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

Ensuring CRM Compliance In Industries with Strict Regulations

Ensuring CRM Compliance In Industries with Strict Regulations

Learn how to ensure CRM compliance in highly regulated industries. Discover key requirements, major risks, and best practices to keep your ...

How Marketing, Sales, and Customer Service Work with a CRM

How Marketing, Sales, and Customer Service Work with a CRM

How do sales and marketing use a CRM together? Can support teams benefit too? Discover how CRM connects departments, aligns goals, and impr...

Most Common Sales Forecasting Challenges and the Role of CRM

Most Common Sales Forecasting Challenges and the Role of CRM

Challenges of forecasting and why some businesses fail to forecast sales. CRM helps overcome the difficulties of sales forecasting and impr...