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Clarity Data Transform
Transforming your data in Salesforce
- Business Need
- ProductivityAdmin & Developer ToolsData Management
- Requires
- None
- Compatible With
- Sales CloudMarketing Cloud EngagementNonprofit Solutions
Clarity Data Transform is a user-friendly tool that helps you take data from files or other external sources and update or create records in Salesforce. It's often used for imports of data on a regular basis. It helps save time and simplify processes.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudMarketing Cloud EngagementNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Clarity Data Transform/Release 1.1058.0
- Listed On
- 10/19/2017
- Latest Release
- 02/11/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesManaged PackageLightning App Builder
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 12Custom Tabs: 5Custom Apps: 1
- Lightning Components
- Global: 2App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
Clarity Data Transform is a user-friendly tool that helps you take data from files and other external sources and find/create/update records of various objects in Salesforce. It’s typically used for regular imports of data in which the same process is run on a regular basis and can be easily implemented or customised for any new transformation. It will help save time and frees up your staff/volunteers to turn their attention to fundraising or other core activities. Benefits: • Easy to customise to suit needs, if a new file format appears it can be easily imported • Frees up staff time as the imports can be scheduled to run at specific times enabling teams to focus on resolving errors only • No need to learn new application languages or tools to build transformation solutions. • Helps maintain data quality and reduces duplicates in your Salesforce Examples of file formats where CDT could be used includes: Virgin Money Giving JustGiving Payroll Agency files CAF Voucher and Card data Engaging Networks Telemarketing agency data Fundraising Preference Service Data Cleansing agency data Please contact sales@giveclarity.org to get a link to a demo video.
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