Tuesday, April 20, 2010

CRM Demand Tools - Mass Change & Mass Impact

Both Mass Change & Mass Impact are great tools for maintaining data integrity and routine data cleansing. The MassChange tool allows you to specify a condition to find matching objects of most salesforce.com tables and set values for those tables to specific values that you choose. It is designed to allow you to quickly change hundreds of records that require a common value in minutes.

With the off campus data, there is a critical field "location of interest" that delineates student data for each off campus site. I have decided not to make this field required for various reasons but it is important that the field is populated. I have created a video demo showing how to update this field using Mass Change. Since the staff at each site is unique, I use Mass Change to update the location of interest field based on the owner of the lead. You can also schedule this update to automate the process using Mass Impact. Both Mass Change & Mass Impact are great tools to assist with managing your data from a global perspective.

However, Mass Impact is more a powerful feature as it provides the use of advanced operators as well as the ability to run scheduled scenarios, completely automating the process. For information regarding the creation of a scheduled task please click here.

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