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. Datasets can be created by selecting Salesforce objects or previously created datasets in Data source and Data target options. Review the name, which is automatically populated but can be edited if needed.


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 Account object's Name field to a Person Contact object's Name field. Lookup fields (__r) are now auto-mapped accurately in cross-object transfers. 

 


Match

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


Update

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


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 and field mappings defined in the dataset configuration menu.
  3. Get AI Recommendations - AI will analyze your matching groups in depth and recommend actions such as merge, unmatch, link or split with clear explanation and reason for each recommendation.



Learn more:
Working with Imported CSV Records