Skip to content
Product Updates

January Release Notes 2023

Welcome to the January product updates blog. Take advantage of some great opportunities to become more self-sufficient with your data migrations.

Featured Update of the Month

[Mapping] Create associations between multiple objects migrated from a single object

This one should excite the data geeks out there! 

Let's say that you have a 'Notes' field on the Account object in your source CRM, and you want migrate this into a Notes object instead of as a field. 

The first part of this has been relatively easy to accomplish, which is to map the Account object to two objects: Accounts and Notes. However, when that Note gets created, you likely also want it to be associated with the Account it originally came from.

As you likely already know, all associations in Trujay can be found under the Relation fields, which pull in the IDs of associated objects. With this new feature, the associated record ID will now show up as a Relation mapping under the new object you're created. So using our previous example, the Account ID will now show up under the Note so that you can ensure it gets associated back to the original company.

TRUJAY-16794-source-id-as-relation

 

[Mapping] Show information about record types for Salesforce migrations

By popular request, we've added Record Type info to the mapping!  This will allow you to map your pipeline information properly.

TRUJAY-16810-enum-source

TRUJAY-16810-enum-target

 

Darren Trumeter

Darren Trumeter

Darren is an international business leader with over 20 years of C-level experience across both public and private companies. He has led high-performing teams around the world, driving revenue growth across Asia Pacific, Africa, Europe, and the Americas.

newsletter subscription

Subscribe to our newsletter

Stay up to date. We like to talk about ways to launch, manage and enhance your CRM.

Latest Articles

CRM Data Migration Made Simple: Your Complete Guide to a Seamless Transition

CRM Data Migration Made Simple: Your Complete Guide to a Seamless Transition

Simplify your CRM data migration with our step-by-step guide. Ensure a seamless transition with proper preparation, the right tools, and Mi...

Salesforce HubSpot Sync vs. MigrateMyCRM: What RevOps Leaders Must Understand Before Moving Data

Salesforce HubSpot Sync vs. MigrateMyCRM: What RevOps Leaders Must Understand Before Moving Data

Understand the key differences between Salesforce-HubSpot sync and MigrateMyCRM. Learn why migration offers superior control and data integ...

Pipedrive and HubSpot Integration: How It Can Streamline Your Workflow | SyncMatters

Pipedrive and HubSpot Integration: How It Can Streamline Your Workflow | SyncMatters

Learn how a HubSpot Pipedrive Integration can streamline workflows, reduce manual data entry, and boost sales and marketing efficiency.