IDEX Services
National deployment of the Salesforce Field Service solution within Must, a subsidiary of the IDEX Group, including the setup of an automatic data import system managed by an ETL tool.
Industry:
Facility Maintenance
Technology:
Salesforce Sales Cloud, Field Service Cloud, Talend
Duration:
6 months
NEED
For each contract won, the team collects extensive data from the field – such as sites, buildings, equipment, and types of work – into an Excel file. This data, consisting of thousands of entries, needs to be imported into Salesforce swiftly. Manual processing is time-consuming and prone to errors, making accurate and timely data injection challenging.
SOLUTION
Design and development of a Java application using Talend, to be executed on a virtual machine. The application included multiple JOBS for: data quality and integrity control, mapping and injection into Salesforce, error management and success logging.
RESULTS
- Efficient mass injection of new customer contracts (100,000+ records per file)
- Streamlined mass data updates
- Enhanced data quality and integrity
- Automated data injection with adjustable frequency
