Important DupeBlocker Notification regarding upcoming Summer '13 Release
Monday, May 13, 2013
Please note an upcoming change in the Salesforce Summer '13 release could affect the current version of DupeBlocker. This change will effect most DupeBlocker customers as it effects anyone using DupeBlocker's “Do Not Insert”, “Do Not Update”, or “Redirect to Existing” action calls after duplicate detection.
The background of the issue is that prior to Summer ’13, Salesforce allowed the ability to escape HTML code in error messages. In Summer ’13 there is a critical update that the administrator has the option to activate which will disable this capability. As a result the Redirect to Existing functionality will no longer work at all, and the error message displayed by DupeBlocker when a duplicate is blocked via “Do Not Insert/Update” will render the full HTML code as text in the user interface.
Duplicates will still be blocked, but the error message defined in the scenario will not be displayed properly.
Example current message:
Error: Invalid Data.
Review all error messages below to correct your data.
Potential duplicate Lead found with a similar name and the same e-mail address. Duplicate: John Smith
Review all error messages below to correct your data.
Potential duplicate Lead found with a similar name and the same e-mail address. Duplicate: John Smith
Summer ’13 message (note: only the first few lines are displayed):
Error: Invalid Data.
Review all error messages below to correct your data.
<script type="text/javascript"> <!-- var appendParam = ""; if ( document.location.href.toLowerCase().indexOf( "?isdtp=" ) >= 0 ||
Review all error messages below to correct your data.
<script type="text/javascript"> <!-- var appendParam = ""; if ( document.location.href.toLowerCase().indexOf( "?isdtp=" ) >= 0 ||
We will be updating DupeBlocker to accommodate this change, but unfortunately will not be able to begin work on the upgrade until our own Developer Edition instance is upgraded to Summer ‘13 - which could be the same day or after certain customer environments could have possibly already applied the critical update. We anticipate having a DupeBlocker upgrade available approximately one week after our development instances are upgraded and we will notify all customers at that time suggesting that they install the upgrade.
To avoid any changes in DupeBlocker behavior after your Salesforce instance has been upgraded to Summer ‘13, we highly recommend that admins DO NOT apply the critical update until our DupeBlocker upgrade is available. Please keep in mind that critical updates can also be disabled, therefore, if it is applied by an administrator that is unaware of the implications to DupeBlocker it can subsequently be disabled.
All customers WILL eventually need to upgrade their DupeBlocker application though, as at some point Salesforce will apply the critical update to all instances by default.
Please contact our support department via support@crmfusion.com , if you have any questions.
posted by A Miller @ 4:12 PM,
DupeBlocker 3 - Screen shots leaked ...
Tuesday, August 14, 2012
We hope everyone is having a great summer season. as normal
there are a lot of new developments taking place around CRMfusion.
One of the most anticipated new releases coming out for Dreamforce this year is of course DupeBlocker 3.
DupeBlocker 3 has a huge feature list, here are some of the
screenshots coming out of development.
This screenshot shows an OPPORTUNITY scenario deployed in DupeBlocker 3. Of course one of the biggest new features for DupeBlocker 3 is it's ability to detect duplicates on all Salesforce objects (yes even including custom ones!)
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| DupeBlocker 3 allows for Real time deduplication of ANY object in Salesforce |
This screenshot shows an OPPORTUNITY scenario deployed in DupeBlocker 3. Of course one of the biggest new features for DupeBlocker 3 is it's ability to detect duplicates on all Salesforce objects (yes even including custom ones!)
Also notice in the above scenario the new dual filter function in DupeBlocker 3. Now you can specify what incoming objects get compared against which existing objects with full control.
 |
| The new Lead convert tool inside DupeBlocker 3 |
 |
| The new Merge tool inside DupeBlocker 3 |
Notice how in the above two screenshots showing the new merge and convert tools that DupeBlocker 3 no longer requires Adobe Flash.
No problem now with DupeBlocker and your Ipad.
Everything has been converted into native visualforce pages.
