CRMfusion Inc. | Support Home | DemandTools | PeopleImport | DupeBlocker | Team Technical Blog |

 



Important DupeBlocker Summer '13 Upgrade Available
Friday, June 21, 2013


We are pleased to notify you that the DupeBlocker upgrade to address the Summer ’13 critical update “Apex addError Method Default Behavior Change” is now available and posted on the Salesforce AppExchange.

After installing the upgrade you can safely activate the critical update with no adverse effect on DupeBlocker functionality.
Please use the direct links below to install the latest release, 2.27.27, or access it via the AppExchange:


Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t80000000pYkV


Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t80000000pYkV


This is a simple upgrade, no need to uninstall the existing version of DupeBlocker. If you are currently running the previous production release, 2.27.24, you will NOT need to rebuild the DupeBlocker keys after the upgrade. If you are running an earlier version, then the keys will need to be rebuilt as per the standard upgrade instructions, please see the link for those instructions below:

http://help.dupeblocker.com/dupeblocker%202/default.aspx?pageid=Upgrading_to_a_Newer_Version_(2_X_to_2_X)

posted by A Miller @ 11:34 AM,




An easy way to identify Accounts with no Opportunities!
Wednesday, June 19, 2013

In Salesforce it’s easy to find Accounts that have Opportunities, but there is not a good way to find Accounts WITHOUT Opportunities. Using MassImpact and "Object Count" this is very easy to do:
  1. Create a custom field in Salesforce to track the number of Opportunities on an Account (e.g. Opp_count)
  2. Use the MassImpact "Object Count" feature in the Set Value step to add up the Opportunities in an Account and populate this value in the custom field on the Account record
  3. Use MassEffect export function to export the Accounts where the Opp_count equals "0"
NOTE: This process can be repeated for ANY sub-object on the Account table (or any other table for that matter)! Since this count is static (will not automatically increment the count whenever a new Opportunity is created), you can also add another custom (date) field Opp_count_lastupdated, and set this to the current date (using our custom formula "today()") to track the last time this value was updated. Save your scenario and then run on a regular basis to keep this field up-to-date.

posted by A Miller @ 10:31 AM,




Demand Tools Tips & Tricks - Concatenating multiple lines of address data
Thursday, June 13, 2013

Concatenating multiple lines of address data so that when inserted they will appear on multiple lines just as if they were entered directly via the Salesforce user interface

Do you have AddressLine1 and AddresLine2 in two columns on your input spreadsheet, and want to insert both into Salesforce? When inserting via the API (DT and/or PI) there is only one street address line to map to; whereas in Salesforce multiple lines of street address appear on separate lines. You can insert your data to match the Salesforce format by concatenating the fields in your spreadsheet separated by a carriage return.
  1. Create a new column in your spreadsheet for the full street address
  2. Type the following formula in the first cell in the new column =A1&char(10)&B1 (assumes AddressLine1 and AddressLine2 are in A1 and B1 respectively, adjust the formula based on your columns)
  3. Now cut and paste the formula down all the rows of data
  4. Lastly, do a copy and paste special (values) over the new column, so that the actual values are in the column vs. the formula
  5. Map this concatenated address into the appropriate street address of your table

posted by A Miller @ 2:42 PM,




DemandTools Tips & Tricks - The Power of "Right Click"
Tuesday, June 04, 2013

There are many places within DemandTools where "right clicking" with your mouse will provide additional options:


  • In Where Conditions, right click on a list of picklist values to "Add a Value": This can be used when you need to update a value that is not currently in the picklist and change it to a valid picklist value. The value is added just for the purpose of selection and will not add the value to the actual picklist in Salesforce. 
  • In Where Conditions, right click on a list of picklist values to "Filter List": Subset a long picklist based on a string to quickly find the value(s) you need.
  • MassImpact Results: In the grid that displays the records to be updated, you can now group the results by a particular field. Once grouped, right click on a particular group name and check or uncheck the entire group to indicate if the group should be processed.
  • MassEffect: Right click on a table name to "Export Data" or "Auto-Map Fields"
  • MassEffect: Right click on a field name to "Add Constant" or "Set as Key" (change to the unique key)
  • MassEffect: Right click on a "Blue" mapped field to access individual update options and/or remove mapping.
  • Single Table Dedupe Found Matches: In the grid that displays the found matches, right click on a duplicate key to access "Custom Merge" capabilities, and other individual merging options (e.g. merge group, apply rules etc.).
  • Single Table Dedupe Found Matches: In the grid that displays the found matches, right click on a particular field to "Update Fields" or "Update Group Rows". This option allows you to perform a real-time update to a particular field or groups of fields. Updates will be processed even if no records are merged.

    • Labels: , , ,

    posted by A Miller @ 12:19 PM,