xlsx csv and mdb e csv is the default Note Keep in mind that xls files can only handle 65 536 rows so use with caution if uploading files with 65 536 or greater input rows in case more than 65 536 Leads Contacts or Accounts will be updated will not get restore files in that case 15 Proxy Settings e Select this button to update proxy information or to change the Custom Endpoint setting used to access
27. Salesforce trusted list e Visit www ipchicken com e Copy the IP address the website shows e Login to Salesforce e Click on Setup e Under Administration Setup expand Security Controls e Click on Network Access e Click the New button e Paste the IP address from www ipchicken com in the start and end range and click Save e This process will allow Salesforce to recognize the users specific PC and bypass the need for a Security Token upon logging into Peoplel mport from that PC See also Peoplel mport System Requirements Peoplelmport 17 Best Practices Best Practices The information provided in this document should be used as a general guideline Each organizations data and business requirements are different Test in Sandbox First If your organization has a Salesforce sandbox we highly recommend that you test your scenarios first in the sandbox before importing into your production instance More information on pointing Peoplel mport to the sandbox can be found in Options Proxy Settings amp Sandbox Settings gt Sandbox Settings If you do not have a sandbox then at least test with a small sample file first Start With a CLEAN e g Deduped Salesforce Database Since Peoplel mport will ONLY match a record from the input file to one record in Salesforce ideally the Salesforce Database Should already have been scrubbed for duplicates within the Lead and Contact tables and also Leads against Contacts e The
28. Stage3 Matching e A particular section may be greyed out based on whether the input data is being compared to just Leads just Contacts or Leads and Contacts e Account matching only used when specifiying New Contact Existing Account matching steps in Stage 3 Expert Moda Dureri Conch Compare mput data to these Contact Trpak fa sa AEE Websie etane WholwngithprecsedT__ i hoengih WheOwnsihareceed r ARKE i i Typhi yer S VWiebsoe iebsriel iWheotensthisrmecond livhotrensthismecod T E Step 1 Select the Field to Base a Condition On e All fields from the particular table and related tables including custom fields are available for selection e 10 access fields in a related table select the to the left of the table name o This will display the fields from the related table o Multi table join is available for Parent tables only based on foreign key relationships between tables o For example the Account table can be accessed from within the Contact table because the Account ID is physically stored on the Contact table but the Contact table is NOT accessible from the Account table Step 2 Select the Operator e Available operators will change based on the type of field selected Peoplelmport Step by Step Instructions 38 e represents not equal to e When using dates operators will include Today Yesterday etc e For date and number fields add
29. abled on the Salesforce instance checked unchecked will have no effect New Mapping Types Regular Expression Y N Relaxed Domain State Match New in version 2 10 10 e Regular Expression Y N o Returns a Yes or No value if the data passes the Regular Expression vs returning the matchng value or a blank like the standard Regular Expression mapping type o For example could create a Regular Expression to see if a field was 5 digits blank or 5 chars 23232 Yes 232323 No Yes Aabbc Yes Bob No e Relaxed Domain o Matches top level domains for websites o Matches the word before the period i e crmfusion Matches www crmfusion com gt crmfusion com gt http www crmfusion com gt crmfusion co uk gt www crmfusion com demandtools downloads o Helpful for email to website matches e State Match o Matches US State and Canadian province abbreviations to their long names o i e MA gt Massachusetts CA gt California ON gt Ontario See also Peoplelmport Release Notes 8 Version 2 0 Release Notes Peoplelmport 9 Release Notes Home gt Release Notes gt Version 2 0 Release Notes Version 2 0 Release Notes NOTE TO EXISTING 1 X CUSTOMERS Please review this document carefully to be aware of all the new features and CHANGES to existing functionality The process for looking for an existing Account when electing to add a new Contact has changed In earlier Peoplel mport releases Account Ma
30. ads Are all seen as crmfusion Helpful for email to website matches The Relaxed NA Phone Match mapping type removes all non numeric characters and spaces leading 0 s and 1 s area codes and extensions on the back end All CRM returning the 7 primary digits of the phone number If just 7 digits are left use those 7 digits else just return digits 4 10 It will not match the Phone word values and will trim off the SPOT in the phone number and only look at the numeric portion Example 1 879 555 1212 ext 500 879 555 1212 1 879 555 1212 ext 408 Are all seen as 5551212 Note This is based on a 10 digit North American phone number Although it can be used with international phone numbers will just return 7 digits in the middle the Numeric mapping type is the recommended mapping type to be used with international phone numbers Since this mapping type I GNORES AREA CODES and returns just the 555 1212 portion of the phone number IT SHOULD NOT BE USED BY ITSELF only use when additionally matching on other fields to avoid updating the wrong record The Salesforce com ID Match mapping type is used to match any Salesforce com objects 15 digit ID to its 18 digit equivalent ID and vice versa All CRM The Street Address Match mapping type is a slightly more rigid criteria than the Relaxed Address Match mapping type The deduper will ignore the differences All CRM in street type short forms such as crescent cres road rd stree
31. aluated in order and one record from a spreadsheet will ONLY match to one record in Salesforce Lead or Contact e Move a step up or down to change the order of evaluation o Rigid steps should precede looser steps o May want to move Contact Step s before Lead steps in case the same person is duplicated in Salesforce as the first one it finds is the ONLY one that will be updated e Delete any empty Match Steps e Clone existing steps for ease in making minor mapping changes o e g clone an existing step for first name last name and email then delete the match for first name so the resulting step matches on just last name and email o Cloned steps are added after existing steps but can be moved Step 6 Final Matching Conditions i sh Create New Lead Create New Contact New Account Do Nothing e f no match is found in any of the object matching steps the record can be inserted using either Create New Lead Create New Contact New Account or Do Nothing can be selected to just ignore the new record e This step should always be reviewed to ensure that the appropriate action is taken for the new record o If matching to just Leads or Leads and Contacts the default setting is to create a new Lead An option to Use Lead Assignment Rule is available when adding a new Lead but is NOT checked by default o If matching to just Contacts the default setting is to create a new Contact and new Account Anew Account needs to be cre
32. ased on specified Action or as a whole Export Data will create a spreadsheet with grid data o Data can be exported as a Formatted XLS file looks like the grid or a Data File regular excel file with no formatting or grouping o A copy of the grid is also written out to a formatted xls file AFTER processing the import Final Results File which will include any new ID s that were created as well as updating the Status column so it is not necessary to export the grid results at this stage unless required for review offline 3 Counts provided with a breakdown by object of how many records will be updated or inserted in Salesforce o If New Account Settings were provided to avoid creating Account Duplicates in Stage 3 then the Account insert count will indicate how many UNIQUE new Accounts will be created o The number of Updated Accounts is based on Contact Update records as the existing Account is updated along with the Contact and New Contact Existing Account records N Step 5 Process Checked Objects e When ready to process the import select in the lower right hand corner e An auto check is performed to ensure that no bad data still exists in the spreadsheet which could cause records to not be updated inserted or possibly cause the entire import to fail and Peoplel mport to shut down o If bad data is detected options will be provided to fix the data cancel the import or ignore bad data and import anyway Peoplelmport 59 Step by
33. at a particular Step matched records incorrectly a Individual records can be checked unchecked by clicking the Use checkbox Note Any records that have been unchecked will NOT be processed when is selected in the bottom right hand corner to process the import In other words records that HAD been flagged as updates will NOT be added as new but instead will not be processed at all Although an entire step can be unchecked if it seems that Step was finding more mismatches than matches it may be best to go back to Stage 3 remove that step altogether and refind the matches That way these records will be added as new This could result in some duplicates being created if a few had matched but most did not but it is better to potentially create a few duplicates than update the wrong record e Clicking the blue ID field will bring up the complete record in Salesforce e Therecord can be opened in a Salesforce window or a quick view based on whether Use Salesforce to View Objects is checked in the Peoplel mport Options e Clicking the next to a row will reveal the matching fields from a step and any fields with a check for Show in Grid in Stage 1 o Fields are listed in alphabetical order and matching fields are highlighted I ri ky IS JEI Lead Updste Step 4 Lead fname ina D0Q30000008FpSQEAD Step 4 Grid Control Options Update T Contacts T Accounts 13 Buttons provided to check or uncheck records b
34. ate the Partner WSDL e At the end of the WSDL locate a soap address location URL that is similar to https test salesforce com services Soap u 23 0 e Copy the URL it is case sensitive e Open Peoplel mport e Click on o Edit o Options o Proxy Server Settings e Paste the URL in the Custom Endpoint box check the box Use Custom Endpoint and Click OK e Restart Peoplel mport e Login to Peoplelmport using the test instance credentials Peoplel mport may prompt for the creation of a trial account If this happens create the trial account and email either Sales crmfusion com or support crmfusion com requesting that the sandbox account be made fully functional Multiple sandboxes are permitted for one production instance The status bar on the bottom of the screen when logged into Peoplel mport will show the URL in which Peoplel mport is pointed To set Peoplel mport back to the production instance simply uncheck the Use Custom Endpoint box Note Starting in Peoplel mport 2 X it is no longer necessary to delete the custom endpoint to return to production Checking or unchecking the Use Custom Endpoint box will let Peoplel mport know which Salesforce servers to connect to There is also now a warning letting the user know if the API version specified in the endpoint does NOT match the current API that Peoplel mport was built on Earlier or later API s can typically be used but occasionally problems may arise with a particula
35. ated so that the Contact can be associated with an Account Mapping can be specified such that duplicate new Accounts will not be created g One new Account can be created with multiple new Contacts More information on Final Matching Conditions can be found in Step by Step Instructions gt Stage 3 Matching gt Final Matching Conditions Peoplelmport Step by Step Instructions 44 Review and Update Cleaning Lists e Click on the appropriate button to edit e Add common Punctuation Suffixes Prefixes specific to your industry or common nicknames e Additions are added to the end of the list e Lists invoked when using Cleaned Account Name and FirstName mapping types More information on mapping Types Options can be found in Step by Step Instructions gt Stage 3 Matching gt Mapping Types See also Final Matching Conditions Campaigns and Tasks Mapping Types Peoplelmport 45 Step by Step Instructions Final Matching Conditions e f no match is found in any of the object matching steps the record can be inserted using either Create New Lead Create New Contact New Account or Do Nothing can be selected to just ignore the new record e This step should always be reviewed to ensure that the appropriate action is taken for the new record Create New Lead When matching to just Leads or Leads and Contacts the default setting is to create a new Lead e f New Contact Existing Account steps have bee
