Release Date: 9/7/2023
Update to Account and Contact Creation from Event Objects
Event objects have been updated so that they will not create accounts and contacts when an Account ID or Contact ID is unmatched. This prevents any unwanted record creation. Two important things to note from this change:
- Always make sure to load your account and contact records before your event records (Marketing Activity, Opportunities, Sales Events, or Tasks). Event records loaded before the corresponding contact/account records will not be created and will need to be reimported again after the accounts and/or contacts are imported.
- If your event records contain any Account or Contact IDs that do not exist in the Rev.Up CDP, they will not be imported.
Learn more about event data here.
Minor Improvements and Bug Fixes
- Tables on the My Attribute page are now downloadable
- Logic bar will now stay at the top of the page of the query builder for longer queries when user needs to scroll down the query.