Import Rx: Import, Update, Transform, and Deduplicate Data

Additional Details

Colleges and universities regularly create or update large volumes of data in their CRM system when using Salesforce for higher education. For example, admissions departments often import data from various sources, such as: Encoura, College Board Search, Niche, ACT, SAT, GMAT, CommonApp, TOEFL, etc. When migrating this type of data into Salesforce: How many hours does your team spend inserting or updating Contacts or Person Account records, and all related records? How many hours does your team spend transforming data before importing into Salesforce? How many hours does your team spend deduplicating and resolving imported records? Is your team forced to repeat the same laborious process every time you import data into Salesforce? Advantages of Import Rx: Configure Multiple, Reusable Data Mapping, Transformation, and Deduplication Rules Control Insert and Update Rules on the Field Level Control Transformations Rules on the Field Level Control Deduplication Rules at the Object Level Technical Details: Stage data from flat and complex files. Import Rx supports creation of records on these target objects: Contacts or Person Accounts & All Related Objects (standard and custom)