Our latest Social Club on April 10th was a deep dive into the world of data management in Sugar, with lots of practical takeaways and lessons learned from real-world use. Charmaine Morenoand Patrick McQueen shared their experiences and answered questions around duplicate data cleanup, archiving strategies, and data retention best practices. Here are a few of the topics that were covered and insights that were shared. Hopefully, this helps spark some ideas or reinforce what you’re already doing!
Charmaine started by walking through how her team tackles duplicate contact records and the challenges that come with maintaining high-quality data. A few of the tips and insights shared during this portion:
SELECT a.id Account_ID, c.id Contact_ID, count(ea.id), sum(ea.invalid_email) FROM accounts a INNER JOIN accounts_contacts ac ON (ac.deleted = 0 AND ac.account_id = a.id) INNER JOIN contacts c ON (c.id = ac.contact_id AND c.deleted = 0) INNER JOIN contacts_cstm cc ON (cc.id_c = c.id) INNER JOIN email_addr_bean_rel eabr ON (eabr.bean_id = c.id AND eabr.deleted = 0 AND eabr.bean_module = 'Contacts') INNER JOIN email_addresses ea ON (ea.id = eabr.email_address_id AND ea.deleted = 0) WHERE a.deleted = 0 GROUP BY a.id, c.id HAVING count(ea.id) = sum(ea.invalid_email)
Next, Patrick walked through the use of the Data Archiver in Sugar, which is available in the Admin panel and gives teams more control over how older or outdated records are handled. Some highlights include:
Our next Social Club session will take place on May 8th, Social Club: Take Your Sugar Reporting to the Next Level. We’ll be discussing some great advanced use cases for Reports in Sugar and also how to leverage Enhanced Forecasting to further improve how you view your data and how it changes over time.
Thanks to everyone who joined, and to Charmaine and Patrick for leading such a helpful discussion and sharing so many helpful insights. Hope to see you next time!