Schedule Data Import in Salesforce Using Demand Tool

The market for data quality tools is becoming more profound and competitive these days. There are many tools available for bulk import and export of Salesforce data. Demand tool is one of the prominent data quality and Data clarifying toolset that can be used by Salesforce users for cleaning, importing, exporting and deduplicating bulk data. Its Interface makes import and export of data very easy and hence makes it popular among users. It is a client based application and can be downloaded easily on the Windows PC using this link.

Demand tool supports different modules like data cleansing, data maintenance, data discovery and data verification modules for data import, export, data deduplication, verification, mass delete, mass update, mass merge and much more. It is user friendly and features drag and drop functionality for field mapping and shows detail success and error log files in CSV format, which is easy to download and read. It also comes with a free Scheduling tool known as Job Builder which helps in scheduling Demand tool jobs on daily basis.

Now, Let’s walk through the steps needed to insert, update and upsert records using Demand tool and scheduling the jobs.To Start, click on the setup icon and give access to the Salesforce Developer or Sandbox Organization in Demand tools and follow the steps given below on Login :

Data Insert Using Demand Tool

  1. Select the Mass effect link under Maintenance option coming in left side of Demand tool.

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  2. Import the CSV file using Select File Button.
  3. Check the Read CSV checkbox and Click on Use button. This will show all columns name inside CSV under Data file Salesforce Mapping panel.
  4. Select Insert new Records Operation coming in right of UI.
  5. Map the fields from the input file to the desired Salesforce object/fields using drag and drop functionality.
  6. Process the Insert using Process button.

Note: When the process completes Success/Error files will be created which contain all the input data in addition to the Salesforce ID's for the newly created records.

Data Update and Upsert Using Demand Tool

  1. Select the Mass effect link under Maintenance.
  2. Import the CSV file using Select File Button.
  3. Check the Read CSV checkbox and Click on Use button. This will show all columns name inside CSV under Data file Salesforce Mapping panel.
  4. Select Update new Records Operation coming in right of UI.
  5. Choose the Unique key from the object. By default id is the unique field. To designate a different field as the unique key field, right click the desired field and choose Set as Key. (For upsert, the fields available as matching keys (Id, external Id's, and email addresses) will be denoted with a yellow flag. Make sure the unique key field is set as external id in Salesforce)
  6. Map the fields from the input file to the desired Salesforce object/fields using drag and drop functionality.
  7. Process the Update using Process button.

Note: Various other operations like Delete, Undelete and export Records can be used in similar way according to the requirement.

For more information with videos and tutorials, follow the help link

Scheduling Scenario/ Saved Field Mappings File
Scheduling of saved mappings, also called scenario files could be saved using Save scenario button on Demand tool once the process is done for records. This stores all the mappings in one file which can be used for later scheduling.

Job Builder
To automate scenarios, Demand tools provide free product for Demand tools users. These scenarios are the saved mappings that can be scheduled hourly, daily, weekly or monthly. It provides an easy and quick way to create batches of Scenarios. These batches can either be run as single file or can be scheduled with Windows Task Scheduler. Job builder can be downloaded from the link

Scheduling of Scenarios/Jobs Using Job Builder

  1. Create a new job using New job button.
  2. Pass the parameters depending upon the operation of records. Follow the link for guidance in parameters

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  3. Create a batch for the job and schedule the job using Edit/Create Schedule button.
  4. The batch will run according to the time and date selected which will result into insertion, deletion, updation and various other operation of records.

There is also an alternative way to schedule the tasks, that is by using Windows Scheduler. It also allows saved scenarios to run on scheduled basis. You can follow this link for more information.

With so many tools in the market, it becomes difficult to choose one tool which would perform all the functionalities of bulk import and export easily and extract value from your data. Using Demand Tools is one sure shot solution to import, export, schedule and perform various operations on Salesforce data.