No problem now with DupeBlocker and your Ipad.
Everything has been converted into native visualforce pages.
More to come in the next few weeks as release nears........
posted by Mark Esdale @ 3:31 PM,
Saving and loading all settings in DemandTools
Friday, February 11, 2011
It is always a challenge when you are using DemandTools for multiple organizations or between sandboxes as you constantly need to change logins, pwds, endpoints, paths, etc.
To simplify we are going to be introducing profiles to DemandTools. A profile is all of your options, login, endpoint, etc saved in a file that can be loaded at startup. You could create a profile for each client or one for each sandbox and simply feed the profile file as an argument to DemandTools when you start the program (or call from batch)
If you would like to test it out it is available in the current production build as a hidden feature. Just email me at glenn.wilson@crmfusion.com and I'll tell you how to save and load the profiles.
posted by Glenn Wilson @ 11:49 AM,
Data Quality for Beginners
Monday, December 20, 2010
Our breakout session for "Data Quality for Beginners" is now up on YouTube. The session covers some of the basics of data quality for Salesforce and give brief demonstrations of DupeBlocker, PeopleImport and DemandTools,
You can see the demonstration here
GlennW
posted by Glenn Wilson @ 10:38 AM,
DemandTools 2.3 Release Candidate Available
Thursday, August 12, 2010
DemandTools 2.3 is now available as a release candidate. It includes an improved Find ID's module and the Single Table Dedupe module is now twice as fast.
You can check out what's new in this release Here and download the DemandTools setup files Here.
We've done a lot of work to make sure this is a solid bug free release but would appreciate your help in testing it out on your Salesforce Org to make sure we haven't missed any small details.
GlennW
posted by Glenn Wilson @ 12:26 PM,
Release Candidate of PeopleImport 2.0 Available
Monday, January 18, 2010
We've released the latest version of PeopleImport as a release candidate so feel free to download and test it out. It has several new features but the most important is the significant speed increase and it's ability to handle large data imports and compare it to large amounts of Salesforce data.
For more information check out the whats new section on our help documentation site at: http://help.crmfusion.com/peopleimport/page.aspx?pageid=new_features_in_peopleimport_21
posted by Glenn Wilson @ 9:45 AM,
DupeBlocker doing its job .....
Thursday, September 24, 2009
I thought I would share the dashboards from our real production Org showing DupeBlocker stopping about 400 dupes in the last couple of months from entering the system.
Click the image for a larger view.
posted by Mark Esdale @ 2:47 PM,
Migrating to Salesforce - Clean Now or Later?
Monday, July 27, 2009
I was just talking to a larger sized prospect moving from Onyx CRM to Salesforce. They had a question that we get often here at CRMfusion Inc. but I have never got around to putting my thoughts on paper about it.
During a migration to Salesforce should I clean (particularly deduplicate) before I load the data into Salesforce or after?
Most organizations assume to clean before, initially.
Although we have tools that could aid in finding duplicates in non Salesforce systems (check out EzDeDupe) our recommendation to clients has always been to migrate the data BEFORE cleansing and then after data table migration use DemandTools to find the duplicates and MERGE them using the Salesforce data centers natural merge capabilities (a hard wired merge that is perfect)
My top three reasons for this are as follows:
1) Pre-cleaning sounds all fine and dandy but in what environment are you going to do it in? You will need to introduce a "middle ground" database, maybe SQL or whatever but you still are introducing a 3rd system.
2) Migrating the data in its current form will allow you to easily verify record counts that were migrated and possibly even run parallel for a time while you ensure migration is complete and accurate.
3) If you merge records in the middle ground database you have to remember the multi-table structure and how to put all the sub-objects in the right place, not a simple task even for an experienced DBA.
Take advantage of the infrastructure that the data center provides for you, merging is a very important feature.
Hope everyone is having a good summer.
Mark
posted by Mark Esdale @ 3:26 PM,
A useful scheduling tool
Wednesday, June 03, 2009
We've recently made some changes to DemandTools to improve it's ability to be scheduled. The one thing that is missing is a good and easy to use scheduling tool. The one that ships with Windows is good but you'll find it changes with each release of Windows and has some limitations.