36. atus as the API name for the standard Lead Status field is Status If Status is used for the campaign member status column and fields are auto mapped in Stage 1 then this field will map to the Lead Status field which will result in incorrect data in this field Creating Tasks Create Tasks for New Objects Create Task Subject Call to thank for interest in our product sa pty flenet p Comments Cifer a free sample Due Date 5 31 2007 Sed Pein o e Check if a specific Task should be assigned to this group of matched records e Fill in the Task fields listed e When assigning due dates use specified timetables Today Tomorrow Next Week 15 or 30 Days or pick the icon to the right to switch to calendar mode Peoplelmport Step by Step Instructions 48 e Emails cannot be sent for Tasks but Set Reminder can be checked to create a pop up reminder in Salesforce e By default tasks are assigned to the Object owner ownership overrides can be specified in Stage 4 See also Setup Matching Criteria Final Matching Conditions Mapping Types Peoplelmport 49 Step by Step Instructions Mapping Types Match Categories e All All Categories e Alpha Techniques for text e Contact Techniques specifically for dealing with Contact names e CRM Techniques for Customer Relationship Management Categories e Geo Techniques for address information e Internet Techniques for domain information e Numeric T
37. be reviewed carefully and may want to change to Do Not Update or Update if Blank since these fields are never blank they will not be updated o Keep in mind that multi select picklists text area fields and true false fields can be MERGED This is NEVER selected as the default update action so it must be adjusted on a field by field basis Note Street Address fields will have Merge as an option because they are text area fields in Salesforce IT 1S NOT RECOMMENDED that these fields be merged e After all fields have been mapped run the Check utility the button to the right of AutoMap to scan input data for possible data integrity errors that could result in either errors when processing or possibly causing Peoplel mport to shut down during the import Peoplel mport always requires mapping to the following standard required fields This is by design to avoid errors when inserting new records Leads Company and Last Name Contacts Last Name Accounts Name Peoplelmport 19 Best Practices More information on Mapping can be found in Step by Step Instructions gt Stage 1 Mapping Matching Steps in Stage 3 Understand that the goal to is to accurately find matching records and update then insert any new records It is typically best to err on the side of caution not making the steps too loose simply to find more matches and update the wrong records 1 Fields to Match On Selecting what fields to match on will dep
38. cate NEW Accounts by matching fields on the incoming spreadsheet Peoplelmport Step by Step Instructions 46 NOTE This option DOES not look for existing an account to add the new Contact to that is done using the New Contact Existing Account matching steps 1 Limit New Account Duplicates by Field e Unchecked One new Account will be created for every new Contact e Checked Matching criteria can be specified to look for duplicate NEW Accounts in the input data so that only one new Account will be created with multiple new Contacts linked to it 2 Specify Account Matching Criteria e The matching will take place on the rows in the incoming spreadsheet e Match Conditions are created the same as in Matching Steps e If fields match the result will be one new Account with multiple new Contacts Do Nothing F ra LLA Let POELE e Do Nothing will ignore all records that could not be matched no action will be taken for these records See also Setup Matching Criteria Campaigns and Tasks Mapping Types Peoplelmport 47 Step by Step Instructions Campaigns and Tasks Matched records can optionally be assigned to existing Campaigns and or Tasks can be created e Creating Campaigns or Tasks in a particular Step allows specific Campaigns Tasks to be broken out by Object Type Leads vs Contacts and or by operation Update vs Insert o A Task to Offer a free product sample can be assigned in Final Matching Conditions
39. copy of the grid AFTER the import completes o The Final Results file will now be populated with any new ID s created for inserted records and the Status field will indicate if the update insert was successful o If the word Error appears in an ID field this indicates that that particular record was not inserted refer to the log file for details as to why the insert failed o If Status indicates that an update was unsuccessful refer to the logfile for details as to why the update failed 2 Log File Directory e When the import completes a results screen will be displayed with a count of any errors encountered during the import along with a link to the log file e Ifthe import completes with errors refer to the log file as to the source of the errors e One log file is created per day o The most recent information is at the bottom of the log file so if the import was attempted multiple times during the same day scroll to the bottom of the log file for the most recent information Peoplelmport Options Proxy Settings amp Sandbox Settings 28 3 Organize Log Files and Restore Files by Salesforce Organization D e Unchecked by default e Will organize files by the Salesforce Organization ID o Will separate Production and Sandbox files as these have different organization ID s o Helpful for consultants who may be working on multiple organizations at one time 4 Replace List Directory e Specifies the location of the replacelist xml
40. cted in Stage 3 Final Matching and neither the Contact NOR the Account was found a New Lead Create New Lead was selected in Stage 3 Final Matching 4 Step Specifies the step from Stage 3 the record matched in 5 Match Blank if New Salesforce id of matching record if update a This is an active link that check selected will bring up the record within Salesforce for review 6 Parent Account f Contact update or New Contact Existing Account then will contain the Salesforce Account ID for the matching Account a This is an active link that check selected will bring up the record within Salesforce for review 7 All the input columns on the spreadsheet A scroll bar is provided at the bottom of the screen to scroll to the right to see all the fields from the input file Step 2 Grouping Grid Results e Results can be grouped by column for easier review o It is recommended that this be reorganized by Action and then Step within action e Drag the appropriate columns to the top of the screen to organize the results e Once grouped entire groups can be checked or unchecked expanded or collapsed by right clicking on the group heading Peoplelmport Step by Step Instructions 58 Check Group UnOheck Group Collapse Group Step 3 Reviewing Results e By default all records are pre checked for processing o Matches should be reviewed to confirm that records were matched correctly a Entire groups can be unchecked if it seems th
41. ctice Owner fields and Company Account Name field mapping should be reviewed carefully and may want to change to Do Not Update or Update if Blank since these fields are never blank they will not be updated Step 5 Run the Check Utility e Select the button to scan input data for possible data integrity errors o Check for standard required fields o Verify formatting of email addresses and websites o Confirm that data in the spreadsheet adheres to the field type definition in Salesforce e Depending on the type of error the record may NOT be inserted updated badly formatted email addresses required fields missing e Peoplelmport may fail completely and close when processing due to mismatched data types attempting to insert a text value into a number or date field For example trying to insert a range e g 100 500 into Number of Employees field when Salesforce is expecting an actual number e When errors are identified they can be corrected directly in the Peoplelmport user interface CheckData Input Row 4 Eror Message Invalid email address kgates abecom Change To 3 kgates abo com Record 1 of 4 fad 62 Record 0K Error Message Details Details regarding the nature of the error current value displayed in red 2 Can Copy Current Value to the edit window to make changes 3 Update the data in the edit window to the correct value If missing data is detected for a required field Unknown or
42. customizations made to replace lists cleaned account name and nickname lists e An option to organize Log and Restore files by Organization ID is provided o Allows the ability to separate production from sandbox files More information on File Paths can be found in Options Proxy Settings amp Sandbox Settings gt Peoplel mport Options gt File Paths Owner Alias and Owner Full Name Can Now be Mapped from Input File When mapping an Owner from an input source the Owner Alias Full Name OR Owner ID can now be used Regardless of which one is in the input file the field should to be mapped to the Owner ID field Peoplelmport 11 Release Notes Ability to Show Salesforce Data in Final Results Grid for Any Mapped Field A Show in Grid checkbox is now available when mapping fields from an input source When checked and a match is found data from the field in Salesforce is displayed on the Final Results grid is Stage 5 Enhancements Made to the Matching Process in Stage 3 1 Multiple Matching Steps Available When Searching for Existing Accounts Previously when electing to create a new Contact when no existing Contact or Lead was matched an option to Match to Existing Account Create if no Match Found was used to look for existing Accounts The downside was that only one set of matching criteria could be specified when looking for a matching Account With the addition of New Contact Existing Account matching steps multiple steps ca
43. ded e Two Final Results files are created after processing that contain all the fields from the grid and the Salesforce ID s for all the inserted updated Leads Contacts and Accounts o Formatted xml file that looks just like the grid and a raw data file o Serve as a summary of what took place during the import o Raw Data file also contains the Owner ID s for all the Leads Contacts and Accounts Can be used as input to another application e g DemandTools to mass insert additional objects e g Opportunities Custom Objects Custom Tasks etc Step 4 Lead fname Ina 0OQ30000008RnepEMG NN Aton G ion Gro One LongwaterGrele Step 4 Lead fneme Ing j l i 600 Alamiic Ave 542 i Dham E fanina Eam A a UA ee Tanania i i e Select L in the lower left hand corner to begin the search o A status screen is displayed showing the download progress Peoplelmport 57 Step by Step Instructions e Once the search is complete a results grid is displayed e The results grid displays how data in the spreadsheet matched to data in Salesforce o The grid is initially organized based on the row order in the spreadsheet but the results can be grouped for easier review see Step 3 below for instructions on grouping the results HE 3 aei ee ive sia Sen COMA fnamelnamesh OO23000000eVLIMAAX OM Tou _ Step Contact fnameJname ph D0240000007PACMAAS 0740000000 K P AAI ire ras Step 2 Lead fname
44. e are different but the words themselves match e g University of North Carolina gt North Carolina University of o Add Alpha Clean to catch slight differences in punctuation o Add Fuzzy to catch for spelling errors NOT RECOMMENDED IF ALL THAT IS BEING MATCHED IN A STEP I S THE COMPANY OR ACCOUNT NAME AND CLEANED ACCOUNT NAME IS THE MAPPING TYPE Peoplelmport Best Practices 20 e Street Address Matching o Use the Street Address Match mapping type to match abbreviations to their long forms e g Street gt St o Use the Relaxed Address Match mapping type to additionally match one street address with a Suite to another without e g 100 Main Street gt 100 Main St Suite 234 e City matches o Use Alpha Clean to match St Charles with St Charles o Add Fuzzy to catch spelling errors e Phone Number matches o For North American phone numbers use Relaxed NA Phone Match to ignore punctuation leading 1 s area codes and extensions match 1 781 458 9999 to 6174589999 x123 Since this mapping type GNORES AREA CODES and returns just the 555 1212 portion of the phone number IT SHOULD NOT BE USED BY ITSELF only use when additionally matching on other fields to avoid updating the wrong record e Email to Website matches o Use the Domain mapping type to match an email address to a website on a Lead or Account Great option to find matching Accounts in a New Contact Existing Account matchin
