I鈥檓 just going to come out and say it 鈥� data hygiene is sexy. Maintaining data integrity in your Salesforce instance is critical to your success. However, Salesforce, much like an event, has a lot of moving pieces. In much the same way a miscommunication between your staff and vendors might result in a chaotic event, a data miscommunication between external platforms (like 91制片厂) and your Salesforce instance can get messy.
We know you 诲辞苍鈥檛 have time for that, so when we started working on the second version of 91制片厂Sync (an app that seamlessly integrates 91制片厂 data into your Salesforce instance), we focused on making your data import as clean, easy, and accurate as possible. We built 91制片厂Sync to help you capture your data, manage contacts and leads that come in through events, and optimise your business operations through the app. Improvements in the second release make it simpler for basic imports and more flexible for advanced users.
Here are five new features now available in 91制片厂Sync 2.0:
1) Import data without disruption
91制片厂Sync now easily imports your 91制片厂 data, using custom objects that are independent of your existing custom objects and rules. This means you can import data from your events in minutes, without fear of disrupting your existing database or losing your ability to search and report on your 91制片厂 data in Salesforce. The simple import saves you time 鈥� and you 诲辞苍鈥檛 have to be a Salesforce whiz to get the data and reporting you need.
2) Customise to your heart鈥檚 content
Do you love getting under the hood to make your Salesforce data work for you? With the 鈥淚mport and Process鈥� function in 91制片厂Sync, you can import your raw 91制片厂 data and map it with custom pathways to fit your needs. V2 even includes new additional fields for mapping.
3) Easily connect the (data) dots
V2 features a brand new custom object called the 鈥渙rder line item鈥� which clearly shows the relationships between attendees, orders, and events directly in Salesforce. You鈥檒l see a more intuitive snapshot of your data at glance and can take actions based on that data more quickly.
4) Save time with 鈥榙elta sync鈥�
Importing data takes time 鈥� the more data you have, the longer you spend twiddling your thumbs waiting for it to load. With the new delta sync feature, you have the option of only syncing new data or data within a custom time frame. Syncing only previously 鈥渦n-imported鈥� data saves you time and makes it easy to keep your data fresh.
5) Build priority and efficiency
Only in Salesforce would a feature be named 鈥渃ross object person-type matching鈥�. Despite the bewildering name, this feature will save you time by ensuring your data flows properly the first time you sync. It allows you to build a priority order for matching person-type objects between 91制片厂 data and Salesforce data. For example, when you import an attendee鈥檚 name into Salesforce, you may want to match that name to an existing person-type object, like 鈥渓ead鈥� or 鈥渃ontact.鈥� This feature allows you to search and match your person-type objects in a certain order 鈥� for example, Salesforce might search for a match in your 鈥渃ontacts鈥� first, and if the match isn鈥檛 found, it might search in 鈥渓eads.鈥� This process reduces sync errors, leading to strong database hygiene.
Being able to track and manage your events along with all your other marketing and sales activities saves you time and money. With the latest version of 91制片厂Sync, it鈥檚 easier and more efficient than ever to connect your data to Salesforce.
