It may have been months since we shared updates to DataGroomr, but don’t let that fool you. We have been busy pushing out new features every month. Read on to discover the highlights.
A detailed list of all updates and fixes can be found here:
Keep in mind that many of the updates we make are driven by requests submitted to the Ideas Exchange portal. So, keep them coming.
Dashboard Updates
The main goal at DataGroomr is to help customers improve their overall Salesforce data quality. But in order to see the improvement, you must measure it. In that spirit, we have added two new widgets to the dashboard. Similar to the Duplicate widgets, these show both a snapshot and historical information about your organization’s data quality.
Trimmr Enhancements
As usual, our main deduplication module gets the benefit of some handy improvements.
Dataset Grouping under Record Type
We have noticed that customers have taken advantage of creating multiple Trimmr datasets to analyze duplicates. That can be really useful to isolate duplicates, but if you have many of these, they tend to clutter the interface.
As a result, we are now grouping datasets under their root record.
Automatically Create Datasets
We are proud of our application’s ability to get you results without any configuration or setup. In that spirit, we are automatically adding a could datasets based on your Salesforce org.
- Leads in Contacts – this dataset will automatically analyze your Leads records against existing Contact records.
- Person Account Dataset – some subscriptions take advantage of Person Accounts, which combine Contact and Account record types into one. We now automatically create this dataset with these subscriptions.
Importr Enhancements
Besides a few performance optimizations, there is one notable feature that has been added to this module.
Use Importr for Mass Updates
Some customers have inquired about an ability to edit Salesforce data in an external application like Microsoft Excel and then apply these updates back to Salesforce. We have now added this capability to Importr.
After exporting your data (which can be done either in Brushr or Salesforce) to a CSV and making changes, you can upload this file into Importr. The app will automatically find the matched records in Salesforce using the record ID.
You can then run the Mass Update using the Update all fields with values from CSV rule or design your own!
Brushr Enhancements
We made many requested improvements to the Verification feature in Brushr.
Transfer/Sync Verification Results to Salesforce
For quite some time, Brushr users have had the ability to verify emails, phone numbers and addresses individually or in bulk. However, for users accessing this data in Salesforce, there was no indication of which values were verified and which were not.
Now when you configure fields in the (Brushr dataset) Verify tab, you can also select fields in Salesforce that will be updated with various verification information. You can learn more about the Verify tab and other configuration here.
Force Reverification
Another interesting request was to allow admins to reverify data even if it was verified before. This often happens when a verification was done a long time ago and may be outdated. Keep in mind that by default Brushr will not reverify records if they have been verified before.
As you can see below, we have added a dialogue box to force reverification.
Auto Apply Verification Suggestions
Finally, if you have taken advantage of the verification feature, you may have noticed that some verifications return with a “suggestion”. This means that we were unable to fully or partially verify the data, but we have found an alternative that may be correct. You could always apply these suggestions individually, but now you can apply them en masse.
Click on the extended menu on the column and select Apply Suggestions.
In addition, you can turn on Auto Apply Suggestion option for emails and mailing addresses immediately after verification. Enable this feature and DataGroomr will do the rest.
Other updates
We have added new notification in DataGroomr message bar. This area will be used to communicate important subscription information to users.
In Trimmr,
- Display fields used in OOB models.
In Brushr,
- You can now edit values in multiple records at once in the Review dialogue
In Importr,
- Add a campaign to individual record imports
- Specify campaign status when assigning a campaign during import.
- Run a transform rule on individually selected records
In Supervisr,
- Merge and transform rules can now be cloned to allow for easier creation of new rules
What’s coming in the next release?
Over the next few months, we will be working on some performance improvements and a way to extend DataGroomr into your Salesforce environment. Keep an eye out for monthly updates.
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!