45. e updated inserted or may even cause Peoplel mport to close unexpectedly e Will warn if an inactive owner id alias was mapped from the input source e Options to import with errors or check and fix errors is provided More information on Check and Auto Check can be found in Step by Step Instructions gt Stage 1 Mapping gt Step 5 Ability to Map a Campaign ID and Status From the I nput File This option no longer requires the input file to be split into separate files when different Campaigns or CampaignMember statuses need to be assigned to different records More information on creating campaign links can be found in Step by Step Instructions gt Stage 4 Global Campaigns and Tasks Additional Task Customization Options Peoplelmport Release Notes 12 e Reminders can now be set for Tasks o Emails cannot be triggered but a checkbox is now provided for Reminder pop ups e Task Priority can now be specified e Contact Tasks will now populate the Related to field with the Account ID associated with the Contact More information on creating campaign links can be found in Step by Step Instructions gt Stage 4 Global Campaigns and Tasks Enhancements Made to Final Results Grid for Easier Review of Matches e Counts provided as to how many records of each type will be updated vs inserted e When right clicking on a group heading entire groups can now be expanded or collapsed to reveal matching fields and any field checked as Show
46. e used in the matching instead use the first and or last name fields This will also allow the option to use the FirstName mapping type when matching on first names Can I use a Salesforce Lead Assignment Rule to determine who should own newly inserted Leads Yes When choosing Create New Lead in Stage 3 gt Final Matching Conditions there will be an additional option to Use lead Assignment Rule along with a drop down list from which the desired Lead Assignment Rule can be selected More information on using a Lead Assignment Rule can be found in Step by Step Instructions gt Stage 3 Matching gt Final Matching Conditions My Salesforce Lead Assignment rule is set up to send an email to the new owner but for some reasion this is Peoplelmport 67 FAQ not happening what am I doing wrong A In order to trigger user emails for new Leads assigned using an Assignment Rule go to Peoplel mport Options and check Trigger User Emails 1 have some notes description data in my input file which want to merge with the existing notes description data in Salesforce but since the data in my input file is more recent would like to show this first in the Salesforce record can that be done A Yes First be sure to select Merge as the update option when mapping the field in Stage 1 Then in Peoplelmport Options check the option to Prepend Long Text Merges If this option is unchecked then the new data will be appended to the
47. echniques for dealing with number based matches Mapping Types Type Description Found in Category The AcronyM mapping type can be used to create an acronym for a Company Account Name by using the first letter of every word in the name All CRM Note If the Company Account Name contains only 1 word and the word is 5 letters or less it will be considered to be an acronym already Example International Business Machines gt B M gt IBM The Acronym Cleaned Name mapping type can be used to create an acronym for a Company Account Name AFTER applying the Account Cleaning List See All CRM the Cleaned Account Name mapping type below for more details regarding the Account Cleaning List Example The Hewlett Packard Company gt H P gt HP gt Hewlett Packard Limited The Cleaned Account Name mapping type uses the built in Account Name Cleaning List To access the Cleaning list tool select the upper right hand corner of Stage 3 Matching This list is saved locally on the users PC as a xml file in the Peoplel mportData ReplaceList directory replacelist xml To share this list across multiple Peoplel mport users refer to the following solution available from our public knowledgebase Sharing Cleaned Account amp Nickname List Among Users The cleaning list standardizes abbreviations ignores common punctuation and removes common business prefixes and suffixes These lists are customizable for language s and
48. eck any individual records that should not be updated If it seems that a particular Step was finding more mismatches than matches it may be best to go back to Stage 3 remove that step altogether and refind the matches That way these records will be added as new More information on processing the import can be found in Step by Step Instructions gt Stage 5 Results and Processing Remember to save any scenarios for common imports More information on Scenarios can be found in Scenarios And if you make a mistake and need to undo and import it can be done by following the steps in Peoplel mport Restore Instructions See also Welcome Tutorial Video Release Notes Installation Options Proxy Settings amp Sandbox Settings Step by Step Instructions Scenarios Peoplel mport Restore Instructions FAQ Peoplelmport Options Proxy Settings amp Sandbox Settings 22 Options Proxy Settings amp Sandbox Settings Articles in this section I a Peoplel mport Options Proxy Settings See also Welcome Tutorial Video Release Notes Installation Best Practices Step by Step Instructions Scenarios Peoplel mport Restore Instructions FAQ af Sandbox Settings Peoplelmport 23 Options Proxy Settings amp Sandbox Settings Peoplel mport Options Options are accessible by selecting the been button in the bottom left hand corner of Peoplel mport e General Settings Settings for Peoplelmport as a
49. end on what data is included in the input file and what fields are typically populated in Salesforce Also keep in mind that everyone s data is different and what works for one organization may not work for another When creating matching rules keep the following in mind e Peoplelmport will only look for matches in Salesforce and within the input file where ALL the fields being matched in a step are POPULATED e All the matching conditions within a step are AND d together so ALL the fields will need to match for a record to be flagged as a match for that step o If the step includes matching on First Name Last Name Email and Phone Number all 4 of those fields need to be populated in Salesforce and in the input file o A matching condition can include a Match Blank option which will match a blank to a blank for a particular field but Match Blank WILL NOT match one record with data to one that is blank In order to do the latter a matching step needs to be built WITHOUT matching on that field e When electing to match on email ideally should also match on last name at least BEFORE a step matching on just email alone o Last name is a required field in Salesforce so matching on this also will NOT cause less records to be searched o This will avoid problems with generic emails and situations where records may have been cloned in Salesforce and other fields updated e g first last name phone etc but the email address of the new person
50. er file Read in the Contact File as input to MassEffect Select Insert as the operation on the right Click the sign to the left of the CampaignMember table to show the Campaign Member fields Map the following fields ot ge ee Peoplelmport FAQ 68 o CRMfusionField_Matchld gt Contact ID o Campaign D gt Campaign ID o Status gt Status o Map the custom fields to the appropriate matching field in Salesforce 6 Process and repeat using the Lead File this time mapping the CRMfusionField_Matchld gt Lead ID Is it possible to use Peoplel mport to create custom Tasks from an import file to Salesforce know I can hardcode Tasks but need to be able to map over different subjects descriptions owners etc A No However when Peoplel mport completes a FinalResultsDump file is created which contains ALL the input data even fields that were NOT mapped and also has the Salesforce ID s for all the Leads and Contacts affected during the import inserted or updated This file can be used as input to DemandTools MassEffect to insert directly into the Task Table in Salesforce If custom Tasks need to be created then Tasks SHOULD NOT be created at all in Peoplel mport and instead use this FinalResultsDump file as input to DemandTools MassEffect this file can be found in the My Documents Peoplel mportData Restore directory on your PC 1 Read in the FinalResultsDump File as input to MassEffect 2 Select Insert
51. f that the fields are actually separated by a carriage return line feed e Map this concatenated address to the appropriate street field in Stage 1 Mapping 4 Format Zip Code Fields as Text so Leading Zero s will not be Stripped Since Peoplel mport allows excel files as input leading zero s for New England zip codes DO NOT have to be stripped out Simply format the column in the spreadsheet as Text Now the field will be read as a straight text field and the data will be entered as is vs being interpreted as a number which will strip the leading zero 5 Format Phone Fields as They Should Appear in Salesforce Phone number fields will be imported as is They will not be reformatted to include and in the appropriate spots during insertion e Columns containing phone numbers that have NO formatting e g 8005551212 should ideally be formatted as text to avoid the phone number being inserted in scientific notation e g 9 78E 15 e DemandTools Massil mpact contains a prebuilt formula NaPhoneFix that can be used to reformat phone numbers to match Salesforce standard format AFTER importing e g 800 555 1212 o More information on this formula in DemandTools can be found here 6 Add Additional Columns as Needed for hardcoding fields Any data that should be hardcoded e g Owner ID Name or Alias Descriptions Lead Source etc should be added as columns in the spreadsheet and then mapped to the appropriate fields in Sale
52. g step a Will need to map email to account website in Stage 1 to make it available for matching be sure to uncheck the insert option and change the update option to Do Not Update e Salesforce ID matches e g using the Salesforce Account ID to check for a matching Account o Ifthe ID in the input file is 15 digits vs the full 18 digit ID use the Salesforce com ID Match mapping type a This converts the 15 digit ID to it s 18 digit counterpart so it can be matched More information on Mapping Types can be found in Step by Step Instructions gt Stage 3 Matching gt Mapping Types 3 Add a New Contact if the Account Exists Otherwise Create a New Lead Keep in mind that with the addition of New Contact Existing Account matching steps Peoplel mport now has the ability to import new Contacts if the Account exists otherwise create a new Lead 4 Do Not Create Duplicate Accounts When Create New Contact is Selected in Final Match Conditions If there are multiple new Contacts all associated with the same new Account create just one Account with all the new Contacts by using the new option Limit New Account Duplicates by Field More information on Matching can be found in Step by Step Instructions gt Stage 3 Matching Campaigns and Tasks 1 Stage 3 or Stage 4 Are all the records in the input file getting the SAME Campaign and status or do you have Campaign ID s and statuses in your input file If so skip assigning Campaig
53. her new Leads or Contacts depending in the selection in Final Matching Conditions 2 Separate First and Last Name Fields I nto Separate Columns Peoplel mport will NOT parse these during the import They must be in separate columns and then mapped to appropriate field is Stage 1 Mapping Having these separated will also allow advanced mapping types e g First Name Match Fuzzy options etc be selected separately for First and Last Name 3 Concatenate Multiple Lines of Address I nto a Single Column Separated by a Carriage Return When inserting street address data via the Salesforce API there is only one street field to map to In order to have the input data match the Salesforce format concatenate the fields in your spreadsheet separated by a carriage return prior to importing To do this e Create a new column in your spreadsheet for the full street address e Type the following formula in the first cell on the new column Al amp char 10 amp B1 assumes AddressLinel and AddressLine2 are in Al and B1 respectively adjust the formula based on your columns e Cut and paste the formula down all the rows of data Peoplelmport Best Practices 18 e OPTIONAL Do a copy and paste special values over the new column so that the actual values are in the column vs the formula o This is optional since if the formula is left in the field it will still import the data correctly May want to copy and paste just to confirm in the spreadsheet itsel
