Customer, Supplier, and Location MDM Enhancements

Summary

The following enhancements to Customer, Supplier, and Location MDM functionality have been made as part of the 2025.1 update. These changes are outlined below and described in the Details section that follows:

  • The Match and Merge Importer has undergone significant enhancements to improve performance, stability, and traceability during data imports.

  • During ad hoc unmerging, the 'Unmerge Action' button is now disabled when unmerging is not feasible.

  • The connectivity between STEP and the Stibo Systems MDM Connector for Salesforce has been further enhanced, enabling efficient bi-directional data flow and improved implementation experiences.

Details

Optimized performance of the Match and Merge Importer

With this update, the Match and Merge Importer has been significantly improved to deliver better performance, stability, and traceability.

The optimizations make data handling more efficient, resulting in improved throughput and import operations that are up to 50 percent faster, while stability enhancements ensure more reliable processing, minimizing interruptions and errors. Additionally, the traceability of the Match and Merge Importer has been enhanced, enabling users to identify the reasons for potential slowdowns during the import process, thereby facilitating better troubleshooting and optimization of import operations.

Initially, the improved version of the Match and Merge Importer will be released exclusively to selected customers who will be notified directly regarding the upgrade. If you are interested in being among the first customers to receive this update, contact Stibo Systems.

For further details or assistance, contact Stibo Systems Support.

'Unmerge Action' button disabled if unmerge is not possible

When performing ad hoc unmerging, the 'Unmerge Action' button configured on a Node Details screen is now disabled if unmerge action is not possible.

The conditions for the Unmerge Action button to be enabled are the following:

  • The Golden Record is active (has not been deactivated).

  • The Golden Record has two or more Source Records, or it has one or more Golden Records merged into it.

For more information, refer to the topic Unmerging Golden Records in the Matching, Linking, and Merging documentation.

Enhanced connectivity between STEP and Salesforce

The Stibo Systems MDM Connector for Salesforce is a powerful Salesforce app designed to support functionalities such as bi-directional data flow and synchronization, as well as ‘Merge’ and ‘Search before Create’ scenarios. The MDM Connector app works with any supported version of STEP.

With the 2025.1 update, we have further enhanced the connectivity and interoperability between STEP and the Salesforce connector. This update focuses on accelerating time to value and improving implementation experiences. The app is optimized for Salesforce Lightning and provides forward compatibility with future Salesforce updates.

At present, the app is only available under an early adopter license. As an early adopter, you will work closely with Stibo Systems’ experts and the product management team in leveraging the MDM Connector for Salesforce and shaping the direction of the initiative moving forward.

Explore further by clicking the video below. If it does not play as expected or you want to see more videos, you can explore all our Product Updates videos on YouTube or within our Product Updates page on our corporate website.

Express your interest in the early adopter release of the MDM Connector Salesforce app by emailing sfdcconnector@stibosystems.com.