The Transfer module allows users to copy data between Salesforce Objects. It prevents duplicates from being created in the target Salesforce object as a result of import by updating existing records when information is found in another object data source. 


Note: Transfer can also be used to import or mass update from CSV. Learn more: Import data from CSV files



Access the feature through Transfer > Data Source > Object



General

Create dataset dialog will appear. Specify dataset to import from, a dataset to import to, and a title. For cross-match datasets, the child dataset is now pre-selected automatically. 



Fields

Control the mapping of fields on a cross-object transfer. Field mappings can be configured to point a source object's fields to a target object's fields to transfer data. For example, mapping a Lead object's Name field to a Person Account object's Name field. Lookup fields (__r) are now auto-mapped accurately in cross-object transfers. 

 


Update Rule

Associate an update rule to the Transfer Dataset in order to control how fields in the target object are updated with fields from the source object. Learn more about Merge Rules


Matching Model

Control the matching model algorithm that determines how records are identified as an update or a new record creation. Learn more about Matching Models


Transform

Apply a transform rule that modifies field values as records are being transferred between objects. Learn more about Transform Rules


Mass Actions

After a dataset is created, records will be grouped into two sections - Unmatched records and Matched records.

Records can be reviewed, copied from source to target dataset individually or en-mass. 


Mass Actions allows for the following actions:

  1. Mass Import - Copy unmatched source records from source dataset into target dataset, this action will create new records in the target object
  2. Mass Update - Update existing records in the target record with values from the source record using the merge, transform and field mappings defined in the dataset configuration menu



Learn more:
Working with Imported CSV Records