54. in Grid e Export Data button now includes and option to export to a formatted xls file will look just like the grid e Auto check performed when Process Checked Objects selected e Warnings provided if Matching Steps were changed in Stage 3 since an initial search of matches was performed but import not yet processed o Ensures that results are based on current matching specified e A FinalResultsDump file raw data file is created after processing completes which can be used to enter custom Tasks or custom Campaign Members in DemandTools MassEffect or Salesforce Data Loader o This new file also contains the Owner ID for all the matching new records so that when using it to add custom Tasks can ensure that the Tasks are owned by whoever owns the Lead or Contact More information on Results Grid can be found in Step by Step Instructions gt Stage 5 Results and Processing See also Version 2 1 Release Notes Peoplelmport 13 Installation Installation Articles in this section 4 N Peoplel mport System Installing Peoplel mport Requirements from the Internet amp Logging In See also Welcome Tutorial Video Release Notes Best Practices Options Proxy Settings amp Sandbox Settings Step by Step Instructions Scenarios Peoplel mport Restore Instructions FAQ Peoplelmport Installation 14 Peoplel mport System Requirements Peoplel mport for AppExchange is a 32 bit Windows based application that has been desig
55. in conjunction with a New Contact Existing Account a If arestore is needed ALWAYS process the AccountRestore file PRIOR to the AccountUpdateRestore just in case the same account was updated in conjunction with New Contacts Existing Account AND a Contact Update new records inserted prior to performing updates to existing records a A Default Restore File Extension e g csv xls xlsx mdb can be specified in Peoplelmport Options 4 A FinalResults file is created which contains a copy of the grid AFTER the import completes a The Final Results file will now be populated with any new ID s created for inserted records and the Status field will indicate if the update insert was successful a If the word Error appears in an ID field this indicates that that particular record was not inserted refer to the log file for details as to why the insert failed a f Status indicates that an update was unsuccessful refer to the logfile for details as to why the update failed 5 A FinalResultsDump file is created which contains all the grid data but is a raw data file vs a formatted xml file and additionally contains the Owner ID s for all the Leads Contacts and Accounts that were inserted or updated a The file type will be the same as that specified for the restore files a Since this file contains ALL the input data Match ID s and Owner ID s it can be used as input to DemandTools MassEffect to mass upload custom Tasks or any other objects
56. ing type is used to compare the first XX characters in a field When selected a pop up box will appear in order to specify the number of All Alpha characters on which to match Applicable to text fields only The First XX Words mapping type is used to compare the first XX words in a field When selected a pop up box will appear in order to specify the number of words All Alpha on which to match Applicable to text fields only The Numeric mapping type is used to compare only the numeric values in a field All other characters such as spaces or punctuation will be ignored by the deduper All i A field with a value of Apt 31 is seen by the deduper as the numeric characters 31 ignoring Apt Numeric is also commonly used with phone numbers when Numeric you J UST want to ignore punctuation and all alpha characters and just look at the full series of numbers Note When used on a text field that contains numbers leading zeros will be ignored If leading zeros should NOT be ignored then use EXACT as the mapping type and check alpha clean as an additional matching option The Relaxed Address Match mapping type parses the street address to the lowest common denominator Based on North American standards it has also All CRM proved effective with most country address formats Example 123 NW Pavillion Ave 123 Pavillion St Suite 400 123 Pavillion Avenue FI 4 123 Pavillion 123 Pavillion Rd Are all seen as 123 Pavillion Note If
57. itch to calendar mode e w hy e pi Date 2472009 ed lt November 7009 Due Date Weise gt z3 moe cape 5 25 26 27 28 29 30 31 Today m 1234567 Tomorrow Net Week O fest 8 9 10 11 12 13 14 Additional task 15 Days 15 16 17 18 19 20 21 Za 2 23W 25 26 277 28 43123 4 5 7 Set Reminder can be checked to create a pop up reminder in Salesforce Default not checked Note Emails cannot be sent for Tasks 3 Additional Task Creation optional e Can create an additional Task for all records in the input file e For users who do not utilize Campaigns this can be used to create a completed Task on all records e g Attended Trade Show e This Task will be created for ALL records in the input file 4 Task Ownership Overrides Peoplelmport 55 Step by Step Instructions Task Qwnershio Qvemdes Ownerfor ALL crated Tass E Ownerfor ALL tasks where Lead is owned by a queue or group Owner for ALL tasks where Contact Lead owner is inactive e By default all Tasks are assigned to the Lead or Contact owner e Options to assign Tasks to someone other than the Lead or Contact Owner e A drop down list of active owners is provided for owner selection e Since Tasks cannot be assigned to a group queue or an inactive owner it is recommended that at least the last 2 boxes be checked and a specific user selected to own those Tasks If left unchecked and o The owner is a group or a queue Task creation will fail o The
58. itional operators are included for specifying blank values see below for specifying blanks for text fields or empty values for picklist fields o Dates Empty Date amp Not Empty Date o Numbers Equals Null amp Not Null Step 3 Specify a Value s e Text Fields Type in the value o Multiple values for the same field can be separated by commas DO NOT PUT A SPACE AFTER THE COMMA e g State ma nh me will be translated to State ma or State nh or State me a Values entered are not case sensitive o To specify a blank value leave the value box empty e Picklists Select the value from the specified list o Multiple values can be selected and will be translated as or o Only valid picklist values are shown as defined in Salesforce o Right click the list of values to bring up additional selection options E Empty Value E Agriculture T Apparel Add Value To List Filter List E Consulting Add Value To List Allows for the addition of a value for selection purposes only a This will not add a value as an active option to the picklist in Salesforce a Filter List Allows for easy searching a long picklist based on a character string to quickly find a value s a Reset Will strip all filters and added values and reset to the values in your Salesforce instance e Dates The current date will default in the value window Click the arrow on the right to access a calendar and select a specific date Value 1
59. l use 1 API call per record being inserted and updated and also for any campaign links or tasks being created o There is a limit imposed by Salesforce on how many API calls are allowed in a 24hr period o Batch size should only be lowered if there is an APEX trigger that has not been optimized for batch processing such that Too Many SOQL Errors are generated during the import process Ideally the trigger code should be updated to avoid this error and allow a batch size of 100 10 Salesforce Timeout in Minutes e The amount of time Peoplelmport will wait for a query request to be accepted but the Salesforce API before timing out e Default setting is 2 minutes e Can be increased as high as 10 minutes Peoplelmport Options Proxy Settings amp Sandbox Settings 26 e May need to be increased for large queries that are receiving Error accessing data The operation has timed out errors as seen in the logfile 11 Show Save Load Local Scenarios e Checked enables the option to save load scenarios locally from to the user s PC e Allows easier re use of scenarios across different organizations e g o Consultants working on different Salesforce Organizations o Sharing Scenarios between production and sandbox e Allows users to backup their own scenarios locally 12 Download All User Types e Checked allows new Leads Contacts Accounts to be assigned to a Partner User by mapping over the user D o After checking the box WILL NE
60. ld o Only Campaign ID s not Campaign names can be mapped from an input source o No checking is done to ensure that the Campaign is active or that the ID is valid A Campaign Member Record will be created if the Campaign is inactive 4 Select a Campaign Member Status field o If the status is not valid for that Campaign the default campaign member status for that Campaign will be assigned instead Note Use a column header of Campaign Member Status for this field instead of just Status as the API name for the standard Lead Status field is Status If Status is used for the campaign member status column and fields are auto mapped in Stage 1 then this field will map to the Lead Status field which will result in incorrect data in this field 2 Creating Tasks Defaut Task Creation Creste autask forthe owner of the created updated Lead Contact f none was created during one of the MATCHING steps F Cre Sek Subject Callto thank for their continued business offer a thank you git for their continued support Check Create Task if a Task should be created Type a Subject for the Task Type in Comments optional Select the Case Status Default Not Started o Click the arrow on the right to show all valid case statuses Select the Case Priority Default Normal 6 Specify a Due Date Default Today o When assigning due dates use specified timetables Today Tomorrow Next Week 15 or 30 Days or pick the icon to the right to sw
61. lpful for very large queries that may timeout waiting to be started by the API e Note Settings beyond 10 minutes will have no effect unless approved by salesforce com support Regular Expression Mapping Type Added e Ability to leverage Regular Expressions to build your own matching algorithm Default New Contact Existing Account Matching Step Added e Stage 3 now automatically adds a default New Contact Existing Account Step when electing to match to Contacts in Stage e Added to ensure that users do not forget to check for an existing Account BEFORE electing to add a New Contact New Account in Final Matching o This step is optional and can be deleted if desired Ability to Assign New Records to Partner Users New in version 2 10 04 New Option added to Peoplel mport gt Options Download All User Types which enables the ability to assign new records to Salesforce Partner Users e Enabling this option will allow new Leads Contacts Accounts to be assigned to a Partner User by mapping over the user ID o After checking the box WILL NEED TO LOGOUT AND BACK IN TO PEOPLE MPORT for the option to take effect e When not enabled and attempting to assign records to a portal user users will receive an error that the input value could not be converted to an owner ID o Converting Alias or Name to ID The input value of OO5A0000001MTZ8 could not be converted to an owner ID The current Users ID was used e f Partner Portal is not en
