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
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.
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
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.
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.
posted by Mark Esdale @ 4:26 PM,
DemandTools Userwide
Tuesday, October 02, 2007
posted by Mark Esdale @ 4:19 PM,
CRMfusion Named Apex Developer of the Year
posted by Mark Esdale @ 2:21 PM,
Great Story about our Company and DupeBlocker
Friday, May 04, 2007
Labels: crmfusion, dupeblocker
posted by Mark Esdale @ 1:37 PM,
