HelpConsole 2008 SP3.1 - PeopleImport

Scenarios

Scenarios can be created and then saved for future use for imports that use a standard template and matching criteria for importing data.

Capabilities & Features:

Saved on a central server by Salesforce Organization ID for future use

Commonly used for weekly webinar lists, standard purchased lists etc.

Sandbox Org ID's can be linked to Production such that scenarios created on one or the other can be run on either org

Saved Scenarios will include mapping, along with all the other settings in subsequent stages

Saving a Scenario
Once Stages 1 through 3 are complete a scenario can be saved by selecting at the bottom of the screen.

Save Scenario as: Specify a unique scenario name
Category: Specify a Category to organize scenarios by (similar to a "folder")

Scenarios can be grouped by Category or any other column

Click Save

Will be prompted to "replace" if a scenario with the same name exists

Scenarios are saved on a central server by Salesforce Organization ID, NOT on the local PC.

All the information from each stage is saved in the scenario, including mapping

If a saved mapping was loaded before the scenarios was loaded (or fields were manually mapped and then a scenario was loaded), this mapping will take precedence over the mapping saved in the scenario

A pop-up warning will be displayed if field mapping is different in the loaded mapping from what was in the saved scenario

NOTE: If a mapping error occurs, be sure to double-check the matching fields in Stage 3 in case this field was listed as a field to match on, as it will have been removed from the matching step also.

Loading a Saved Scenario

Select at the bottom of the screen to load a presaved scenario AFTER selecting an incoming data source.

When loading a scenario the Salesforce Org ID that the user logged in on will be displayed at the top of the screen.
Scenarios can be grouped/organized by dragging any of the column headers to the upper left hand side of the Scenario Screen.
Select the "Load" button to load the Scenario
To Delete a scenario, select the "Delete" button

Linking Production and Sandbox Instances

When loading a scenario can select the "Linked Scenarios" tab to access scenarios saved on a linked organization (i.e. sandbox)

To link 2 Salesforce org's together, a request must be made via CRMfusion technical support by emailing support@crmfusion.com
Keep in mind that whenever an existing sandbox is refreshed the old Salesforce org ID is deleted and a new org is created, so a request to relink the new sandbox will required
Once a scenario has been tested in the Sandbox, it is best to resave it on the Production org, so it can be accessed even when an old sandbox is deleted (refreshed)

Clearing a Scenario

Select to clear mappings, all selections in Stages 2 - 4, and return all options to their default settings.

The selected input file will remain loaded

If matches had been found in Stage 5, these will be cleared also