AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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

Accelerate processes and improve data collection.

Overview

Import Rx can import large volumes of related records into Salesforce from flat and complex sources, including test scores and third-party apps. Administrators can define creation, transformation, and deduplication rules to ensure accuracy and efficiency.

1 of 6

See How Import Rx: Import, Update, Transform, and Deduplicate Data Works

  • Powerful tool that is easily administered by any trained Salesforce user. Configurable features that empower operational teams to take control over their ever-changing data import requirements.

  • Save and Reuse Mappings, Transformations, and Deduplication rules for your common sources of data (e.g. Encoura, College Board Search, Niche, ACT, SAT, GMAT, CommonApp, TOEFL, etc.)

  • Compatible with Sales Cloud, Service Cloud, Education Cloud, Non Profit Cloud, Government Cloud, and any custom object model where Contacts or Person Accounts are leveraged.

  • Create and/or update Contacts or Person Accounts, and all related records, with one seamless import process.

  • Insert and/or update data across any related objects to Contacts or Person Accounts.

  • Transform the format of any field of data upon record creation of Contacts or Person Accounts, and all related records. Control transformation rules for each data source on the field level.

  • Catch and resolve duplicate records of Contacts or Person Accounts, and all related records, with configurable rules for each individual object.

  • Create & manage Import Schedules on an hourly, daily, weekly, or monthly basis.

  • Excellent supplement for the Salesforce Data Loader and similar data loader tools.

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)

Categories

Business Needs
Data Migration
Data Management
Admin & Developer Tools
Industries
Education
Government
Nonprofit
Personas
Administrator
Consultant
Data Professional
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Lightning Ready
Editable Code
Person Accounts
Lightning App Builder

More from Enrollment Rx, LLC

  • Enrollment Rx Core - Higher Education CRM - Admissions, Enrollment, Applications
    by Enrollment Rx, LLC
    Enrollment Rx Core turns Salesforce into a robust higher education CRM for admissions, applicant tracking, enrollment workflows, and recruitment marketing. Streamline outreach, automate applicant review, and improve enrollment yield--with clicks, not code
    Customer ServiceProcess Management

  • FormBuilder Rx | Build, Secure, & Publish Forms and Storefronts on Salesforce
    by Enrollment Rx, LLC
    FormBuilder Rx empowers you to create dynamic web forms, constituent portals, and storefront shopping carts on Salesforce with a simple drag-and-drop interface. FormGuard protects against fraud while FormAnalyzer optimizes performance, all without code.
    EcommerceMarketplace

  • Empowering Education with Tailored Solutions and High-Touch Support
    by Enrollment Rx, LLC
    Founded with a mission to transform education, specializing in providing Salesforce solutions and hands-on implementation services. Whether it’s guiding organizations through new implementations or recovering from failed ones, we ensure success.