No More Missing Leading Zeros in New England Zip Codes
Wednesday, July 31, 2013
Since DemandTools allows you to use excel files as input in MassEffect, you never have to lose a leading zero for New England zip codes again. By formatting the zip code column in your spreadsheet as "Text" you will retain the leading zero. Now the field will be read as a straight text field and the data will be entered as is (vs. being interpreted as a number which will strip the leading zero).
Already have records in Salesforce that are missing the leading zero? Use the pre-built scenario in DemandTools which allows you to easily correct any New England zip codes with missing leading zeros.
For Example:
ZipCodeClean(StringValue): Takes a zipcode, strips out all non-numeric characters, then checks to see if it is less than 5 digits, and if so, adds a leading zero to it. The primary purpose is to fix zip codes where the leading zero was truncated on import.
Example: ZipCodeClean({billingpostalcode}), input: 2043, result: 02043
Note: This is JUST for US zip codes, will cause unwanted results for Canadian and international zips codes. To find US zip code
that are missing the leading zero, you could use conditions where the
states equal the New England states that typically have a leading zero,
and then add another condition where the zip code does not start with
"0".
posted by A Miller @ 1:52 PM,
Webinar - Sneak Peek at DupeBlocker 3
Wednesday, July 24, 2013
Join us for a sneak peek at the new DupeBlocker 3 on Tuesday, July 30th at 1 to 2pm PDT/ 4 to 5pm EDT. This informative webinar will highlight the new features and functionality of DupeBlocker 3. Register here.
This informational webinar is designed for existing DupeBlocker 2 customers as the focus will be on the NEW features. If you are looking for a public training course on DupeBlocker, please refer to the DupeBlocker Today page here.
Building on the success and technology of DupeBlocker 2, this newest version takes real-time de duplication a step further allowing for new features such as Dual Filters, ALL object de duplication, new Merge/Convert screens and much, much more.
posted by A Miller @ 3:15 PM,
CRMfusion is proud to introduce DupeBlocker 3 BETA
Monday, July 22, 2013
Please join us in being one of the
first to beta DupeBlocker 3. DupeBlocker 3 is new and improved and builds on
the great features and technology foundation of DupeBlocker 2. As in previous
versions, DupeBlocker 3 allows you to implement quickly, right out of the box,
as well as customize to your specific business needs.
Highlights in this new release
include:
- Support for ALL Objects: Detect and Merge Duplicates
- Can now detect/merge Opportunities or any other standard object
- Also works with custom object
- Dual Filters
- Separate object level filters can now be created! One for the record being inserted/updated and one to specify which records to match to
- Ability to show all potential dupes on the page layout
- Ability to "Bypass" Duplicate Detection and Insert Duplicate
- All new Merge/Convert Screens
- Ability to Export and Re-Import Settings and Scenarios
- DupeBlocker can now be "copied" from one instance to another
And so much more! For a full list of
features please see the release notes.
Below is the link to install the
customer beta. Since this is a beta release we highly recommend you ONLY
install and test this version in a Salesforce Sandbox. Existing DupeBlocker 2 installations can be
easily upgraded to DupeBlocker 3 so you will not have to start over to begin
testing! Be sure to rebuild the
DupeBlocker 3 keys AFTER the upgrade.
posted by A Miller @ 2:22 PM,
Use Single Table Dedupe’s grouping / field update capabilities to identify Parent/Child relationships among Accounts
Monday, July 08, 2013
Single Table Dedupe is a very powerful grouping tool as well as a deduper!
- Set up a scenario to find Account dupes based on name alone
- Include the Account ID and Parent ID field in the list of "Fields to Show", along with any other fields that will help determine which record should be the parent (e.g. Type, Account Site etc.)
- In the grid of found matches it will display all Accounts that have the same name (or similar names if you used the "Cleaned Account Name" mapping type)
- Determine which record should be the Parent Account
- Right click on the Parent Account ID field for the first record in the group and select "Update Group Rows"
- Type the Account ID from the Parent Account record in this field, and click update value. Remember the ID’s are case sensitive.
- If there is a particular record(s) in a dupe group you don’t want to have the Parent ID, just right click on the Parent ID field for that record select "Update Record" and set the field back to blank.
- NOTE: The updates are processed in real-time, THERE IS NO NEED TO (nor would you want to) SELECT "MERGE CHECKED OBJECTS" TO POST THE CHANGES. Just exit out of Single Table DeDuper when done.
posted by A Miller @ 12:28 PM,
Update Contact Addresses to match the Account Address with MassImpact
Tuesday, July 02, 2013
Do you have an Account that’s moved and need an easy way to update the addresses of the Contacts that are linked to that Account? Use MassImpact’s multi-table join capability to update the Contacts Mailing Address fields with the associated Account Billing Address fields using the Account ID (MassImpact allows you to set the value of a field equal to the value of another field – even fields in related tables). This can also be generically for all Contacts, or just where the Mailing Address fields are blank and the Billing Address fields are populated. Use "Address Verification" to verify just the Account addresses and then easily update the Contact addresses to match the verified Account addresses.
posted by A Miller @ 10:23 AM,
