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Imports

Imports

Owned by Sam Drella

Who Maintains this Data?

  • Data imports are on a recurring or ad-hoc basis, requested by teams using Salesforce.


Recurring Imports:

  • Marketing/Recruiting
    • GMASS bought lists
    • GRE bought lists
  • Alumni Relations
    • Tippie Alumni Webinar Attendee Lists
      • Frequency: As webinar events happen
      • Manual data load
    • Monthly manual data loads for contacts who are related to Tippie include:
      • Email address updates given to UICA
      • Phone number updates given to UICA
      • Deceased UICA constituents
      • Last Event Attended date for Tippie events
      • Name changes
      • Ex-Spouse updates (updates to relationships in Salesforce and possible name changes)
      • LinkedIn updates
      • UICA duplicate contacts who have been merged
      • UICA Drops (please use BGI as your source of information for all drop information)
        • Drop fields updated on the contact record:
          • UI/UICA Do Not Contact
          • UI/UICA Do Not Call
          • UI/UICA Do Not Email
        • Please use these drop fields as general information and a prompt to look at specific drops in BGI
        • You must have approval before sending out any communication with constituents.