HelpConsole 2008 SP3.1

Home > DemandTools Modules > DemandTools - Discovery Module > Find/Report ID's Extra Overview

Find/Report ID's Extra Overview

Available in v.2.3. To learn more about the Release Candidate and included upgrades, click Home > Release Notes > Version 2.3 Release Notes

Capabilities & Features:

Comparison of external data to any standard or custom Salesforce table
Verify if external records exist in Salesforce
Pull back record ID's and other needed fields
Ability to access fields from tables joined to selected object (Ex: when comparing against Contacts, Account fields can be pulled back/returned in the output file)
New Feature Multiple match steps eliminate the need to compare a file in multiple passes with different match conditions. One pass can now compare the data in multiple ways to the Salesforce object.
New Feature Output file can show just matches, non-matches, or all matches and non-matches.
New Feature Can now be Scheduled
New Feature Results grid to review matches PRIOR to exporting
New Feature Multiple export options (ALL matches in rows or up to 10 matches in columns)
New Feature Faster processing allows for larger files to be compared to more records in Salesforce in one pass

Important Notes:

Existing scenarios CAN be read into the new Find/Report ID's and then modified to take advantage of the new features, if desired.

Multiple export options

ALL matches (not just first 5) can be exported to a single file
Each match in a separate row
A separate file of non-matches can also be created

Compatible Data Sources:
.xls
.xlsx (Excel 2007)
.csv
.mdb (Access)
.udl

Quick Links:

Match Steps

Match Grid

File Export Options

Screen 1: Object and Field Selection

Step 1. Choose input file for comparison to Salesforce records

1. Select a file by clicking the "Select File" button
2. Browse to find the file
3. If an .xls, .xlsx or .mdb file has been chosen the user must select the worksheet/table name to process by clicking on it (will highlight in blue). Click the "Use" button on the right or double click to select.
4. The number of records loaded will be displayed in red

Step 2. Select object for comparison and fields to show on results grid and output file

1. Using the drop down box choose the Salesforce object in which to compare the external data.
2. Click the "Use Object" button (this will populate the left side of the table with fields from the selected object as well as fields from joined tables).
3. Check the boxes next to the Salesforce fields to include them in the results grid and output file (Tip: select the fields that will aid in verifying a true match). The selected fields will be listed on the right side of the screen.
4. (Optional) To reorder the selected fields, click on the number in the order column. Use the arrows to change the order. (Tip: If field order is changed on one field, it will need to be updated manually on the others).
5. Click the "Step 2 - Conditions & Settings" button to continue (The button is on the lower right side of the interface).

Screen 2: Conditions & Mapping

Step 1. Specify the Salesforce records in which to compare to the external data/list

1. Select the "Use All" or "Use Conditions" radio button

"Use All" indicates that the external data will be compared to all records of the selected object.
"Use Conditions" indicates that the external data will only be compared to the records of the selected object that match the created conditions (ex:name starts with v).
To add a condition choose the field, then the operator and value. Then click the "Add Condition" button. For more help on adding conditions, click this link: Home > DemandTools Modules > DemandTools Maintenance Modules > Using Conditions.
**Note: Leads - when specifying records to compare to the condition "isconverted = false" is automatically populated. Users can still compare to converted leads by removing this condition or choosing "Use All" if no other limiting conditions need to be specified.

Step 2. Build data comparison/match steps

*Tip:Since input data can now be compared to Salesforce data with multiple match steps, we once again suggest the user take the "rigid - loose" approach

This will find the records that match based on more rigid/strict criteria AND subsequent looser steps where records are seen as a match
Matching rigid to loose will also help the user guage their confidence level on the accuracy of the found match during data review on the results grid

Specify criteria on which records in your data source can match to records in Salesforce.
Each Match Step can contain multilpe match conditions.

When more than one match condition is used in a step, the conditions are "and'd" to each other.

