As with every release of DataGroomr, we continue to add new features and functionality that further simplify the approach to keeping Salesforce free of duplicates. From cross-object dataset comparison to duplicate group CSV export, this release is sure to be a crowd-pleaser!
Continue reading to discover what’s waiting for you in the new version…
Cross-Object Dataset Comparison
Quite often, customers were asking us how to go about identifying leads that exist as contacts in Salesforce, and vice versa. While they wouldn’t be classed as duplicates in the traditional sense, it prompted us to add our new dataset comparison functionality, which allows customers to compare datasets across objects in Salesforce. Just like our standard duplication analysis for contacts, accounts, and leads, the cross-object comparison analysis is driven by our machine learning algorithms; meaning that there’s zero setup. All there is to do is select the datasets that you want to compare, and the algorithms will get to work to show you a list of the records that meet the criteria.
Master Record Retention
As part of our dataset comparison functionality, we’ve added the ability for you to pre-define what constitutes as a master record for your organization. You can filter based on any of your Salesforce fields to return a list of the records that would be classed as the master (this dataset is the ‘parent’) then when you compare against the other dataset (the ‘child’) those that meet the criteria defined in the filter for the master records will be designated as master records automatically.
Duplication Analysis Export
Extending on our existing functionality to find duplicates that already reside in Salesforce, we’ve added new functionality to prevent duplicates entering Salesforce as a result of import tasks. Upon importing your records to DataGroomr using the IMPORT module, our algorithms get to work to identify:
- Matched Records: Leads, contacts or accounts that already exist in Salesforce.
- Unmatched Records: Leads, contacts or accounts that don’t have an existing record in Salesforce.
From there, you can now export the results of the analysis to a CSV file. This is particularly helpful if you want to upload new leads to Salesforce, but don’t want to create a lead for those that already reside as contacts in Salesforce.
We know that it can get a bit frustrating when things don’t work quite as fast as you expect, that’s why we’re constantly improving our infrastructure so that, that never becomes an issue for our users. In fact, the infrastructure improvements that we rolled out this month improved platform speeds by a whopping 300%! On a side note, we do recommend that to achieve the maximum performance that you split very large datasets by using the inherent filtering capability in DataGroomr.
WHAT’S COMING NEXT?
It’s not unusual for our customers to ask what’s on the roadmap for future releases (they know that our roadmaps are ambitious, and it’s not unusual for them to challenge us by throwing in a last-minute feature request days before code freeze. Thankfully, we love a challenge!) Here’s what we’re working on for the July release:
- We’re looking at adding customizable merge rules that will be used when performing automated merge tasks. We haven’t quite figured out how this functionality will manifest in the platform yet. Due to the advanced nature of the feature, it may be that we only roll out the feature for the customer’s that ‘opt-in’.
- Extended dataset comparison functionality to support lead conversion to contacts that already reside in Salesforce.
- Functionality will be added to allow users to export the identified duplicates from the TRIMMR module for backup and/or analysis purposes.
Got a suggestion on a new feature or improvement for DataGroomr? We’d love to hear it! Send an email to firstname.lastname@example.org and one of our team will reach out to you to discuss.
Finally, if you would like to try DataGroomr, we offer a free 14-day trial. Click the ‘free trial’ button in the top right-hand corner and log in using your Salesforce credentials. Don’t worry, the platform doesn’t require any setup, so you can start deduplicating right away.
Until next month, Trailblazers!