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CRMfusion Product Updates - Summer 2009

Dear {!Contact.FirstName},

On behalf of the entire staff at CRMfusion Inc. we want to extend our best wishes to everyone for a great summer. Here is a quick product update to catch you up on the three primary Salesforce tools that we develop.

Many thanks

The CRMfusion Inc. Team

 

The Salesforce Administrators Data Quality Toolkit
DemandTools 2.2 PRODUCTION Release - Have you Upgraded yet?

The newest major revision of DemandTools is ready for full blown production use. Customers are recommended to upgrade to DemandTools 2.2 at their earliest convenience. Visit the DemandTools Download Page

** IMPORTANT ** To protect your existing DemandTools scenarios please Read the Upgrade Letter First!

New features in DemandTools 2.2 include the following:

Brand New Module: Reassign Ownership! This new module is designed to replace the limited “Account Transfer” capabilities currently in MassChange which allowed the transfer of not only the Accounts but their related sub-objects. In this new module ANY OBJECT in Salesforce can be reassigned along with its related sub-objects. Also, in addition to providing conditions for choosing which objects should be reassigned, a file of object ID’s or other keys can also be read in for reassignment. Unlike using MassEffect (or the Apex Data Loader) to make this change, there are now options to reassign the related sub-objects at the same time. The ability to create tasks on the primary object detailing the changes that were made to the sub-objects as a result of the reassignment is also included!

ReassignOwner moving Accounts and related sub-objects to a distribution of people
(click for larger)


Single Table Deduplication Module now has Multi-table join capabilities as well as some new features!

Multi-table join is now available when selecting “Fields to Show on found duplicates”, using where conditions to specify which objects to search, adding mapping conditions (fields to match on), and creating master rules. There was also the following improvements on the found duplicates grid screen.

  • Color coding for easy identification of Active/Inactive/Queue owners

  • Option to “Export Grid Data” to a formatted xls file (will look just like the grid). Raw data file option still available as well

  • Grid Display Options: New dropdown includes “Show All”, “Show Checked” or “Show Unchecked”, and new checkbox option to “Show grid horizontal scroll”

  • Count of “checked” items now displayed along with the x total number of objects in X groups, i.e. 4000 objects in 1800 groups (12 selected)

  • A count of total merged objects is reported to the user interface and tracked in the log file when merging is complete, i.e. “Deduplication by group is complete and 6 Lead objects were merged into 2 Lead’s”

Support for Excel 2007 files (xlsx)
Excel 2007 files can now be read directly into MassEffect and “Default Restore File Extension” in DemandTools Options can now be set to xlsx.
When specifying input files for MassEffect, FindId’s and Reassign Ownership, no longer have to specify the file type.

New General Settings in DemandTools Options
Create tasks for batch processes: Uncheck this box if no tasks should be created for batch/scheduled jobs.
Send User emails for New/Update Tasks or Leads with assignment rules: Check this box if you want emails to be generated when adding/updating Tasks via MassEffect or inserting new Leads and assigning via a Salesforce Lead Assignment rule.

Microsoft Windows Vista and Windows 7 compatibility

Download DemandTools 2.2 Today!

 

Prevent New Duplicates in
Real-Time -
100% Salesforce Native


New Version - DupeBlocker 2 - Released to the AppExchange - Available NOW!


A Sample DupeBlocker Scenario showing
Automatic Web to Lead Merging
(click for larger)

DupeBlocker is CRMfusion's real time deduplication technology for Salesforce. Delivered and installed as a certified AppExchange package DupeBlocker is 100% Salesforce native and appears inside the Salesforce interface. With DupeBlocker you can automatically check records every time they are inserted or updated for potential duplicates. When DupeBlocker discovers duplicates the administrator can program a variety of different potential actions to take place.

DupeBlocker 1 was first released on the AppExchange in October 2008 and has been well received and proven itself to be battle ready for even the largest Salesforce customers in the world. DupeBlocker 2 features all the real time deduplication capabilities of DupeBlocker 1 and also adds the following great features:

  • Deduplication scenarios can now be developed to effect just a sub set of Leads, Accounts or Contacts. Therefore it is now possible to target specific countries or business units with specialized DupeBlocker scenarios for their unique requirements.

  • ALL Custom Fields on the Account, Contact and Lead objects in Salesforce can now be used in the development of Deduplication scenarios.

  • The new AutoMerge and AutoConvert features allow scenarios to automatically merge new incoming records with existing records that match and the merge is based upon customizable mappings.

  • DupeBlocker is now the ULTIMATE answer to Web to Lead duplicates.

  • Leaving all your data in Salesforce = No Data Privacy Concerns!

Get a free 30 day trial from the AppExchange

 

Import People into Salesforce without Creating new Duplicates
New PeopleImport 2 - Beta Ready for Trial Soon!

PeopleImport 2 will soon be ready for the commencement of its initial customer beta period. This is the first major rewrite of PeopleImport and there have been many improvements. Here are the most significant ones from a very long list.

  • Microsoft Windows Vista and Windows 7 compatibility
  • Added a new data file loader to allow .xlsx (Excel 2007) and ODBC connections for incoming data sources
  • Updated the PeopleImport Options screen to allow for separate configuration of the Lead and Contact mapping options
  • Added support for Match Blank in the Single Matches
  • Added in a new Matching Step for New Contact - Existing Account so now it is possible to Only create a New Contact when the Account exists, but create a new Lead when a matching Lead/Contact cannot be found AND the Account also does not exist
  • Added a clone Matching Step tool
  • Added the ability for a CampaignID to be loaded from the input data file
  • Added TaskStatus and ability to trigger reminders for the creation of all tasks

Watch the PeopleImport download page for links in a week or two to this new major PeopleImport release.


Copyright 2009 CRMfusion. All Rights Reserved.