Skip to main content

DataTools Pro Beta3 is Here for the Holidays

Just in time for the holidays, we hit our final beta release milestone before we officially launch DataTools Pro in early 2024! Our approach to product is release early and often so we can get feedback and incorporate it into our roadmap. DataTools Pro milestone to exit beta is our release into the Salesforce App exchange. We look forward to formally delivering a webinar in January to celebrate our launch. We have a jam packed roadmap to deliver in 2024. We can’t wait to help connect your Salesforce, data, and analytics teams and accelerate your data cloud initiatives.

Dec LinkedIn Newsletter: DataTools Pro Holiday Special

Salesforce Entity Relationship Views

A simple and effective tool to classify your Salesforce objects, our new views features allows you to organize objects and create custom entity prelateship diagrams aligned to business topics, organizations, and initiatives.

Data Tools Object and ERD Views

ARTICLE: Salesforce Entity Relationship Diagrams Makes Visual Storytelling Simple

Metrics Enhancements

We have continued to button up our metrics glossary tools to simplify the the process for managing metrics and KPI glossaries and their lineage to Salesforce dashboards and reports. We added support for custom links.

Improved Metrics Bulk Batch Import

Bulk Editing Metrics Records

Fine Grained User Permissions and Sharing

In preparation for team-based work in DataTools Pro, we added fine grained permissions. Next, we are working to refine the experience and standardize roles to make permissions and sharing simple.

Managing User Permissions and Sharing

DataTools Metrics API

An impotent aspect of DataTools Pro is not only automating most aspects of metrics glossary creation and management, but also securely distributing it across your enterprise. We have been quietly experimenting with our own DataTools API to build new integrations. Those will come in the form of add-ons, open source projects, and direct integrations in 2024.

ARTICLE: Using DataTools Pro to Create New Microsoft Copilot Studio Custom Actions

Support and User Onboarding Resources

We have added contextual help, more documentation, and new support engagement options to work with our team. This is just the start as we work on guided onboarding videos to help deliver best practices from our team and other users.

New Community and Social Resources

DataTools Pro Flash Newsletter
Join our monthly newsletter on LinkedIn

Join us on Reddit
https://www.reddit.com/r/datatoolspro/

New DataTools LinkedIn Page
https://www.linkedin.com/showcase/datatools-pro/

Coming in January!

Our development is razor focused on self-service onboarding. Additionally, we have some very exciting, novel features for our metrics glossary that will go into private preview. Our first webinar to officially launch DataToolsPro and DataToolsPro.com is also planned for January. We look forward working with our early adopter beta users to deliver overwhelming incremental value to your Salesforce data cloud initiatives for 2024!

author avatar
goodmangro2dev