Batch Validation How To
Use our batch validation integration to perform email or telephone validation on many records at once.
With batch validation, you can start a batch job to perform email or telephone validation on a specific object's active records using the mappings you have configured on the settings page. Data8 will extract the relevant data, process it and then push it back into your environment.
Please note that you will need credits on your account for the service you are trying to use. You will also need to create a server-side API key (API key without any authorised domains).
Setting up the fields and results
Before we can run any batch jobs and store the validity of the data, the Salesforce environment needs to know where to look for the original data and where to store the result.
Within the “Data8 Data Enhancement App” across the top navigation bar select the option for “Data Settings”.
Once in this page, scroll down until you see the section you want to set up (either “Use Email Validation” or “Use Phone Validation”).
Firstly, you need to select the object you want to set up, which you can do by selecting “Add Object”. Once you select your object, it will appear with a “Mapping 1” option that you will need to expand.
Please select the relevant fields from “Email Field” and “Result Field” – the email field needs to be a field of “Email” and the Result Field needs to be a picklist of “Email Validation Status”,
NB for phone it should be a “Phone” field and a “Phone Validation Status” respectively.
Once you have selected your values, you can either add additional mappings or click save at the bottom of the page.
Creating a batch job
In the “Data8 Data Enhancement App” across the top navigation, select “Batch Validation Jobs”.
Batch Validation Jobs are performed through objects and creation of a new record will create a batch job that will run behind the scenes of your environment to minimize any disruption.
Each batch job has two stages –
- The first stage will perform an analysis and a count to let you know how many records will be checked and how many credits will be charged.
- The second stage (which required manual approval after the first stage) will actually perform the validation and update the respective fields.
Start by creating a new job and picking which type you’d like to do
You will need to give the job the following:
- Name – this is only for your reference only.
- Object Name field – this is the api name of the field i.e. “account”
From here you can save the record and you’ll be given a basic job with a status of “New”. This means our system has not yet picked up the job – this can take a few minutes. Please take note of the “Message” field which will help guide you through what exactly is happening.
After a few minutes, “New” will become “Counting” which shows we are processing it correctly.
Again, after a few minutes (depending on your volume of data), the job status will change to “Awaiting Approval.” You will also see some top level statistics that will show you how many credits you need to run this job.
Once you are happy with the credits required count, click the “Approve” button to trigger the second part of the batch validation.
Your status will now be “Approved” and will again wait for Data8 to pick up your request.
After a few minutes, your “Message” will let you know the validation checks are happening. As with earlier, depending on your volume of data, this could take some time.
Once your job is completed, the record will update for a final time and give you top statistics on the quality of your data.
Once you see this screen with all the statistics, this also means the “Result Field” of all records has been updated accordingly.