HelpConsole 2008 SP3.1 - DupeBlocker 2

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Scenario Filters

NEW IN DUPEBLOCKER 2!

Overview

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

Filters can be based on specific fields within the object itself, or based on the attributes of the current Salesforce user who is inserting or updating a record. For example:

Object Based Filter: Trigger this scenario only for Accounts where the Country equals "US"

Note: Object Based Filters added to existing scenarios will require a rebuild of Scenario Keys.

User Based Filter: Trigger this scenario only for users with a specific profile, role, or specific users based on either user name or user id

Multiple Filters can be specified, and all Filters are "and'd" together. If multiple criteria are specified for a particular Filtered Field, that criteria is "or'd" together. A combination of "Object" and "User Filters" can also be used.

The example below reads: Only look at Accounts where the Billing Country equals "US" OR "USA" AND the Users' Profile entering/updating the Account equals "Custom: Sales Profile" OR "Marketing User" AND the Users' Role equals "Easter Sales Team" OR "Western Sales Team"

Adding a New Filter

To add a new Filter click "New DupeBlocker Scenario Filter".

Step 1: Filtered Object

Select whether the filter should be based on a field(s) in the Object or attributes of the current Salesforce user who is entering or updating a record.

Step 2: Filtered Field

If filtering on the object, pick the field from the table to filter on. If filtering on the Current User, pick the attribute to filter on.

Step 3: Select the operator

The operator will vary based on the type of field. The displayed options are for a text field. "!=" indicates not equal and can be used to exclude certain fields (as can the "does not...." options for text fields).

Step 4: Select Filter Criteria

Select the data to Filter on. Any Text or ID's entered can be separated by a comma to allow multiple entries. The values will then be or'd together for that field. If the value contains a comma it can be wrapped in double quotes.

When filtering on Record Types, a lookup is provided to the Record Type Name. More than one box can be checked to select multiple Record Types, these selections will be or'd together.

Similar lookups are provided when use the "Current User" option for selecting a Profile or Role.

If filtering on "User ID" with the "Current User" option or an ID in a table, i.e. Account ID, Parent Account ID, Owner ID, Created by ID etc. a Search box is provided to quickly find a specific ID.

Note: Owner ID for Leads cannot be searched, as Leads can be owned by either a user or a queue. Therefore, if a Filter needs to be created on Owner ID for Leads you will need to enter the User ID or Queue ID.

The resulting Filter will look like this (if multiple items were added they will be separated by a comma, i.e. this ID OR this ID etc.)

Note: The data entered in the search box will search all fields in that table to find a possible match, not just the "name".

When filtering on "UserName" under "Current User", the Salesforce User Name needs to be entered, i.e. test@dupeblocker.com, not the full name or alias, and NO SEARCHING options are provided.