Feature Enhancements
- Dedupe: Right click on any editable field on a duplicate record to select the winning field value to be retained in the winning record once merged.
- Dedupe: Fields to be retained from Duplicate Groups on are now highlighted green on the Preview Grid. Wining fields may be determined using Field Rules, manual selection, and if no Field Rule is applied, Update if Empty.
- Dedupe: Manage and merge duplicate groups identified by DupeBlocker scenarios in DemandTools, by selecting DupeBlocker as the scenario source.
- Dedupe: Share Dedupe scenario configuration to DupeBlocker, including Record Selection Criteria and Matching Conditions.
- Dedupe: Export IDs for Winner and Duplicate records identified in Dedupe.
- Dedupe: Highlight a Contact record's Full Name field on the Preview Grid, when associated to Partner/Customer Portal or Community users. This must be enabled from General Settings.
- Field Rules: Create an identical copy of a Field Rule by using the duplicate Field Rule option in Manage Field Rules.
- Winner Rules: New and improved Winner Rules Management, which is now accessible from the settings and configuration dropdown, including visibility into rules across all Objects.
- Winner Rules: Create an identical copy of a Winner Rule by using the duplicate Winner Rule option in Manage Winner Rules.
- Import: Use Winner Rules to define winning records when multiple matches are identified when using Match Conditions.
- Convert: Use any custom created Winner Rules when multiple Lead matches are identified. Historically only Oldest, Newest, and Last Modified Record Rules were available.
- Modify: Filter the Preview Grid by records which have been Modified by a Modify Action.
- Bulk API: Adjust Batch Size used by the Bulk API and enable Serial Mode within General Settings.
- Record Processing: Queries can now include five times more characters.
Bug Fixes
- Fixed an issue in Dedupe where Undo Merge was not available for certain scenarios that met the requirements for Undo operations.
- Fixed an issue where operations including fields with polymorphic relationships were not completing successfully.
- Fixed an issue in Dedupe where if the Add Prefix Merge Option was enabled and the merge operation failed, DemandTools was reporting a successful merge.
- Fixed an issue where, when sharing a scenario with a Winner Rule that existed in both orgs and overwrite Winner Rules was enabled, the Winner Rule would not overwrite and the share would fail.
- Fixed an issue in Import where related object fields selected in Fields to Show were not displaying on the Preview Grid.
- Fixed an issue where the Owner.IsActive field was not available when selecting related fields to the Case object.
- Fixed an issue when updating DemandTools on a Mac where the application was not successfully restarting following an update install.
- Fixed an issue in Import where fields on the Account object were not being updated after new Contacts were inserted.
- Additional known issues addressed.
- For additional issues, if you have an open ticket with Validity Support, you will be contacted directly if this has been resolved as part of this release.
