Go to the reports section in your Salesforce instance (SFDC) and create a new report based on the Account Object.
Insert all of the fields you will be working with and make sure to include the Account ID and, if already available for you, the DueDil UUID.
When you have all of the fields inserted and ready, click on the dropdown arrow next to the “Edit” button and click on the “Export” option.
You will be greeted with a box giving you the option to choose the format in which to export, so choose .CSV as this is the format used by DataWorks.
Once that is done, you will see that the file requested has been downloaded so make sure that you keep that in an easily accessible place as it will be needed to make edits (if necessary) and uploading into DataWorks.
How to import data from DataWorks back into Salesforce via DataLoader
After using DataWorks, you will have an enriched and cleansed .CSV file ready to be imported back into SFDC. Start by opening DataLoader.
You will see multiple options including “Insert”, “Update” and “Upsert”. Choose “Upsert” as this will guarantee that new items detected from the .CSV get added and existing items already present in your CRM get updated. Side Note: If you simply need to update records and are sure you don’t need to add new ones, you may choose the “Update” option and vice- versa for “Insert”.
You will then be prompted to log into your SFDC instance of choice (e.g. Production), so insert your credentials and click “Login” and then “Allow”.
On the next prompt, choose the Object from the list in DataLoader that you will be making the changes to (in this case it’s the Account) and click “Browse” to select the .CSV file that you exported from DataWorks.
You will see a pop-up message confirming the upload and giving you a preview of the number of records it has identified from the list. Click “OK” if you agree to that count.
On the next screen you will need to select the field which will be used to match the accounts from the .CSV file. In this case it will be the proprietary Account ID field from Salesforce which is displayed simply as “Id”. Select it and click “Next”.
The next screen will allow you to match other related items that you might wish to bring in together with the account in question but for the purpose of this demonstration, we will skip this section, so simply click “Next”.
The next part will include the matching of fields. There will be two buttons at the top, click on the “Create or Edit a Map” button.
A pop-up will show a list of all available fields from your Salesforce instance and below that, all of the identified fields from the .CSV you uploaded. Click on the “Auto-Match Fields to Columns”. This will automatically match the fields that DataLoader is capable of finding by itself which, in this case, were the Account ID, Account Name, Company Number and Number of Employees. The Turnover field was not found automatically so you can simply go to the list above and search for it.
Once you found the field you wish to match, simply click on it and drag onto the mapping below next to the corresponding field on the left.
Click “OK” and make sure that all the mappings are correctly aligned and ready for uploading as this is the last step.
That’s it! You’re good to go. Click “Finish” once you are sure you wish to proceed.