About the Import Process

Overview

At a high level, Import Rx takes data that you load into a Salesforce object (table) called Big Table and processes it into Salesforce objects (Contact, Application, Test Score, etc.), according to rules that you define for each Data Source.

For example, a Data Source might be called “ACT” and consist of mappings from Big Table fields into fields on the Contact, Application, and Test Score objects.

Mapping and Optional Transformations

For each target object (e.g., Contact), the data mapping can optionally include transformations. Transformations translate input values into output values (e.g., "F" to "Female" for the Gender field).

Duplicate Matching

The import process features duplicate matching rules, which identify existing records to be updated versus creating a new record. For example, if the import process matches Contacts with incoming data, it displays these on a Duplicate Review Screen. Here you can decide which Contact to update, or if a new Contact should be created. The Data Source configuration also allows the user to choose to automatically update matching Contacts, if only one is found. For objects related to the Contact (e.g., Application, Test Scores) the duplicate matching rule settings govern how they are matched, not matched, or updated or inserted automatically.