Clarity Data Transform is a user-friendly tool that helps you take data from files and other external sources and find/create/update records of various objects in Salesforce. It’s typically used for regular imports of data in which the same process is run on a regular basis and can be easily implemented or customised for any new transformation. It will help save time and frees up your staff/volunteers to turn their attention to fundraising or other core activities. Benefits: • Easy to customise to suit needs, if a new file format appears it can be easily imported • Frees up staff time as the imports can be scheduled to run at specific times enabling teams to focus on resolving errors only • No need to learn new application languages or tools to build transformation solutions. • Helps maintain data quality and reduces duplicates in your Salesforce Examples of file formats where CDT could be used includes: Virgin Money Giving JustGiving Payroll Agency files CAF Voucher and Card data Engaging Networks Telemarketing agency data Fundraising Preference Service Data Cleansing agency data Please contact
[email protected] to get a link to a demo video.
