Release Notes

October ’20 Release: What’s New in DataGroomr?

By November 4, 2020 No Comments

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”.

Merge Rules in Supervisr

Rules designer is in many ways similar to the master record selection rule, but adds additional capabilities.

Field value rules designer

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.

Mass merge rules selection

Deeper dive

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!

Ben Novoselsky

About Ben Novoselsky

Ben Novoselsky, DataGroomr Co-Founder, is a hands-on software architect involved in the design and implementation of distributed systems, with over 19 years of experience. He is the author of multiple publications about the design of the distributed databases. Ben holds a Ph.D. in Computer Science from St.Petersburg State University.