When we launched the initial beta version of our Salesforce data cleansing platform, DataGroomr, we had no idea how it would be received. We invited you to take a look and give us feedback. Much to our relief, the response was, and continues to be extremely positive. All the feedback and ongoing support has reassured us that we’re on the right track, and for that, we thank you!
So, without further ado, let’s dive in and talk about how your feedback helped shape the May ’20 DataGroomr release.
IMPORTR
Improved Performance
We’ve upgraded to our infrastructure so that you can scan import records to find records that already exist in Salesforce in record time.
Reference Fields
Added support for Salesforce reference type fields for when users are importing leads, contacts and accounts to Salesforce via DataGroomr, provides the ability to leverage our inline editing functionality to append field data on net-new records upon import to Salesforce.
Campaign Assignment
Need to add leads or contacts to a campaign upon import? No problem! Our new lookup field allows you to search active Salesforce campaigns to assign the records to the campaign upon import.
TRIMMR
Advanced Dataset Filters
Our dataset configuration dialogue has been upgraded to offer advanced filtering capabilities, much like the filtering capabilities that Salesforce users are accustomed to.
Improved Duplicate Detection
Currently, all duplicate groups are assigned a confidence level: A score that indicates the likelihood that the matched records are, in fact duplicate groups. The higher the score, the higher the probability that the groups are duplicates. However, with some further enhancements to our machine learning algorithms, DataGroomr is able to find duplicates that have minimal matching criteria (duplicates that otherwise would be ignored due to the limited similarities)
Duplicate Confidence Level
As mentioned above, duplicate groups are assigned a score to indicate the probability that they are duplicates. We’ve added the ability for you to set the minimum confidence level for the duplicates that are displayed in the duplicate group review. Note, lowering the confidence level may result in duplicate analysis tasks to take a little longer than normal.
AUDITR
Dataset Analysis Notifications
When you load a dataset, run an analysis etc., the details about the number of records analyzed and the number of duplicates detected are now displayed here. Similarly, we’ve added this information to the pop-up notifications as well.
SCHEDULR
Task Scheduling
When scheduling new duplicate analysis or mass merge tasks, the time selected for the task to run is now highlighted in the drop-down menu.
If you’d like to read about all of the new improvements and features added in the May release, head over to our knowledge base where you can view an itemized list of everything that’s new.
Got a suggestion on a new feature or improvement for DataGroomr? We’d love to hear it! Send an email to info@datagroomr.com 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!
