Dataloader: Writing Id/Status back into input file (Professional+)

Dataloader generates separate status file. This really help to understand which records failed and for what reason. In this version, we added config to copy the same status back into input file. This way, you will have complete context of the row to fix any issues and try again to process the records.

This config is enabled by default. If you would like, you can turn off from Salesforce destination options as shown below.

Dataloader: Ignore records with Id during Insert (Professional+)

If you have a big file with bunch of records to insert, chances are that some of the records will fail. It is a painful experience to be able to copy those failed records into separate file, then configure the dataload to upload those.

To help with these situations, realforce dataloader allows you to ignore the records which have Id populated during the insert and process the next set of records.

This config is enabled by default but you can turn it off if you would like for a particular step.

Dataloader: Id Lookup and Resolution (Enterprise)

Inserting data into one single object is straight forward and many solutions/tools supports that. However, inserting hierarchial dataset, bringing the Ids from parent dataset into child, is not something any tools does today.

Realfire dataloader adds capability to lookup the Ids from parent files by matching it against any field in the file, even the field which is not there in SFDC.

In this release, lookup is allowed against any file. But in later versions, we will add capability to lookup against parent object in SDFC or any soql dataset.

Backup and Restore (Professional+)

As you use Realfire you define quite a bit of original configuration. For ex., list of connections, Favorites, Field Groups, settings etc., If you have multiple systems you use (one at home and one at office) it is real pain to be able to manually set all that up.

In this version, we are adding support for Backup and Restore. It allows you to copy all applicable configuration, create a backup file, encrypt it and store it in Realfire servers. Later you can view all backups you have defined, and restore to a particular version.

Few Notes:

• Each backup is encrypted locally before uploading to servers and again decrypted locally.
• Backup is associated with a sync key, which is like a secret key (so do not share with unauthorized parties)
• If you want to sync between two different system, make sure you use the same sync key.
• Some files are not backuped (recent files list, security settings, sync settings). Those needs to be setup in each box.

Associated connections in Saved Scripts (Essential+)

Saved Scripts are a easy way to manage the scripts (soql, sosl, apex) that you execute often. However, some scripts are applicable to only certain connections but not others. This version, we are adding capability to specify list of connections when you add/edit a script. If you do not specify any connections, then it means that script is applicable for all but if you specify any connections, only those connections will be prompted to shown in the “Execute in” menu.

It also help in filtering the scripts in object details view (see below)

Saved Scripts in Object Details (Essential+)

We have added Saved Scripts in Object details in separate tab. This will list all soql scripts applicable for this connection and this sobject. So if you have lots of scripts and wants to see the ones applicable for the object you looking at, this gets the work done.

Formula Report Generator (Essential)

Last release we added Picklist report generator, which allows to you collect all picklists across all objects. Similar to that, we are added Formula Report generator. This allows you to document all formulas across all objects into one single file.

Access via (Explorer -> {connection} conext menu -> Generate Formula Report)

Documentation for Standard Objects and Fields (All)

When you navigate to objects/field details, Realfire shows the standard documentation from Salesforce help screens. While you can navigate to google and search for documentation of an object/field, it is nice to be able to quick view that without leaving Realfire.

New Realfire Updater

Some of our customers have been having issues with updates due to permission issues. When that happens, there used to be no information shown, resulting confusion as to when does Realfire come up. In this version, we have introduced a simple UI for updater. We also changed the way updater functions to allow user to revert to old version if need be and all.

Show recent files in Path Picker

Path picker has been allowing to select a previously selected file but for that you had to select “Pick from Recent” and then select it. In this version, when you click browse, list of applicable recent paths will be shown inline.

“Favorites” node menu items

We have added many menu options to “Favorites” node in explorer. Here are list of options added

• View all object details
• Refresh only those objects
• Get accurate records count
• Get approximate records count
• Copy favorites to other connections

Open favorite objects only

Double clicking on “Favorites” node in explorer will bring up Objects list view with only favorites populated.

Added “Order” column to Picklist Report

Order column indicates the number, from 0 onwards indicates the order in which picklist values are defined.

Objects List multi-select actions

In Objects list, you can select multiple objects and view their details or refresh them.

Field Group fields order is preserved

The order of fields in field group is maintained while listing the matching fields in Objects/Fields tab or while adding those fields to soql in Soql Builder.

Dataloader: New variables

You can use various variables while specifying the paths. Support for following variables is added.

• ${user.home}
• ${run.time}
• ${run.date}

Recent Files: Confirmation before deleteing single entries

Now confirmation prompt is shown even if you want to delete single entry.