62. me to the Peoplel mport online help system Browse through the help pages by clicking on the folders below or selecting pages in the table of contents To quickly find specific product information enter search criteria in the search box above and click the search button Ws Vv Ws Tutorial Video Release Notes Installation Best Practices Options Proxy Step by Step Settings amp Sandbox Instructions Settings I x Scenarios Peoplelmport Restore FAQ Instructions Ask Someone Get Help from CRMfusion Inc Ask Us Visit the Customer Portal If you re unable to find what PeopleImport customers enabled as Self Support Users have access to our Customer you re looking for in this help Support Portal The support portal can be used to search for a solution or to log a case system try these alternative s resources with the CRMfusion support team If you are a PeopleImport customer and wish to gain access to the Portal please email e Public Knowledgebase support crmfusion com One of our support team members will send you login e Pricing instructions If you have been activated as a DemandTools user you will not need to request another access both products are covered in one portal Contact our Suppor ae Email support crmfusion com Phone 800 961 8205 Customer Support Contact our customer support department by email at support crmfusion com or by phone at 800 961 8205 Most popular pages Peoplelmport 3
63. mport any new log and restore files will now be created and saved in the new directories o Replace lists are MOVED to the new location o More information on Log Restore and Replace list files can be found in Options Proxy Settings amp Sandbox Settings gt Peoplelmport Options gt File Paths Peoplelmport Installation 16 ie Peoplelmport Welcome to the Peoplelmport Setup Wizard The inetsiler val gude you thiough the steps t quared to matal Peoplelmport on you computer WARMING Tht computer pogam is proteched by copyright ly and intemational beasties Uneuthonzed dupheaten or dithibubon of this program orang podion of it may resit in serere cel W oeni penaiis and vedi be prosecubed io thee mimu ebeni portie wrecker thi ba Launching Peoplel mport and Logging In e When installation is complete a Peoplel mport icon will appear on the desktop e Double click the icon to launch Peoplel mport PeopleImport e The Peoplelmport username and password are the same as the username and password used for Salesforce e Users may be required to append their Salesforce security token to the end of the password typically an error message is presented stating that there is a problem with either the username password or token o Keep in mind that if the password changes for Salesforce it will also change for Peoplel mport e To avoid using the security token on every login attempt follow these steps to add your computer to the
64. mporting HELP accidentally updated a bunch of records incorrectly and need to put the old data back Is there a way to undo the import isit possible to use Peoplel mport to map custom Campaign Member fields from an import file to Salesforce see it can be used to specify the Campaign and Status isit possible to use Peoplel mport to create custom Tasks from an import file to Salesforce know can hardcode Tasks but need to be able to map over different subjects descriptions owners etc Questions and Answers We use Person Accounts can Peoplel mport be used to import Person Accounts R No Peoplel mport CANNOT be used to import Person Accounts It is only for Contacts and Leads and will always require that an Account Name be mapped The Account Name field in Person Accounts is a formula field which pulls the First and Last Name fields to create the Account Name and as such cannot be directly inserted or updated However the MassEffect module in DemandTools can be used to insert Person Accounts When importing will need to map over the Person Account Record Type ID The Discovery module in DemandTools can be used to determine if any of these records already exist in Salesforce before inserting A condition to only match to Accounts where the ispersonaccount field is TRUE or where recordtype person account will be needed when selecting which Accounts to match the input file to The Account Name field cannot b
65. n added to the matching criteria then a new Lead will only be created if neither the Contact or Account existed e When creating a new Lead a Lead Assignment Rule can be selected to assign Lead Ownership o Check Use Lead Assignment Rule and pick the assignment rule to be used a Default is NOT to use an assignment rule o If left unchecked then the Leads will be assigned to the owner specified in Stage 1 mapping f no owner field mapped in Stage 1 the Leads will be assigned to the current user that is logged into Peoplel mport e Active assignment rules are listed first in the drop down list but inactive rules can also be selected o If an inactive rule is selected Salesforce will use the inactive rule to assign the Leads e To trigger user emails for new Leads assigned using an assignment rule go to Options and check Trigger User Emails Create New Contact New Account When matching to just Contacts the default setting is to create a new Contact and new Account e f matching to Leads and Contacts Create New Lead is selected by default but can be switched to Create New Contact New Account e If Create New Contact New Account is selected a NEW ACCOUNT WILL ALSO BE CREATED to link the new Contact to o Assuming New Contact Existing Account match steps were specified then this action would only apply where neither the Contact nor Account existed New Account Settings optional This option can be used to avoid creating dupli
66. n now be specified just like looking for matching Contacts or Leads such that more rigid criteria can be specified in one step and then looser criteria in later steps These new steps are added after all Contact and Lead matching steps and act as buckets just like all other matching steps In addition when electing to create a New Contact in Final Matching Conditions New Account Settings allows for specifying matching criteria to look for duplicates AMONG the incoming data to avoid creating duplicate New Accounts NOTE New Contact Existing Account steps need to be specified to look for EXISTING Accounts to add a New Contact to and SEPARATE New Account Settings matching steps need to be specified in Final Matching Conditions to look for duplicate Account WITHIN the input file 2 Can Now Add New Contacts AND New Leads in the Same I mport Pass With the addition of New Contact Existing Account matching steps not only can multiple matching steps be specified to look for existing Accounts to add a new Contact to but if an Account is NOT found a new Lead can be added e New Contact Existing Account Steps allow for rigid matches to be performed first then looser matches multiple options for finding matching accounts e New Contacts can be created ONLY if the Account exists and Leads created if neither the Contact nor the Account exists 3 Contact Insert Will NOT Fail if Existing Account Owned by an I nactive Owner When electi
67. n pick one Campaign to apply to all records or use a Campaign ID and Status from the input file o The ability to assign the Campaign ID from the input file allows different records to get assigned different Campaigns e When creating Tasks reminders can be set for Task owner offer a thank you oft for their continued support 1 Create Global Campaign Links Campaign Member Records Note If the selected Campaign already exists on a record that was flagged as update the existing Campaign Member link will be updated to the status selected Option 1 Select a Campaign From the Drop Down List DM Campaign to Top Customers Now 12 23 2001 Intemational Bectical Engineers Association Trade Show Mar 4 5 2002 1 Check Assign object to campaign to begin 2 Pick desired Campaign from the drop down list o Only active Campaigns are listed 3 Select a Campaign Member Status to assign o A drop down list of valid statuses is provided for the Campaign selected Option 2 Select Campaign ID From the I nput File Peoplelmport Step by Step Instructions 54 Campaign to created and updated Lead andor Contacts to if they are not assigned to a campaign during the one of the MATCHING steps E Assign object to campaign E recess canain fom ot te Defaut Task Creation 1 Check Assign object to campaign to begin 2 Check Access Campaign ID from input data to display the fields from the input file 3 Select the Campaign ID fie
68. nd an initial authentication is done to the Peoplel mport authentication servers peopleimport com via SSL on port 443 If you are bypassing salesforce com on your proxy you will have to bypass peopleimport com also in order to authenticate Ensure that communication can be sent to and accepted from our servers e Proxy Settings Proxy settings can be accessed by selecting the Proxy Settings button on the login screen These settings are global and Peoplelmport Options Proxy Settings amp Sandbox Settings 30 will work for your communications to Salesforce and to the CRMfusion authentication servers See also Peoplel mport Options Sandbox Settings Peoplelmport 31 Options Proxy Settings amp Sandbox Settings Sandbox Settings Custom Endpoint Only add in a value in the box below if you have a test development instance of salesforce that is located on a separate server Use Custom Endpoint Password Adding a Custom Endpoint To use Peoplel mport with a test instance of Salesforce a custom endpoint must be specified and the Use Custom Endpoint box must be checked To add a custom endpoint click on Proxy Settings in the upper right hand corner of the Peoplel mport login window The custom endpoint is the Salesforce API URL https address for the sandbox See below for full instructions on how to access this e Login to the test instance of Salesforce e Click on o Setup o Develop o API e Gener
69. ned for and is recommended to be operated on Intel based hardware running Microsoft Windows XP Windows Vista or Windows 7 Peoplelmport will work with both 32 and 64 bit Windows but will not be able to utilize more than 2 Gig of RAM Note Peoplel mport can be run on a MAC but only within a Windows environment e g running Parallels Bootcamp or equivalent e Windows XP Windows Vista or Windows 7 e Microsoft NET Framework Version 3 5 Redistributable Package x86 e 500 MHz processor Recommended 1 GHz or faster e Minimum of 1 gigabyte RAM recommended o Extremely large list customers or those comparing against giant Salesforce databases may consider upgrading to the maximum amount of RAM their operating system supports o Peoplelmport is a 32 bit net application and although it will work on a 64 bit system it will only be able to utilize up to 2 gig of RAM a When running on a 64 bit system it is still recommended to install more than 2 gig so that there is always 2 gig available for Peoplel mport e 1024 x 768 screen resolution this is screen size dependent e 200 MB hard drive space Note Users DO NOT have to have Modify All Data check on their Salesforce profile to use Peoplel mport however comparisons will only be done against Leads Contacts and Accounts that the user has the rights to see according to their security profile Although not required to login to Peoplel mport it is highly recommended that Manage Users
70. ng to have a new Contact owned by the Account Owner in a New Contact Existing Account matching step if the existing Account is owned by an inactive owner the new Contact will still be inserted but will be owned by the current user 4 Clone Step Button Added for Easier Replication Modification of Existing Steps An existing matching step can now be cloned so if the majority of the matching will be the same in a subsequent step this features saves the user from having to re create duplicate mappings More information on Matching Steps can be found in Step by Step Instructions gt Stage 3 Matching Three New Mapping Types Added e Acronym When matching Company Account Names can now look for acronym matches o International Business Machines gt B M e Acronym Cleaned Name Acronym match applied AFTER performing a Cleaned Account Name o The Hewlett Packard Co gt H P e First XX Words Just match the first word of a Company Account Name o First 1 Words Huffy Bicycle gt Huffy More information on Mapping Types can be found in Step by Step Instructions gt Stage 3 Matching gt Mapping Types Auto Check Now Performed to Check for Bad Data in I nput File Before Processing In addition to the Check option provided in Stage 1 Mapping and auto check is now performed when Process Checked Objects is selected in Stage 5 Final Results e Alerts user of potential bad data that would either cause a specific record to b
