Our latest release is highlighted by a big enhancement to the import functionality that will allow users to import (or copy) data from one dataset to another. This opens up many new use cases, including migration and enrichment of data.
But we didn’t stop there… In September, a new “Triggers” feature has been added to run automated verification and transformation when records are created or modified in a Salesforce Object.
Read on to discover the highlights and, as always, you can find a detailed list of all our updates and fixes on the DataGroomr Support Portal.
Keep in mind that many of the updates we make were driven by requests submitted to the Ideas Exchange portal. So, keep them coming.
Copy or Enrich Data Between Salesforce Objects
For those not familiar with DataGroomr’s Importr module, here’s a quick overview: Importr allows users to load CSV files and compare them to existing Salesforce data and identify duplicates. Complete new records can then be imported into a Salesforce object and duplicate CSV records can be used to enrich duplicate Salesforce records with missing or new information.
Our new enhancement extends this functionality to data that already exists in Salesforce.
Brushr module allows users to create and run Transformation and Verification on specified fields in a dataset. Triggers expand that functionality to automatically initiate that in real-time when a record is created or updated inside Salesforce.
This allows administrators to fully automate these processes from DataGroomr.
You can learn more about this functionality here.
Display when dataset was last analyzed.
Users can easily see when a dataset was last analyzed when reviewing duplicates.
Preserving all roles when merging two contacts.
DataGroomr will now automatically preserve all contact roles when merging contacts under one account.
Change the order of Transform Rules
When defining transform rules, users can establish a dependency between different fields. For example, “If Field 1 = X, change Field 2 to Y”. When such dependencies exist, it is important to control the order in which rules execute. This capability has been added to Brushr Dataset>Transform configuration.
Ability to create and run Transform rules on Reference fields.
This enhancement allows users to create Transform rules for reference fields such as Owner ID, Account ID, etc. This is useful when there is a need to reassign these referenced records in bulk.
During verifications users have been able to select a setting to apply any suggestions (for e-mail and mailing addresses). This setting can be now selected in the Brushr Dataset>Verify configuration.
As we mentioned earlier, a major enhancement to Importr is the ability to import and enrich data from one Salesforce object to another. There was also a minor enhancement to the Importr Datasets display. It now shows the number of unmatched, matched and total records, as well as when the data was last analyzed.
This release includes many enhancements to the Schedulr modulr, highlighted by the introduction of verify/transform triggers. You will now find a new Triggers section (and a separate Jobs section) displayed under Schedulr.
Users will be able to create, manage and remove triggers from within this section. You can learn more about all the functionality here.
Mass Import Job
Along with the new Copy/Enrich feature, we have added a job to automate this activity. Users can schedule Mass Import jobs to automatically copy (import) new data from one dataset to another.
Mass Verify Job
Users now also have the option to run verifications periodically. Along with triggers this further automates the verification process.
This release includes many minor enhancements but let’s start off with one that seemed to catch a few users off guard. We have renamed the Matching Models Section to Objects/Matching.
The reasons for this will become apparent in future releases but rest assured that the ability to create matching models is still contained in this section.
Transform Rules Compatible Objects
For safety and convenience, transform rules now keep track of objects they are compatible with. When viewing the Transform Rules section, you will find a new column displaying compatible objects for that rule. As well when working inside the Transform Rules Editor, compatible objects are displayed for the user.
What’s Coming in the Next Release?
We are working on some exciting enhancements to duplicate detection, triggers and overall interface. Please follow these release announcements and as always, we appreciate your feedback.
If there are other features that are important to you, we invite you to submit them to the Ideas Exchange portal or vote on existing features already there.
As always, we would like to remind you that we offer a free, 14-day trial of DataGroomr. Please feel free to forward this article to your Trailblazer colleagues. They can start the Free Trial by logging in with their Salesforce credentials. There is no setup required and, as you know, you can get a handle on the duplicate management of your data right away!
Happy DataGrooming, Trailblazers!