Documentation

Your guide to mastering Impowr

Step-by-step guides designed to help you navigate and utilise Impowr’s features with ease.

Explore our comprehensive documentation with guides for every stage of your journey. Start with the Prerequisites to successfully integrate Impowr into your Org, and then master the essentials of mapping and uploading files.

Prerequisites

🔌

Install Impowr

Install Impowr from the AppExchange on to your Org.

⚙️

Authenticating Impowr

Give the admin the power to assign users to the app.

🧹

Configure File Cleanup

Configure Impowr file cleanup within your Org.

User Permissions

🛡️

Configure Admin Permissions

Give the admin the correct permissions to use Impowr.

👥

Configure User Permissions

Give your users the correct permissions to use Impowr.

🪪

Manage License Assignment

In production Orgs, allocate licenses for Impowr to your users.

Mapping Management

🔀

Prepare a Template

Learn how to create and upload a template file for building a mapping.

🔗

Create a Single Object Mapping

Learn how to create a mapping for a single object.

⛓️

Create Related Object Mapping

Learn how to create a mapping for two related objects.

📋

Activate a Mapping

Activate a mapping for use with the Impowr ‘Import File’ component.

✏️

Update an Existing Mapping

Update an existing mapping and save the changes.

🏷️

Advanced Mapping Features

Autofill a record ID in your import, linking imports to a viewed record.

Import File Component

⚡

Lightning Page Placement

Add the Impowr ‘Import File’ component directly to a lightning page.

⬆️

Import a File

Use the Impowr ‘Import File’ component to upload a file.

💡

Understand Import Outcomes

Understand the results after an import using the component’s outcome panel.

Import File Action (Headless Imports)

🧩

Flow Placement

Use the Impowr ‘Impowr File’ Action to import records with a Salesforce Flow.

Platform Events

🤖

Post-Import Automation

Trigger flows via the ImportCompleted event to automate follow-on actions.