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.
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:
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!
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.
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).
With the booming business of web services it is now possible for us to provide online North American address verification and correction.
DemandTools customers receive a small complimentary allotment of test transactions and then can purchase additional "hits" for as low as $.01 in bulk.
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
Normally executed from a server or virtual computer the Scenario Scheduler is a key component of a data quality “self healing” Salesforce database.
Now that you understand what the modules do inside DemandTools, time to get the trial version installed.