DemandTools 2.0 for Salesforce

FindID's Module Documentation

The FindIds module in DemandTools 2.0 was developed to allow the user to compare an external data source such as a spreadsheet to the contents of any table of information is Salesforce.com. This tool supercedes the previous DemandTools modules FindAccountID, FindLeadID and FindContactID due to the fact that it will work as mentioned against any table therefore making the individual modules unnecessary.

FindID's begins on Screen One (Upper interface) with the user given the opportunity to select an incoming data source. The options of XLS, CSV, MDB and UDL(much like ODBC) database connector allowed types. After selecting the file, type and browsing to locate the proper file, selecting select file and then the user must select the data sheet or table to load and select the use button to continue. This completes the stage of connecting to the external data source.

Selecting and Connecting to the External Data Source

Now with the external data connected, the user must select the Salesforce object that they would like to compare the external data source to. Select the object in the pull down and then select Use Object to continue.

After a short delay the user can now select fields to show on the final results screen/file from the Salesforce database for any of the records that compare positively and therefore have matching records between Salesforce and the external database. Fields from the object comparing to and fields in related tables are available for selection.


Selecting fields for final output

If desired the selected fields can be reordered by using the column tools on the right hand side of the interface. Once the proper fields are selected and the user is satisfied with the column order they can select Step 2->Conditions and Settings to move to Screen Two.

Screen Two starts with the user being presented with the ability to select which records in Salesforce should be compared against the external database. The user develops typical DemandTools where condition select statement by selecting the field, the operator and value and selecting Add Condition to place it into the Current Conditions list. The Expert Mode check box allows for the development of "or" groups allowing for conditional statements such as "This, this and this OR this, this and this"

Selecting which records in Salesforce should be used for the comparison

Once the where condition for what records should be queried in the database is complete the lower portion of the interface is designed to allow the user to create the mappings, deciding which fields in the external datasource should be matched with which Salesforce field.

Select Add Mapping Condition to see a list of the incoming data source fields and then selectField to Match with the appropriate field in Salesforce selected.

Developing Mapping Conditions between external data and Salesforce data

Once the mappings are complete the user of course can select the different DemandTools mapping algorithms to use by changing the Mapping Type as well as the standard DemandTools Mapping options explained further below.

Mapping Types Explained	Found in Category
As in the the previous versions of DemandTools the Cleaned Name mapping type uses the built in Account Name Cleaning List. To see the Cleaning list tool select the "Edit Account Cleaning List" button. The cleaning list standardizes punctuation, spaces, removes common business prefixes and suffixes. These lists are customizable to you language(s) and/or line of business.	CRM
The country mapping type is used to standardize field values for the recognized countries of the world. It makes the long name, the 2 digit ISO short form, the 3 digit ISO short form and the numeric ISO country value all to appear to be matches of each other.	GEO
The domain mapping type is used when mapping web pages and/or email addresses. It allows for the independent analysis of the domain information contained within the URL or the email address. For email addresses it uses any information to the right of the @ sign. For web pages it parse the XXXXX.com portion. this tool allows for easy comparison of web page field vs web page field or email field vs email field. it also by nature allows for the comparison of email addresses compared to web pages and vice versa.	Internet
The exact mapping type in the Single Table Deduplication tool is exactly that. A 100% match of every character (assuming no options applies (see next section))	Alpha Numeric
As in the the previous versions of DemandTools the First Name mapping type uses the built in Nickname List. To see the Nickname tool select the "Edit Nickname List" button at the top of the interface. The Nickname list allows the deduplication tool to see Bill, William, Billy etc as potential duplicates of each other. This list is also customizable by the end user for localization or even in theory for non contact substitution on any field by replacing the nickname list with synonyms.	Contact
First XX letters mapping technique is used to only compare the first XX letters in a field. Text fields are the only applicable field type.	Alpha
The numeric mapping type is used when you would like to compare only the numeric values in a field. Any other characters that the field contains such as spaces or punctuation will be ignored and not seen by the deduper. Hence a field with a value of "Apt # 31" is seen to the deduper as only the numeric characters "31"	Numeric
As a new advanced mapping type introduced for the first time in the STD, the Relaxed Address Match type uses the new address parsing routines. Relaxed Address match parses the street address to the lowest common denominator. Based in North american standards it has also proved effective with most country address formats. With relaxed address match: Apt#4, 123 Pavillion Street 123 Pavillion, Apt 4 4-123 Pavillion Ave NW Are all seen as the deduper in the lowest common denominator of "123 Pavillion"	CRM
The Salesforce.com ID match is used to match any Salesforce.com objects' 15 digit ID to its 18 digit equivalent ID and vice versa.	CRM
The street address match is a slightly more rigid criteria than the relaxed address match tool. It will allow the deduper to ignore the differences in street type short forms such as crescent - cres, road - rd, street - st	CRM
This mapping type will automatically have the deduper match USPS 5 and 9 digit zip codes together without the need to standardize them first to a common number of digits.	CRM

Once the mapping conditions and types have been fully created, the user selects Step 3 ->Create Report. In the file dialog box the user selects the name, location and type of file they would like to generate.

Records are then downloaded from Salesforce, compared against the incoming data set according to the created mappings and a results file is created. Neither the incoming data source or the information in Salesforce is modified in any way.

FindID's Results File

The FindID' results file starts with the original colums of information from the incoming data source transposed into the new file. DemandTools FindID's adds additional columns to the right of the original incoming data. In the example above, Columns A,B and C were original data and D,E,F etc were added by DemandTools. The first added column shows the duplicate key that was used to locate the match and then a column called Match_1_sf. in this column are the Salesforce ID's for the first found matching (according to the users matching conditions) Salesforce record. In the prceding cilums are the remaining of the fields the user had selected in step 1. After this initial set of information there could be additional sets for other records that ALSO matched according to the users conditions. DemandTools FindID's will report data sets for the first 5 returned matching records.Note: This is/could be seen as a symptom of duplicates in the exisiting Salesforce database.

If there is no ID in the Match_ID_1 column then there was no matching records (according to user conditions) found in Salesforce.