71. nificantly speeds up download times and allows more records to be processed in one pass e Can expect up to 50 faster processing speeds New General Settings Available in the Peoplel mport Options Menu e Separate default mapping options are available for Leads vs Contacts Accounts Note For customers that upgraded from 1 X to 2 X where Merge had previously been selected as a default mapping setting the default has now been changed to Update e Option to Prepend vs Append text area fields when merging new data with existing data e Update Insert Batch Size can now be adjusted to better handle Apex Triggers that have not been optimized to handle batches of 100 e A Default Restore File Extension can be specified o csv xls xlsx or mdb More information on General Settings can be found in Options Proxy Settings amp Sandbox Settings gt Peoplelmport Options gt General Settings New File Paths Tab Available in Peoplel mport Options Menu e Log Restore and Replace Lists files locations can now be customized as needed o A Peoplel mportData folder is now created either in the MyDocuments Windows XP or Owner Windows Vista directory when Peoplel mport is installed o Allows for better support for Windows Vista users where file cannot be written to the C Program Files directory o Files can now be redirected to a shared drive such that multiple Peoplel mport users at the same organization can all have access to log restore and
72. ns in Stage 3 and instead use Stage 4 to do a Global Assignment Similarly if all the records in the input file should get the same Task then skip the option to create the Tasks in Stage 3 and create them in Stage 4 for ALL the records 2 Campaign Status If mapping from an input file e Use a column header of Campaign Member Status for this field instead of just Status as the API name for the standard Lead Status field is Status If Status is used for the campaign member status column and fields are auto mapped in Stage 1 then this field will map to the Lead Status field which will result in incorrect data in this field e Double check the spelling on any campaign member statuses If the status is not valid for that Campaign the default campaign member status for that Campaign will be assigned instead Note Custom Campaign Member fields and or Task fields CANNOT be mapped from the input file A new FinalResultsDump file can be used to create Campaign Members using custom fields or custom Tasks using DemandTools gt MassEffect AFTER the Peoplel mport Peoplelmport 21 Best Practices import is complete More information on Creating Campaign Links and Tasks can be found in Step by Step Instructions gt Stage 3 Matching gt Campaigns and Tasks and Step by Step Instructions gt Stage 4 Global Campaigns and Tasks Final Thoughts Before processing review the results carefully to ensure accurate matching Unch
73. only such that it will apply just to new records o A global task to Offer a thank you gift could then be specified in Stage 4 which will be applied to ALL records that were not assigned a Task in one of the Matching Steps e g the existing records e If all records in the input file should be assigned to the same Campaign or get the same Task then leave unchecked and assign globally in Stage 4 More information on Creating Campaign Links and Tasks can be found in Step by Step Instructions gt Stage 4 Global Campaigns and Tasks Creating Campaign Links Campaign Member Records l H Assign object to campaign Prospect Master List LI Access Campaign ID from input data 1 Pick a Campaign e Check if a specific Campaign should be assigned to this group of matched records e Pick desired Campaign from the drop down list o Only active Campaigns are listed o Or Access Campaign ID from input file a Only Campaign ID s not Campaign names can be mapped from an input source 2 Select Member Status e Select a Campaign Member Status to assign o A drop down list of valid statuses is provided for Campaign selected from the drop down list o If Campaign ID is specified from input file a Status must also be selected from the input file a If the Status is not valid for that Campaign the default campaign member status will be assigned instead Note Use a column header of Campaign Member Status for this field instead of just St
74. optional e By default Steps are numbered and Named for the object being compared to but the name can be customized Relaxed NA Phone Match 1 Highlight the step to be renamed and click 2 Enter the new name in the pop up box o It is recommended that the Object Name be included in the Step Name for clarity 3 Click OK to save o New name will now display on the left and in the actual step Step 4 Add Additional Matching Steps optional e Select the appropriate button at the top to add an additional step by object 1 Adding Lead or Contact Match Steps Peoplelmport 43 Step by Step Instructions Lead Match e New Steps are always added after all existing Lead and Contact steps but can be moved up or down in sequence 2 Adding New Contact Existing Account Steps New Contact in existing Account e Steps will always be added AFTER Lead and Contact match steps as the purpose of this step is to add a NEW Contact to an EXISTING Account o Steps can be moved up or down in sequence within existing Account Matching Steps only e Fields available for matching will be any fields mapped to Account fields in Stage 1 e An option to Match Account Ownership is available located just below Add Match Condition o If the Owner of the matching Account is inactive then the Contact will be owned by the current user as a new Contact cannot be inserted with an inactive owner Step 5 Manipulating Steps e Steps are ev
75. or the other can be run on either org e Saved Scenarios will include mapping along with all the other settings in subsequent stages Saving a Scenario at the bottom of the screen Once Stages 1 through 3 are complete a scenario can be saved by selecting Seve Scenaro as Weekly Training Webinar 1 Save Scenario as Specify a unique scenario name 2 Category Specify a Category to organize scenarios by similar to a folder o Scenarios can be grouped by Category or any other column 3 Click Save o Will be prompted to replace if a scenario with the same name exists e Scenarios are saved on a central server by Salesforce Organization ID NOT on the local PC e All the information from each stage is saved in the scenario including mapping e f a saved mapping was loaded before the scenarios was loaded or fields were manually mapped and then a scenario was loaded this mapping will take precedence over the mapping saved in the scenario o A pop up warning will be displayed if field mapping is different in the loaded mapping from what was in the saved scenario NOTE If a mapping error occurs be sure to double check the matching fields in Stage 3 in case this field was listed as a field to match on as it will have been removed from the matching step also Loading a Saved Scenario at the bottom of the screen to load a presaved scenario AFTER selecting an incoming data source SALES WEBINARS L 2009 12 07 09 36
76. ource C Users Owner Peoplelmport Training Boston Trade Show sdex Select Work Sheet Table Boston Trade Shw a Lead Boston Trade Show i Alm Report Status Update c E R iame H H AnnualRevenue Y treetAddress G Contact FA aasa e H Accountid p Aceount Marne StreetAddress address 2 Full Address L ity L State Zip Code L Country First Nare i LastName L Email Address EEA City p l ig Company 3 City wt insert Do Not Update Update Update Only it Blank Showin grid address 2 Full Address tate ap Code Country First Name Last Name Emal Address HJ Assi stantame E Assi stantPhone H bad_email_address_c ER Birthdate H Contar datae H Created yid Ef CrestedDare HJ Currencylsotode E Deparment 3 H Account Name Phone Number ig Der cription Title B Gesciption bs Phone Number b Tithe Lead Source t Product nterest L Contact Owrier L Description Insert Do NotUpdate Update Update Only if Blank Showin grid GET ETT Ts Les Source F Inger gt Product interest Do Mot Update Dontact Owner Le Update Desi ption d LEO Update Only if Blank H ConvertedAccountid io Merge HEH ConvertedContactid H E ConvernedDrate HEH ConvertedOpportunitdd t 4 Showin grid C_Product_1_ oc E i Product 3 c C t 7 ae Ej Di_Product_3__c ee Dorey E Di Product New Multi _c 1 4 Insert E D tes fiede Do
77. ove the auto login http www crmfusion com datafiles Pl AutoLogin zip 4 Expand Mapping Options e When checked detailed mapping options will show under the field that has been mapped Insert Do Not Update Update Update Only if Blank showin grid 5 Use Salesforce to View Objects e Checked opens a record directly in a Salesforce window when selecting a record link in the final results grid uchecked provides a quick view of the record 6 Trigger User Emails via assignment rules e Checked triggers user emails to be sent based on a Salesforce Lead assignment rule used for new Leads in Stage3 e The assignment rule in Salesforce must be set up to send user emails and emails will ONLY be triggered if this option is checked e Checking this option will NOT trigger emails for tasks e There is no option for triggering emails for tasks but reminders can be set when creating the task 7 Prepend Long Text Merges e Checked prepends vs appends new data when selecting merge for text area or long area text fields in mapping 8 Show Help I cons e Checked displays the help icons on all the screens Unchecked hides the icons from view 9 Update Insert Batch Size e TO speed processing and optimize Salesforce API calls Peoplel mport sends data through the Salesforce API in batches of 100 by default e The batch size can be increased as high as 200 and can be set as low as 1 e Lowering the batch size to 1 wil
78. owner is inactive the Task will not fail but instead will be inserted with the current user as the owner 1 Check this box if all Tasks should be owned by a specific user 2 Check these boxes to assign Tasks to a user for Leads owned by a group or a queue and updated Leads Contacts owned by an inactive owner See also Stage 1 Mapping Stage 2 Compare Stage 3 Matching Stage 5 Results and Processing Peoplelmport Step by Step Instructions 56 Stage 5 is where the search for duplicates is intitiated The results can then be reviewed and verified and ultimately committed to Salesforce Capabilities amp Features e Ability to group the results for easier review e Individual records can be checked or unchecked for processing o If results are grouped entire groups can be checked or unchecked for processing e Counts provided as to how many records of each type will be updated vs inserted e Links to matched records are provided to review the matched record directly in Salesforce e An option to show specific fields from the matched records in Salesforce is provided o Will display all data from the matching Salesforce record for fields checked as Show in Grid in Stage 1 Mapping o Matched fields will be highlighted for easier review e An option to Export Grid Data is provided to export the results to a spreadsheet e Restore Files are created after processing for all updated records which can be used to undo an import if nee
79. pdated in both operations This will ensure that the original data in the Account prior to ANY changes is the LAST data restored Records that were updated have now been restored Step 2 Deleting New Records optional If new Leads Contacts and or Accounts were inserted these can also be deleted if desired Additionally Campaign Member links and Tasks that were added can also be deleted Assuming these are the only records added by you on that particular day the easiest way to do this is to use MassEffect s export option to find these records and then use MassEffect to mass delete them 1 Right click on the table s you inserted records for and export all the records where the created alias youralias and the created date the date of the import if it was today or yesterday use the keyword TODAY or YESTERDAY in the operator section of conditions if a specific date is needed use 2 conditions gt the day before and lt the day after to isolate that specific day as the created date is time sensitive 2 Select in Fields to Download any fields needed to confirm that these are in fact the records to be deleted e g Created Date Name etc It is not necessary to specify the id of the record as this will automatically be included in the output file 3 Read this file back into MassEffect and select Delete as the operation Map the id from the spreadsheet back to the id in Peoplelmport Peoplelmport Restore Instruction