1. Add Mapping Condition - click this button to add a row marked with bubble number 2 to specify fields on which to match.
2. Field Comparison - Input Column denotes the field label from your data source, Field to Match represents the Salesforce field to match/compare to the Input Column field.

Click in each box to retrieve a dropdown of the available fields from the data source and salesforce.

3. Mapping Types - Each bubble with a number 3 marks an area that refers to how the input data is compared/matched to the Salesforce data. To learn more Mapping Types, click this link: Home > DemandTools Modules > DemandTools Cleansing Modules > Mapping Types.
4. Step Name - Each match step can be uniquely named. To change or add to the "Match: #" of the name, just place the cursor in the field and type.

*Tip:Including the fields that were matched on in the step name can be helpful when reviewing the results in the match grid.

5. Move (step) Up, Move (step) Down, Delete (step) & Clone (step): These control buttons can be used to position the match step in a higher or lower processing order, delete the entire match step or clone the step for easy modification if similar fields for comparison are used in a subsequent match step.
6. Add Matching Step: Click to add additional match steps if the Clone button is not utilized.
Once match steps are complete, proceed to Screen 3.

Screen 3: Review Matches and Export

Step 1. Find the Matches & Review the Results Grid

Options if Single match per line of export file is selected:

1."Find Matches" Click this button to begin the comparison process.
2. Drag a column header here to group by that column - The match results can be sorted by any column header in the grid. A second header and also be used for sorting. To remove a sorting, drag the column back down to the grid. (*Tip: sorting by "Match" will show where records did and did not produce a match. A secondary match column can be "Unique Match")

Right click on a group header row to access other options pictured below (Check Group, Uncheck Group, Expand Group and Collapse Group)

3. Matches - This is the total number of matches that were returned for a record based on the match steps
4. Unique Matches - It is possible for a data source record to match to the same Salesforce record more than once. For example, data source record A can match to the same Salesforce record in Match Step 1 and then again in Match Step 2 (this will depend on the match conditions) resulting in 1 unique match, but 2 total matches.
5. Grid Controls -

Expand All: expands all results to show found matches. Will also show which step located the matching record.
Collapse All: closes down the match results.
Check All: places a check in the checkbox of every record.
Uncheck All: removes the check from every checkbox.
Fit Grid: when checked, expands the fields to fill up/utilize the entire grid area and to show all fields without a right-left scroll bar.

6. & 7. File Export Options -

Single Line per Match of Export file - provides an export file where each unique match from each match step (based on other selected options) is listed in a new row, for example, if a record matches in Match Step 1 and Match Step 2 to the same record, then this result will only be recorded once (in one row) on the results file. Click here for an example of how this file will look.

Only write first match - will only return the first unique match from the first match step that caught the record as a match (may not be from Match Step 1).
Write all matches from first matching step - returns all the unique matches from the first matching step where at least one match was found (may not be from Match Step 1).
Write all matches from all matching steps - returns all unique matches from all matching steps
Save file of non-matches - returns, in a separate file, all records where no matches could be found

Multiple Matches per line of export file is the original way Find ID's provided results. Each new match will be listed in a new column. Click here for an example of how this file will look.

Write all matches from first matching step - returns all the unique matches from the first matching step where at least one match was found (may not be from Match Step 1).
Write all matches from all matching steps - returns all unique matches from all matching steps

8. Export File Name Additions - allows the user to have the date and/or time of the export automatically added to the name of the file

Time is based off of a 24 hour clock. Ex: 3:00 pm will show as 1500.
Example of a file name with date and time appended on August 19th, 2010 at 6:41:47 pm : "MultiM2p-line_allmatches_allsteps_20100819_184147"

For more detailed information on export options, click this link: Home > DemandTools Modules > DemandTools - Discovery Module > Find/Report ID Extra - Export Files

9. Export Data - click this button to begin the export

A file "Save As" box will appear.
Select any of the supported file types for export and name the file
Once the export is complete, a dialogue box will appear with a link to open the file