A company called Splinterware provides a great tool and the cost is only $30 (well worth it). You can download it from here.
You'll also want to download and install the latest version of the DemandTools that includes the improvements for scheduling from here DemandTools2234.zip
posted by Glenn Wilson @ 4:46 PM,
Manipulating Text in Excel
Tuesday, May 26, 2009
A great article talking about advanced text manipulation in Excel. handy to bookmark.
http://www.pcmag.com/article2/0,2817,2347462,00.asp
posted by Mark Esdale @ 12:42 PM,
New DemandTools Version Released to Production
Wednesday, January 14, 2009
DemandTools 2.2 PRODUCTION Release
The newest major revision of DemandTools is ready for production use. Customers are recommended to upgrade at their earliest convenience. Download DemandTools 2.2
** IMPORTANT ** To protect your existing DemandTools scenarios please Read the Upgrade Letter First!
posted by Mark Esdale @ 1:05 PM,
Too long ....
Thursday, October 23, 2008
Wow ... now with 4 different blog sites or so ( between this one, and DemandTools today, PeopleImport today, DupeBlocker today) this blog is long overdue for a new post.
Of couse major things have happened since last posting.
DupeBlocker fully released on the AppExchange, both a Record Type and non-Record type version for UE, EE and DE Orgs. PE should be before christmas (fingers crossed)
DemandTools has a new beta (available from the home page (soon to be a new prod version)) features the new Reassign Ownership module and the new (really fancy!) multi-table cababilities in the single table deduper.
EzDeDupe is launched and ready for evaluation at www.crmfusion.com/EzDeDupe
PeopleImport is "in the shop" for some tweaks before Dreamforce. On that subject CRMfusion is a gold sponsor and in Booth #624.
Happy Autumn everyone.
The CRMfusion team.
posted by Mark Esdale @ 8:45 PM,
2 New CRMfusion Products Reach beta 2 Milestone
Tuesday, June 10, 2008
The CRMfusion Technical team is proud to announce that our two newest products, DupeBlocker for Salesforce and EzDeDupe for Windows are now available for full customer testing.
Please visit their respective product pages at www.crmfusion.com for more information.
posted by Mark Esdale @ 4:12 PM,
EzDeDupe Screen Shots Leak
Monday, December 17, 2007
As many people know, we have been hard at work developing a new product called EzDeDupe. EDD as we like to call it internally will be a generic database/datasource deduplication tool. Here are some early screenshots cohersed from dev :)
Loading data sources, supported are XLS, MDB, CSV and UDL database connectors (UDL is the grown up version of ODBC and everything ODBCable is automatically UDLable.)Through UDL Oracle, SQL, Informix, DB2 etc are all available as standard connections.
This screen shot shows a couple of key EDD features, the data sources being mappped into the main database and colour coded for visual reference. Also shown at the bottom is the pop up window with the column data checking routines build in.
EDD allows for an unlimited number of data sources to be mapped to the common database and then deduped as a group.
You can use any field in the table as deduplication criteria.
After selecting deduplication criteria and data matching algorithms to use, EzDeDupe will display a list of the found duplicates. The color coding helps you to know what data source they originated in.
From here EDD will present a variety of different merge operations to consolidate the data.
Beta program will definetly start in Q1 2008 and will be 100% free!
Stay tuned for more information.
posted by Mark Esdale @ 4:26 PM,
DemandTools Userwide
Tuesday, October 02, 2007
An interesting view of DemandTools customer locations around the world in both of these two pics. we generated the maps using Arrowpointe maps (found on AppExchange)
Its a great mapping product that links directly to salesforce.com
Obviously most of our customer base is in North America but you can see the European side really started to fill in as well. Did you know that more than 1000 Salesforce customers rely on DemandTools for their data quality requirements with Salesforce?
posted by Mark Esdale @ 4:19 PM,