80. plicates even when there are differences in their word order For example Jones Smith Cleaned Account and Jackson will appear to be a duplicate of Jackson Smith and J ones Name Exact FirstName Street Alpha The alpha cleaner extends some of the capabilities of the account name cleaner to other fields for easier matching The alpha cleaner is used for ascii Cleaned Account Clean North American data to ensure that the only characters that are analyzed are the 26 characters of the English alphabet and the numbers 0 9 Any Name other character that the field may contain will be ignored by the deduplication matching algorithms Exact FirstName Numeric Street Peoplelmport Step by Step Instructions 52 Zip 5 and 9 See also Setup Matching Criteria Final Matching Conditions Campaigns and Tasks Peoplelmport 53 Step by Step Instructions Home gt Step by Step Instructions gt Stage 4 Global Campaigns and Tasks optional Stage 4 Global Campaigns and Tasks optional Stage 4 is where Campaign links and Tasks can be created globally for all records in the input file or any records that were NOT linked to Campaign or assigned a Task in any of the matching steps in Stage 3 This step is optional and can be skipped if no Campaigns or Tasks need to be assigned in the import Capabilities amp Features e Ability to create Campaign Links and up to two Tasks for each record in the input file e When assigning Campaigns ca
81. r API therefore it is also best to have the Peoplelmport Options Proxy Settings amp Sandbox Settings 32 API in the custom endpoint match the API that the current Peoplel mport is built on Linking Production and Sandbox I nstances Sandbox org ID s can be linked to Production such that scenarios created on one or the other can be run on either org e To link 2 Salesforce org s together a request must be made via CRMfusion technical support by emailing support crmfusion com e Keep in mind that whenever an existing sandbox is refreshed the old Salesforce org ID is deleted and a new org is created so a request to relink the new sandbox will required More information on scenarios can be found in Scenarios See also Peoplel mport Options Proxy Settings Peoplelmport 33 Step by Step Instructions Step by Step Instructions What is Peoplel mport Peoplel mport is a stand alone Windows based program that is designed to allow the end user to develop customized import scenarios These scenarios include customized passes to ensure duplicates are not created but rather that existing Leads Accounts or Contacts are updated The application steps the user through various stages to take a spreadsheet of People map the input data to the fields in Salesforce for Leads Contacts and Accounts compare to existing data based on customized matching techniques and ultimately import the list updating existing records and only importing new
82. records In addition Campaign links and Tasks can be attached to any of the records as part of the import process Note Although Accounts can be inserted or updated during the import process they cannot be manipulated independently Contact data must be present in your input spreadsheet as Accounts are only affected based on the Contacts they are associated with Articles in this section vt FT A Stage 1 Mapping Stage 2 Compare Stage 3 Matching Stage 4 Global Stage 5 Results and Campaigns and Tasks Processing optional See also Welcome Tutorial Video Release Notes Installation Best Practices Options Proxy Settings amp Sandbox Settings Scenarios Peoplel mport Restore Instructions FAQ Peoplelmport Step by Step Instructions 34 Stage 1 Mapping Stage 1 is where the input file is selected and fields from the data source are mapped to the appropriate fields in Salesforce Options are provided as to which fields should be inserted on new records and updated on existing records Capabilities amp Features e Support for various input data sources o xls amp xlsx excel 2007 o CSV o mdb amp accdb access 2007 e Ability to compare input source to just Leads just Contacts or Leads and Contacts e Field level mapping customization e Field auto map capability e Ability to scan input data for possible data integrity errors and fix errors when possible prior to processing Select Incoming Data S
83. s 64 the table for which you wish to delete records and select process Note If New Contacts New Accounts were processed in addition to New Contact Existing Account you should delete any new Accounts first then export any remaining new Contacts and delete those Repeat for CampaignMembers and Tasks if added additional conditions can be added to the export criteria to export only the CampaignMembers for a particular campaign or Task subject if you added additional CampaignMembers Tasks in Salesforce on that same day other than just those for this particular Peoplel mport You are now back to square one Before re running the import refine the matching criteria and TEST TEST TEST before importing large volumes of records Remember Peoplel mport can be pointed to a Salesforce sandbox for testing More information on pointing Peoplel mport to the sandbox can be found in Options Proxy Settings amp Sandbox Settings gt Sandbox Settings NOTE If you do not have access to DemandTools to perform the restore please contact us directly and we can walk you through how to restore directly in Peoplel mport You can only fix records that were updated incorrectly in Peoplel mport and CANNOT replace blanks You will need to MassDelete records directly in Salesforce to back out any inserts See also Welcome Tutorial Video Release Notes Installation Best Practices Options Proxy Settings amp Sandbox Settings Step by S
84. se files contain the Salesforce ID s of any records that were updated as well as a before image of all the fields that were mapped in Stage 1 prior to the update A FinalResults file is also generated which will contain a summary of the results from Peoplel mport and will contain any new ID s for Leads Contact Accounts that were inserted This can be used to MassDelete any new records that were created Once these files have been located make sure to use the ones that are date stamped for the Peoplel mport import that needs to be undone Use the following process in DemandTools MassEffect to undo the import Step 1 Undoing the Updates 1 For each of the Restore files Lead Contact Account read the file into MassEffect update and select your worksheet Right click on the table being restored and select Auto Map This will auto map all the fields from the spreadsheet back to the appropriate fields in Salesforce 2 Select Process Blank on the right in the MassEffect Options This will ensure that any fields that were blank before the import e g email phone will be set back to blank If this is not checked the blanks will be ignored 3 Select Process Repeat for each object and twice for Accounts if you have 2 restore files NOTE Since new records are created BEFORE existing records are updated the AccountRestore file should be processed restored BEFORE restoring the AccountUpdateRestore file in case the same Account was u
85. sforce No Add Constant option is provided in Peoplel mport to hardcode the data With the addition of Show in Grid in Stage 1 Mapping any fields where the existing Salesforce data should be displayed in the Final Results Grid a column must be mapped to the Salesforce field If the field should not be inserted or updated just displayed simply leave the cells in the column blank uncheck the box for Insert and select the option for Do Not Update for that particular field s Mapping Fields in Stage 1 e Prior to mapping any data check the default mapping options in Peoplel mport Options The tool ships with Update as the default setting but you may want to change this to Update Only if Blank or Do Not Update if this is typically how you want to handle updating existing records e To Save time use the auto map option when mapping the input data to map as many input fields as possible then manually map any fields that could not be auto mapped e Always REVIEW thoroughly any auto mapped fields to ensure they were mapped to the appropriate field in Salesforce and remember that one input column can be mapped to multiple fields in the same Salesforce table o When electing to compare input data to Contacts auto mapped fields will map to BOTH Contact AND Account fields e Carefully check the update option selected for all fields and ensure that no adjustments need to be made o Owner fields and Company Account Name field mapping should
86. sforce API traffic could result in not all records being downloaded for comparison The download status would indicate the correct number of records were returned from the Salesforce API but not all records were actually received by Peoplelmport This resulted in some matches NOT being detected when in fact there was a matching record As a result duplicates can be created but NO RECORDS WILL BE UPDATED INCORRECTLY NOTE This situation is very rare and sporadic in nature and only occurred when there was a large number of matching steps combined with heavy API traffic In most cases the correct insert update counts are returned Changes made in this release ensure that all records are received otherwise the entire download will fail This new version of Peoplel mport can be installed over the existing production release do not need to uninstall the old version prior to upgrading As a precaution please backup your Peoplel mportData directory prior to upgrading Version 2 10 10 is built on API 24 0 Spring 12 If a custom endpoint was specified in the previous version e g to access a Sandbox after upgrading the API version in the endpoint should be updated to 24 0 Using an earlier endpoint may work but a warning will be generated when attempting to save the proxy settings Ideally the endpoint should be updated to ensure full compatibility New Features in Peoplel mport 2 1 e Ability to Display Save a Text Description of a Scenario e
87. sible in the lower left hand corner of Peoplel mport o Separate default mapping preferences for Leads vs Contact Accounts o Option to prepend vs append text area fields when electing to Merge the new data with the existing data e When a field is mapped a box is displayed with various matching options on a field by field basis Insert Do Mot Update Update Update Onlyif Blank Merge showin grid e Show in Grid Checked displays the current Salesforce data for that field in the Final Results Grid e Insert Checked ensures that the data from the incoming spreadsheet will be inserted into the field in which it is mapped during a new record creation e Update Options o Do Not Update Do not update Salesforce data with data from the incoming spreadsheet when a match is found o Update Always update the Salesforce data with data from the incoming spreadsheet when a match is found Peoplelmport Step by Step Instructions 36 o Update Only if Blank Only update Salesforce data with the data from the incoming spreadsheet if the field in Salesforce is blank o Merge This option only appears on applicable field types long area text fields multi select pick list fields and boolean true false checkbox fields This will merge the value in the incoming spreadsheet with the existing value in Salesforce Note Merge CANNOT be set as an overall mapping default in Peoplel mport Options and must be specified on a field by field basis Best Pra
88. t st etc and match all standard abbreviations in the street address to their long forms e g South gt S Floor gt Fl etc In order for an address to match though all the components of the address need to be in both records e g if one has North the other needs at least N if one has a Suite 100 the other needs at least Ste 100 New in version 2 10 10 The State Match mapping type matches US State and Canadian province abbreviations to their long names All Geo MA gt Massachusetts CA gt California ON gt Ontario The Zip 5 and 9 mapping type will automatically match USPS 5 and 9 digit zip codes without the need to standardize them to a common number of digits All CRM Additional Mapping Options Option Description Applicable Mapping Types Fuzzy Phonetics engine capable of analyzing words for how they sound when pronounced Through a technique of removing vowels and analyzing the remaining consonants the fuzzy engine works well for matching fields with spelling mistakes Cleaned Account Note Fuzzy will IGNORE numbers when matching as numbers do not have a phonetic equivalent Name therefore Girl Scout Troop 100 and Girl Scout Troop 780 will be considered a match if fuzzy was checked Exact DO NOT USE for matching phone numbers or other fields that contain numeric characters that you do not FirstName wish to ignore e g street addresses Transpose The transpositional engine allows for fields to appear as du
