We are expanding the Rules capabilities in DataGroomr by adding Field Value Rules alongside the Master Record Selection Rules. These new rules are intended to manipulate data that is stored in the master record making it easier for users to customize their merges.
Field value merge rules
Merge rules are available in the Supervisr module section by navigating to the “Merge Rules”.
Rules designer is in many ways similar to the master record selection rule, but adds additional capabilities.
The Rules designer includes the following components:
- Scenarios – contains common field values merge scenarios
- Functions – contains blocks which can be used to set and extract values from records
- Logic – contains blocks to compare values and build conditional logic
- Values – contains blocks with text, number and boolean values
- Fields – contains blocks to get field values and names
When a rule is set up, it can be designated as a “Default” rule in your organization by clicking the Set Default button. Any rule that is set as the default will be applied automatically in the Trimmr review window for manual merges. For Mass Merges users will be able to select any of the existing rules from a drop down list.
Watch our expert Sarah is taking a deeper dive into the merge rules and giving some examples.
What’s Coming in the Next Release?
These are the highlights of the October update, a full list of updates, improvements and fixes is available here.
Here’s what you can expect next in DataGroomr:
- Create machine learning algorithms that are customized to your own data
- Configureable Data Health Reports for your organization
Make sure to let us know which features you’d like to see next or vote on the Ideas Exchange portal.
As always, we would like to remind you that we offer a free 14-day trial of DataGroomr. Simply click the ‘free trial’ button in the top right-hand corner and log in using your Salesforce credentials. There is no setup required and you can get a handle on the duplicate management of your data right away.
Happy DataGrooming, Trailblazers!