Download specific fields and records to an Excel-like Power Grid based on criteria.Mass convert Leads to Contacts (another one that doesn’t always play nice with the NPSP).Mass transfer ownership for all records or a subset based on criteria.Mass backup data from all the standard and custom objects.It’s best to merge the owning accounts first, and then the Contacts, but there can still be issues getting all of the donations transferred with their Contact roles intact) Mass merge duplicate records (Be careful with this one if you’re merging Contacts using the Nonprofit Starter Pack’s one-to-one account model.
#Salesforce to salesforce migration update#
Mass update fields, based on criteria, to a constant, expression, or the value of another field (called “MassImpact” - the boy band after its lead singer went solo?).
In addition to the importer “MassEffect” (which sounds more to me like the name of a bad 90s boy band), there are modules to: What really separates Demand Tools from the Data Loader is that it’s a true ETL (Export, Transform, Load) app, not just an importer. You can also point it at a Sandbox, but this isn’t as easy to set up as it is with the Data Loader.
Unlike Data Loader, it stores both your login name and password, so you don’t have to retype your credentials whenever you start up the app.
Like the Data Loader, it lives on your desktop. The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m not creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one, and although it won’t cost you any money (assuming you’re a qualified non-profit), it requires a little investment of your time and brain power.ĬRM Fusion’s Demand Tools is another extremely powerful third-party application, which includes a full suite of tools that will help you not only keep your data clean, but mostly duplicate free.
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