89. tching steps were added in the Final Match Conditions when New Contact match existing create if no match found was selected These steps have now been moved to the general matching steps section with the addition of New Contact Existing Account match steps New Contact in existing Account When loading a scenario previously created with an earlier version of Peoplelmport any Account Matching steps that were provided in Final Matching have now been translated to a single New Contact Existing Account step However additional looser matches for Accounts can now be added Also when neither a matching Contact or matching Account is found and New Contact is selected in Final Matching Conditions there is now an option to Limit New Account Duplicates Account matching steps provided here will avoid creating duplicate NEW Accounts e g one new Account with multiple new Contacts attached to it by matching the specified data in the input source The previous version of Peoplel mport used the Account Matching steps in Final Matching Conditions to limit the new Accounts THESE ARE NOT CARRIED OVER to the new version for New Accounts so the scenario must be updated to include New Account Settings to avoid creating new Account duplicates More information on these changes can be found below New Feature List e Support for 64 bit Operating Systems e Support for Excel 2007 xlsx Access 2007 accdb and ODBC Input Data e Faster
90. tep Instructions Scenarios FAQ Peoplelmport 65 FAQ Articles in this section General FAQ See also Welcome Tutorial Video Release Notes Installation Best Practices Options Proxy Settings amp Sandbox Settings Step by Step Instructions Scenarios Peoplel mport Restore Instructions Peoplelmport FAQ 66 General FAQ Index of Questions We use Person Accounts can Peoplel mport be used to import Person Accounts Can use a Salesforce Lead Assignment Rule to determine who should own newly inserted Leads My Salesforce Lead Assignment rule is set up to send an email to the new owner but for some reasion this is not happening what am doing wrong have some notes description data in my input file which want to merge with the existing notes description data in Salesforce but since the data in my input file is more recent would like to show this first in the Salesforce record can that be done How do separate multiple values for a multi select picklist field in my input file so more than one value will be inserted tried a comma but that does not seem to work have the Owner full name in my input file not the Owner ID can use that instead And if so what field do map it to as do not see an Owner Name field My Contact and Lead first and last names are in one column in my input file e g Mary Thomspon Do need to break this into two separate columns before i
91. tes vs inserts e Two Match Steps and Final Matching Conditions are always created e One matching step per object Leads and or Contacts is required e Additional Matching Steps can be added by selecting the appropriate button at the top of the screen e Existing Steps can be cloned for ease in making minor mapping changes e g clone an existing step for first name last name and email and delete the match for first name so the resulting step matches on just last name and email o To Clone a step highlight the step and select on the right e If only one step is desired the second step will need to be deleted o TO delete a step highlight the step and select on the right e Steps are evaluated in order more RIGID matches should be performed first e The order of Match Steps can be changed by selecting the buttons on the right o May want to move Contact Step s before Lead steps in case the same person is duplicated in Salesforce as the first one it finds is the only one that will be updated e Final Matching Conditions applies to all records that DID NOT match in one of the Matching Steps these are the NEW records that will be inserted More information on Final Matching Conditions can be found in Step by Step Instructions gt Stage 3 Matching gt Final Matching Conditions Step 2 Select Field Matching Criteria Peoplelmport Step by Step Instructions 42 rst Name gt FirstName Last Name gt Lasthame Lead Se
92. tly and need to put the old data back Is there a way to undo the import A Yes Restore Files are created after an import completes which contain a before image of all the records that were updated These can be used to back our any changes made and restore the records back to their state prior to the import More information on how to undo an import can be found in Peoplelmport Restore Instructions Isit possible to use Peoplel mport to map custom Campaign Member fields from an import file to Salesforce see it can be used to specify the Campaign and Status A No Only the Campaign ID and Status can be mapped over from the input file in Peoplelmport However when Peoplelmport completes a FinalResultsDump file is created which contains ALL the input data even fields that were NOT mapped and also has the Salesforce ID s for all the Leads and Contacts affected during the import inserted or updated This file can be used as input to DemandTools MassEffect to insert directly into the Campaign Member Table in Salesforce If custom Campaign Member records need to be created then Campaign Links SHOULD NOT be created at all in Peoplel mport and instead use this FinalResultsDump file as input to DemandTools MassEffect this file can be found in the My Documents Peoplel mportData Restore directory on your PC 1 Sort the FinalResultsDump file by CRMfusionField_ Object field then break the Leads into one file and Contacts into anoth
93. urce gt Lead Source 1 Add Match Condition Select to add a new matching condition 2 Field to Match Select field to match from drop down list of fields mapped in Stage 1 o When picking fields for New Contact Existing Account Match steps only fields mapped to Account fields will be available Match Category Typically left as All to display all the Mapping Types available in step 4 Mapping Type Various techniques are available to find non exact but similar matches Fuzzy Transpose amp Alpha Clean Optional to further loosen match o Match Blank Check this box to match blank values from the spreadsheet to blank values in Salesforce will match where both are populated and the same or both blank More information on Mapping Types Options can be found in Step by Step Instructions gt Stage 3 Matching gt Mapping Types e Repeat steps 1 5 until all matching criteria has been entered for this particular Step e ONLY records where the mapped fields are populated will be used for comparison except if match blank is selected for a particular field e To match a blank to a non blank remove the field from mapping altogether will also find matches where the field is different e TO remove one matching item click the box on the left to highlight and select delete on your keyboard e All fields listed in a step must match for the record to be considered a match for that Step o Conditions are AND d not OR d Step 3 Rename Steps
94. was not provided and the existing email on the cloned record was not deleted 2 Advanced Mapping Techniques to Find Additional Duplicates Peoplel mport to help identify similar Account Company name nicknames for first names similar addresses similar phone numbers perform phonetic matches etc Looser techniques are best used when more than one field is being matched on Here are some tips when matching e First Name matches o Use the FirstName mapping type to match nicknames e g Mike to Michael o The middle initial dilemma Try matching on just the first letter or first word mapping type First XX Letters or First XX Words and Last Name e Last Name matches o Add Alpha Clean to match Smith ones gt Smith J ones o Add Fuzzy to catch spelling errors e Company Account Name Matches o Use the Cleaned Account Name mapping type to find similar names a Can match abbreviations to long forms e g Saint gt St Can ignore common suffixes and prefixes e g match The Hewlett Packard Company gt Hewlett Packard Inc o REVI EW UPDATE the Account Cleaning List to include abbreviations suffixes prefixes specific to YOUR industry Also a DemandTools user Manage ONLY ONE replace list by updating the Replace List Directory File Path in Peoplel mport Options to point to the DemandToolsData ReplaceList directory o Add Transpose to catch where the order of the words in the nam
95. whole e File Paths Full pathnames indicating where Log Files Restore Files and Replace Lists are stored Articles in this section I x General Settings File Paths See also Proxy Settings Sandbox Settings Peoplelmport Options Proxy Settings amp Sandbox Settings 24 General Settings Trigger User Emails fia a Prepend Long Text Merges 7 Show Help icons 8 Se Do Net Update 2 Al User Types y Update Only Blank Merge fields must be set at mapping 1 amp 2 Contact Lead Mapping Defaults Default mappings to be used when data is mapped in Stagel from the input file to the fields in Salesforce Once fields are mapped individual settings can be updated on a field by field basis There are separate defaults for Leads vs Contacts Accounts Best Practice The Update option is checked as the default for both Leads and Contacts when the application is first installed Many users prefer to update this to Update Only if Blank and then when mapping fields in Stage1 manually change this is Update only for those fields where the incoming data should overwrite existing data This is especially important for Company and or Account Name fields and Owner fields e Show in Grid Default checked Checked displays the current Salesforce data for that field in the Final Results Grid e Insert Default checked Checked ensures that the data from the incoming spreadsheet will be inserted into the field in
96. world It will recognize the long name of a country the 2 All Geo digit ISO short form the 3 digit ISO short form and the numeric ISO country value as possible matches of each other The Domain mapping type is used when mapping web pages and or email addresses It allows for the independent analysis of the domain information contained All within the URL or the email address For email addresses it uses any information to the right of the sign For web pages it parses the XXXXX com portion This Internet mapping types allows for easy comparison of web page field vs web page field or email field vs email field It also allows for the comparison of email addresses to web pages and vice versa See also Relaxed Domain for a looser domain match matches the word before the period The Exact mapping type is a 100 match of every character assuming no additional mapping options apply see Fuzzy Transpose amp Alpha Clean at the end of this All Alpha document Numeric All in the upper right hand corner of Stage Contact The First Name mapping type uses the built in Nickname List To access the Nickname list select 3 Matching Onginal Value Ab Abbie Ace The Nickname list will see Bill William and Billy as potential duplicates matches of each other This list is also customizable by the end user for localization or for non contact substitution on any field by replacing the nickname list with synonyms The First XX Letters mapp
97. y Settings amp Sandbox Settings Step by Step Instructions Peoplel mport Restore Instructions FAQ Peoplelmport 63 Peoplelmport Restore Instructions Peoplel mport Restore Instructions Overview If records were imported updated incorrectly the original Salesforce data can be restored to the state prior to the import Common reasons for a bad update include matching on just First Name and Last Name e g J ohn Smith is in Salesforce at different companies Peoplel mport will update the first record it matches to based on your criteria matching on just email or just Account Name when looking for a matching Account when inserting new Contacts The easiest way to do this is using DemandTools and MassEffect using the Restore files that are generated when the import completes These files are referenced in the completion dialog box and are stored by default in the C My Documents Peoplel mportData Restore directory The exact location for these files on your PC can be found in the File Paths tab in Peoplel mport Options Restore files are generated for each object that was updated e g one file for Lead updates and a separate file for Contact updates For Accounts there can be up to 2 files one AccountRestore will contain restore info for all the Accounts that were updated in conjunction with a Contact Update and another AccountUpdateRestore for all Accounts updated in conjunction with a New Contact Existing Account The

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