Many features and improvements have been made to DataGroomr this month. Spread across Brushr, Trimmr and Importr modules, the changes are focused on analyzing and improving data hygiene of your Salesforce organization. These include data standardization and normalization; smart email suggestions and records mass delete. Multiple smaller updates have been added throughout application based on customer feedback and to improve performace.
Smart email suggestions
Brushr email verification has been extended with auto-discovery of valid email address (inside Leads/Contacts objects). For emails that are invalid, Brushr will try to discover a valid email based on the record context. The filter option now has an option to display records with email suggestions.
Then by clicking on the suggestion we can simply replace invalid email with auto-discovered valid email. Give it a try and see how easily Brushr can improve your email marketing database.
Data standardization and normalization
Automate data maintenance and management with Brushr transform rules.
Transform rules are now available (Pro only) that allow to standardize and normalize Salesforce data.
Available transformations include:
- Change text case (UPPERCASE, lowercase and Proper Case)
- Format phone number (E164, International, National and RFC3966)
- Format country (Full Name, Abbreviate to 2 letters or 3 letters)
- Format state (Full Name or Abbreviate to 2 letters)
All actions are context aware so that Brushr will take into account record Country when determining correct phone format or state abbreviation.
Let us know about other transform actions you’d like added.
Mass delete records
Remove poor-quality records from your Salesforce database using Mass Delete. Delete all records with invalid contact information based on Data Quality and Validity score; or simply create a dataset with a custom filter (e.g., records containing “Dummy” or “Test”) and delete all of them in one click.
Additional options on export
In both Trimmr and Importr you now have more flexibility which records and which fields to include in export by selecting types of records and displayed only or all Salesforce columns.
Supervisr Matching Rules’ model training has been extended to allow training against a specific dataset, rather than all the content in an object.
All mass operations display progress in left navigation and on dashboards.
Manage Credits window added to org management to purchase credits and keep track of credits spend.
What’s coming in the next release?
Here’s what you can expect next in DataGroomr:
- Download record IDs from Auditr;
- Allow to compare to both Leads and Contacts in one go when importing CSV to Leads;
- Physical addresses verification;
- Role-based security for permissions management within DataGroomr.
If there are other features that are important to you, we invite you to add them to the Ideas Exchange portal or vote on existing features already there.
As always, we would like to remind you that we offer a free, 14-day trial of DataGroomr. Please feel free to forward this article to your Trailblazer colleagues. They can start the Free Trial by logging in with their Salesforce credentials. There is no setup required and, as you know, you can get a handle on the duplicate management of your data right away!
Happy DataGrooming, Trailblazers!