Selecting a Task Template

Within a job, click on Select Template to access all task templates available for use:

Search: Type in the template name (or a portion of the name) in the Search area to quickly locate the template.

Frequently Used Category:

This category contains the following task templates:

Classification and tagging	Filter records
Export: Add/Update	Permute record
Export: Create Manual Data Source	Infer value
Fill Empty Attribute

 

All Category: 

This category contains all task templates.

 

Calculate or manipulate Category:

This category contains the following task templates:

Aggregate by	Group and select
Assign value to range	Permute record
Change attribute type	Search and replace text
Classification and tagging	Simple math
Combine attributes	Sub-string
Concatenate attributes	Trim string
Date and time normalization	Word parsing
Date calculation	Advanced Math
Fill empty attribute

 

Clean or normalize Category:

This category contains the following task templates:

Change text capitalization	Find unique value in string
Company name clean up	Phone number normalization
Date and time normalization	Remove junk
Email address format fix	Search and replace text
Extract domain	URL format clean-up

 

Data Services/Enrichment Category:

This category contains the following task templates:

Acquire lead or contacts	Phone number verification
Append address and place information	Text Translation
Append company details	Automated Acquisition
Append lead or contact details	Reveal Acquired Contact Data
Contact information parsing	Ask AI
Email verification	Get Company from IP Address
Get search results	Match, Retrieve, and Analyze

 

Deduplication Category:

This category contains the following task templates:

De-duplication and merge	Group and Select
De-duplication and merge against master data

 

Export Category:

This category contains the following task templates:

Export: Add/Update	Upload File
Export: Create Manual Data Source

 

Match and Lookup Category:

This category contains the following task templates:

Append	Lead to account matching
Generate normalization reference	Merge data sources
Infer value	Simple replacement/normalization

 

Other/Utility Category:

This category contains the following task templates:

Data redaction and hashing	Lead to account matching
Filter records	Merge data sources
Generate ID task	Permute record

 

System Specific Category: This category contains the following sub-categories: Microsoft Dynamics, Marketo, Cloud Storage, Eloqua, Pardot, Salesforce, SQL databases, Tableau

System specific: Cloud Storage

This category contains the following task templates:

Export: Add/Update	Upload file
Export: Create Manual Data Source

 

System Specific: Microsoft Dynamics

This category contains the following task templates:

Export: Add/Update	Microsoft Dynamics Manage List Member
Microsoft Dynamics Close Opportunity	Microsoft Dynamics merge entity

 

System specific: Eloqua

This category contains the following task templates:

Eloqua Manage List Members

Export: Add/Update

 

System Specific: Marketo

This category contains the following task templates:

Export: Add/Update	Marketo merge leads
Marketo custom activities	Marketo Submit Form
Marketo manage list members	Marketo Manage Program Member

 

System specific: Pardot

This category contains the following task templates:

Export: Add/Update	Pardot Manage List Members
Pardot Assign Users to Prospects

 

System specific: Salesforce

This category contains the following task templates:

Export: Add/Update	SFDC Manage Campaign Members
SFDC convert lead	SFDC Manage Opportunity Contact Role
SFDC Manage Account Contact role	SFDC Manage Opportunity Team Member
SFDC Manage Account Team Member	SFDC merge records

 

System specific: SQL Databases

This category contains the following task templates:

MySQL export task	RDS MySQL export
Microsoft SQL Server export task	RDS PostgreSQL export task
PostgreSQL export task	Redshift export
Rackspace MySQL export task

 

System specific: Tableau

This category contains the following task templates:  Publish Data to Tableau