data salon

Data SalonUniversity of Texas at San Antonio

The Graduate School Oscar Ferreiro

Noe Vela

Overview• UTSA - The Graduate School• What is Demand Tools• Setting up• Single Table Dedupe• Mass Impact• Mass Effect

What is Demand ToolsThe DemandTools is a software that keeps the integrity of your data by utilizing certain modules. Modules are broken down into four major sections:• Maintenance Tools • Cleansing Tools • Discovery Tools• ?

Demand Tools Login• Download Demand Tools from:

https://www.crmfusion.com/demandtools/downloads-and-trials

• version 2.60.90• 2 things to login:• Password: salesforce pw• Security Token:

kjadjekqj3oijrekjfelajkotlr349

The ModulesMaintenance Tools:MassImpactMassEffect

Cleansing Tools:Single Table Dedupe

MassImpact – Maintenance Tool• Cleaning Data : First Name, Last Name, City, State, Phone

Number, Most Recent University, Email, External Email• *Changing Ownership (reassign module)• Changing Status: Inquiry to Prospective• Moving Data: Phone to Business Phone

Single Table Dedupe – Cleansing Module

• Duplicate Contacts• Customize: same email

MassEffect – Maintenance Tool• You will need the parent key: Contact ID,

Account ID, etc.• Upload or Delete

Questions?Contact Us oscar.ferreiro@utsa.edunoe.vela@utsa.edu

https://www.crmfusion.com/demandtools

 "So ensuring the integrity of the data and integrity and validity of the connection is a very important element in any company's strategy that is moving towards a Web service paradigm.“ John W. Thompson