DemandTools 2.0 for AppExchange is a packaged suite of 11 individual software modules, each of them performing a specific data quality task working with Salesforce data.
The DemandTools modules are broken down into four major sections according to their primary objectives.:
Maintenance Tools - Modules for data loading, data backup, data manipulation
Cleansing Tools - Modules for deduplication and merging of duplicates at the Salesforce.com data center
Discovery Tools - Modules for comparing external data to the data already loaded into Salesforce.com before importing
Verification Tools - Transaction fee modules for Postal address verification
The following table describes in more detail what each module is capable of performing.
DemandTools - Description of Modules - Maintenance Tools
MassImpact
The MassImpact module is a multi-table data manipulation utility that does not require
importing or exporting. MassImpact allows
the administrator to develop a selection
of any records in Salesforce and have
changes uniformly applied to the entire selection
set.
MassImpact allows the administrator to
develop and maintain data standards by developing corrective actions (scenarios) to common
data mistakes.
It could be used for example to:
- find all Accounts with a Billing State = Texas and change the state value to TX
- find all items in the price book between $5 and $10 and add 20% to the list price
- find all Contacts with no shipping information and move the Account billing information into those fields populating them
- find all Opportunities that were projected to close last month but didn't and drop their probability by 20%
Any field in any table of Salesforce (API permitting) can be mass modified using the MassImpact data manipulation module.
The MassEffect tool is the ultimate data loader, data exporter, updater and delete tool for Salesforce and Force.com platform data.
With full support for importing and exporting advanced file formats including XLS, CSV, MDB and UDL, not to mention many unique features MassEffect is used by the serious administrator looking for full data loading power and our unique heads up console.
MassEffect is fully international character capable.
PowerGrid is a spreadsheet like data canvas connected directly to your Salesforce data. DemandTools users use standard spreadsheet functions (drag and drop, copy and paste, direct entry, filtering etc) combined with the advanced data quality components from the other DemandTools modules to quickly make ad hoc changes to Salesforce records in a free form way.
The Mass Ownership Reassign module adds
the ability to mass transfer the ownership of
any object in Salesforce and its related sub-objects in a single pass. The end user starts by
selecting which Salesforce objects to change
using where clauses and optional match
conditions to spread changes across multiple
new owners, and alternatively using an input
file of Salesforce ID’s for changes. The module
also includes options for selecting which sub
objects to reassign, creating tasks directly on objects to track changes and reviewing the
results grid.
The DemandTools MassBackup module allows the user to create an automatic MDB (Microsoft Access) backup of their salesforce.com data on their local computer. This useful tool allows for custom selection of tables and custom scheduling. The MDB database that is created is fully relational and useful for analytics, security and integrations. It may also be mass modified and re imported into salesforce.com with MassEffect!
DemandTools - Description of Modules - Cleansing Tools
Single Table Deduplicator
The industry standard batch deduplicator for the Salesforce platform used by thousands.
The Single Table Deduplication module is capable of finding and merging all types of
Salesforce duplicate objects including Accounts,
Leads, Contacts but also Events, Assets etc,
even custom objects. The deduplicator allows
for 100% control in terms of how the duplicates
are identified and multiple different methods
to merge the records. The user can choose
between a fully manual “Custom Merge” or use
one of our advanced record selection rules (or
even create their own) to execute an automated
master vs. servant merge process. Of course the
Single Table Deduplicator provides the user with
the heuristic and phonetic matching tools but
also great street and phone parsing matches,
domain matches and much more.
Built on the request of one of our customers, MassLeadConvert is a quick and easy way to select a huge volume of Salesforce.com Leads and have them automatically sent through the Lead conversion process.
The administrator gets options for assignments, auto tasking and more.
The Lead2Contact Deduplication tool allows you to find duplicates that exist between Salesforce Leads and Contacts using our advanced data matching algorithms. When the duplicates are discover the Lead2Contact deduplication module batch converts the duplicate Leads (with their campaigns and activities) to the matching Contact.
The Lead2Account Dedupe tool allows you to find duplicates that exist between Leads and Account and merge the Leads (with their campaigns and activities) to a new Contact in the proper account.
DemandTools - Description of Modules - Discovery Tools
Find / Report ID's
The Find/ReturnID’s tool replaces the previous FindLeadID, FindAccountID and FindContactID
modules In DemandTools 1.7x with a single tool
capable of comparing an external data source
(XLS, MDB, CSV, UDL) to ANY table, including
custom tables of information already loaded in
Salesforce. The Find/ReturnID’s module will do
the custom comparison and develop a results
file showing which objects matched and their
location of where they are by object ID. (no
data is actually changed).
DemandTools - Description of Modules - Scenario Scheduler
Scenario Scheduler (releasing soon)
Tying together the DemandTools
modules is the Scenario Scheduling engine.
Any of the modules listed above and denoted with theare compatible.
The Scenario Scheduler module provides DemandTools with the capability to execute a large number
of scenarios in batch mode as well as providing
an easy way to visualize and organize the
different jobs to be queued. Easily schedule
deduplication passes, normalization runs,
exports, imports etc.
Normally executed from
a server or virtual computer the Scenario
Scheduler is a key component of a data quality “self healing” Salesforce database.
Scenario Scheduler Multimedia Links
Examine the Online Help (soon)
Download Help in PDF (soon)
Now that you understand what the modules do inside DemandTools, time to get the trial version installed.
