Author: Callum Hurry
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Simplify importing Opportunity Products in Salesforce using Impowr
Importing Opportunity Products (OpportunityLineItem) After reading this article, you’ll be able to: Why use Impowr to import Opportunity Products? We here at ProvenWorks understand that Products added to an Opportunity are often managed in external systems, so importing this data into Salesforce is crucial. But with our 10 years+ experience of dealing with importing data…
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Import data via a Digital Experience with Experience Cloud
Use of Digital Experiences (previously known as Communities) have been growing in popularity since their launch, with even more adoption since the repositioning of Salesforce Experience Cloud. Salesforce Experience Cloud implementations have been expanding with use cases growing where external users need to interact with an internal CRM. Some of these use cases even include…
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Import donations into the Nonprofit Success Pack (NPSP)
Giving back to the community is a big part of our culture here at ProvenWorks. We are a proud member of Pledge 1% and offer nonprofit discounts on our solutions! Each year we find ourselves working with nonprofit organisations looking to expand their Salesforce implementations. This case study is one of the most common use…
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Import price book and promotion data
It’s no secret that managing price books in Salesforce isn’t the easiest of operations. Whether it’s updating existing prices, or creating new ones for seasonal promotions, it can be a thankless task that ends up consuming hours of admin time. It’s why many teams favour handling this operation in a shared spreadsheet document which can…
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Import reviews into Salesforce
As a managed package provider on the Salesforce AppExchange, we understand the value of receiving reviews and tracking them in a centralised location. Salesforce is a great platform for centralising data and managing actionable outcomes, but quite often reviews can be received via several different platforms, especially in the Travel, Tourism & Hospitality verticals. We…
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Can I import data into Salesforce without being an Administrator?
Yes, you can! Impowr by ProvenWorks for Salesforce CRM allows you to import data from Excel into Salesforce without being an admin user. Administrators can choose to remain in control over the fields and objects users can import into by giving a non-admin user a license to Impowr with restrictions in place. These restrictions will allow the admin to specify the exact objects the user will…
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Speed up your importing with Impowr Spring ’22 (20220118)
We know that when it comes to tasks like importing, every second counts. That’s why we’ve released a service update for Impowr (20220118). Based on our customers’ usage, we found that loading speeds during the import workflow could be improved, so we’ve improved them. Small changes influenced by your real-world usage mean big improvements. So…
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Everything you need to know about the Impowr Winter ‘22 Release
The time has arrived! We’re so excited to share with you the Impowr Winter ‘22 (20211129) Release! With an optimized workflow, updated error messages, a nifty feature addition and a new summary page, there’s plenty to cover so let’s get started. 1. Define your Import Type Firstly… ambiguous toggles are gone from the mapping page!…
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Impowr turns 10 years old! 🎈🎈🎈
Our data import solution for Salesforce, Impowr, is a decade old and we’re getting emotional… Just watch our 10 years of Impowr video: We’re celebrating a special birthday… 🎂 This autumn we’re celebrating 10 years of Impowr. Yep, it’s been a whole decade since we released our exclusive-to-Salesforce, 5-star data importing solution. But why does…