Overview of Batch Processing - trillium_quality - 2.7

Trillium Quality for Dynamics Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Guide
Topic type
Administration
Overview
Installation
Reference
How Do I
Configuration
First publish date
2008
ft:lastEdition
2023-05-25
ft:lastPublication
2023-05-25T13:35:56.864032

Batch processing allows you to cleanse, match, merge, or validate existing active records in your database. A TSS Batch Request specifies which records will be processed. There are 13 pre-defined batch requests:

  • Cleanse, match, automatically merge, or validate all accounts

  • Cleanse, match, automatically merge, or validate all contacts

  • Cleanse, match, automatically merge, or validate all leads

  • Cross match contacts to leads and leads to contacts

  • Automatically merge cross-matched lead records into contacts

In addition, you can create a customized batch request to process a subset of records, as described in Creating a Custom Batch Request.

You run batch requests through the Standard Batch Manager. Your request creates a Trillium CRM batch job. You can monitor the progress of the batch job through the Standard Batch Manager, and you can view details of the results of the batch job in the Batch Job Information window, as described in Reviewing Batch Jobs.

A batch request processes only those records to which you have access. Running the Standard Batch Manager from an account with administrative privileges, which allows all records to be cleansed and matched, is recommended.