More people started to come back to work in September, and we at DataGroomr are getting even more requests for new features. As we plan our roadmap, we follow what our customers tell us. If you haven’t done it yet, go ahead and share your feedback or request a feature on the DataGroomr’s Ideas Exchange.
The long awaited master record selection rule is the first feature made available in the Supervisr module. Also Trimmr and Importr got a few enhancements, so let’s dive right in.
Master record selection rule
Being a software engineer by trade, I always wanted to help my children learn code and to share my passion for building computer algorithms. But quite often, we do learn things from our kids as well. Inspired by the researchers from MIT who built Scratch, a tool for block-based visual programming language to teach children code, we’ve designed DataGroomr visual rule editor to be simple and easy to use yet powerful and flexible.
Supervisr’s rules section is available from the homepage dashboard as well as from the left menu.
By default, there are three standard rules available:
- Most relevant – the record with the highest score in the group
- Most recently modified – the record with the newest Last Modified Date in the group
- Oldest – the record with the earliest Created Date in the group
Adding a new rule is quite simple:
When a rule is set up, it can be designated as a default rule in your organization by clicking the Set Default button. Default rule is going to be automatically applied when you open a group for a manual review in Trimmr, but you will still be able to select different master records manually, if needed. Also the default rule will be preselected on the Mass Merge dialog, but all other rules compatible with the corresponding dataset will be available for selection.
Picklist and Lookup fields inline editing
In addition to being able to copy any field from another record in a group, we’ve added inline editors for the picklists, multi-picklist, and lookup Salesforce fields. They may come in handy, for example, if you know the data needs to be corrected or you want to manually change the Owner of the record without going to Salesforce.
The inline editor is available in both Trimmr and Importr.
Advanced dataset filters
In case you need more sophisticated data filter criteria in datasets, we’ve added an option to put in Salesforce query expression. The advanced filter allows you to enter any valid SOQL WHERE clause following Salesforce condition expression syntax.
What’s Coming in the Next Release?
These are the highlights of the September update, a full list of updates, improvements and fixes is available here.
Here’s what you can expect next in DataGroomr:
- Custom field values selection rules
- Ability to create your own machine learning algorithm
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 fall, y’all!