2. Overview
• UTSA - The Graduate School
• What is Demand Tools
• Setting up
• Single Table Dedupe
• Mass Impact
• Mass Effect
3.
4.
5. What is Demand Tools
The DemandTools is a software that keeps the integrity of your data by
utilizing certain modules. Modules are broken down into four major
sections:
• Maintenance Tools
• Cleansing Tools
• Discovery Tools
• ?
6. Demand Tools Login
• Download Demand Tools from:
https://www.crmfusion.com/demandtools/downloads-and-
trials
• version 2.60.90
• 2 things to login:
• Password: salesforce pw
• Security Token:
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Overview – UTSA The Graduate School, What is Demand Tools, Setting Up demand tools, Single Table Dedupe, Mass Impact, Mass Effect
UTSA is an emerging research university and one of the fastest-growing public universities in Texas. Our top-tier university currently offers over 100 graduate programs across our 7 colleges: College of Architecture, Construction and Planning, College of Business, College of Education and Human Development, College of Engineering, College of Liberal and Fine Arts, College of Public Policy, and College of Sciences.
Excellence, innovation, and diversity are abundant at our University. A prime example of this is UTSA’s recent ranking as one of the best young universities in the nation by Times Higher Education. UTSA has also been recognized as a Global Leader and highly ranked the best University for Veterans by Military Times and “Best of the Best” U.S. universities for Hispanics, African-Americans and Females by the Hispanic Network Magazine.
We are working with TargetX, Decision Desk, and Banner.
Brief explanation of how systems communicate, manual downloads and uploads
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
*The fourth module (verification module)
Download Demand Tools version 2.60.90
Need 2 things to login: security token; salesforce pw
Options to save pw
The MassImpact module is a multi-table data manipulation tool that does not require importing or exporting. MassImpact allows the administrator to develop and maintain data standards by developing corrective actions to common data mistakes. These changes can be made to any size and subset of data based on selection criteria.
It could be used for example to:
First Name Last Name Phone Sort Number Email External City State Account Most Recent University Test Contact .
*Changing Contacts’ Owner (reassign module)
Changing Status: Inquiry to Prospective
Moving Data: Phone to Business Phone
The Single Table Dedupe 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 Dedupe provides the user with the heuristic and phonetic matching tools in addition to excellent street and phone parsing matches, domain matches and much more.
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.