September brings many major improvements, including mailing address verifications, role-based permissions and – probably one of the most requested features — an ability to undo merges. Let’s dive right in.
No matter how diligent you are with cleansing your Salesforce, mistakes do happen and merging records is permanent and cannot be undone. It brings a lot of anxiety and believe me, you are not alone. Have you ever found yourself frantically looking for an undo button after realizing that you’ve made a mistake in merge?
Having a complete backup of your Salesforce data would be a solution but it comes with its own limitations such as data privacy concerns, not to mention the high costs associated with it. DataGroomr’s solution is simple, secure and effective.
Duplicates that were deleted after a merge are stored in Salesforce recycle bin for up to 30 days; however, simply restoring a record from the Recycle Bin won’t reinstate relations to the child objects which were reparented to a master record. DataGroomr addresses exactly that by storing IDs of all related objects that were moved during merge and, as we only store IDs, there are no security or privacy concerns – these IDs are meaningless by itself.
Undo function is available in Auditr in the Log Browser as well as from a new Recyle Bin page. You’ll be able to see how many records were reparented. By clicking the Restore button, a record is undeleted and related objects are reparented.
Note: DataGroomr does not store your data, so any modifications to master record fields will not be rolled back (just yet!). Stay tuned for more exciting features to be released soon.
Mailing Address Verification and Suggestion
Data verification suite now includes the capability to verify mailing addresses (in addition to phone numbers and emails). Simply add an address field to your dataset and it’s ready for verification. This feature is available with any dataset in Brushr, Trimmr or Importr modules.
DataGroomr integrates with official postal authority and aggregates data from multiple mapping and geospatial data sources for 250 countries and territories. We cross reference address data from sources such as Royal Mail, USPS, Canada Post to provide the most accurate global address data. Upon verification DataGroomr provides suggestions for misspelled, invalid or incomplete addresses.
To bring up suggestion click on the Suggestion label and the following dialog will appear.
Delegation of responsibilities just got a little bit easier with DataGroomr. An organization owner can now create and assign roles to team members. To use this feature, navigate to Manage Roles from the top menu.
Let’s say that you need to limit some user to just deduplication. To accomplish this create a role that only grants access to Trimmr and Importr.
Simply assign a role to the desired user(s) when done.
Transform rules have been significantly extended to allow for more complicated scenarios. The following blocks are now available in the Rules Designer:
- Change text case (UPPERCASE, lowercase and Proper Case)
- Format phone number (E164, International, National or RFC3966). Automatically detects Country based on a record
- Format country (Full Name, Abbreviate to 2 letters or 3 letters)
- Format state (Full Name or Abbreviate to 2 letters). Automatically detects Country based on a record
- Format URL (Strip protocol, change to HTTP or HTTPS, strip www, strip trailing slash, strip hash)
- If/Else Do
- Compare value (equals, not equal to, less than, greater than, less or equal, greater or equal, contains, does not contain)
- Is empty
- Boolean (True/False)
- Set field value to (assigns a value to the field the rule is applied to)
- Field value (returns a value of the field the rule is applied to)
- Specified field value (returns a value of the selected field)
Building flexible data maintenance scenarios in the Rules Designer is as simple as drag and drop. For example, you can ensure that all Canadian provinces are formatted as two-letter codes.
Transform rules can now be applied to the Importr datasets. This means that you can standardize and normalize your data before importing to Salesforce. Both individual and bulk transformation are available.
You can also schedule transform rules execution in Schedulr so maintaining your Salesforce data hygiene just got easier.
In all modules records selection has been made persistent meaning you may merge records from multiple groups and pages.
Matching model may now be trained against a CSV dataset from Importr. This is useful when there is not enough training data in your Salesforce org.
You may now upload a CSV file and import it to Salesforce without going through analysis.
What’s coming in the next release?
Here’s what you can expect next in DataGroomr:
- API integration
- Backup and restore
We appreciate your feedback and 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!