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Matching – with Social CRM dupe check

by Admin | Jul 17, 2016 | Best Practice, DataTrim Dupe Alerts

DataTrim Dupe Alerts also include the Website, Facebook, LinkedIn, Twitter and Google+ references to better detect duplicates – all by Default. This functionality is already available, all you have to do is to go to the setup and provide field references to where you...

Matching – Cross checking phone numbers

by Admin | Jul 13, 2016 | Best Practice, DataTrim Dupe Alerts

In salesforce phone numbers are stored in multiple fields, and your contacts don’t always differentiate between an office phone and a mobile. We have often seen that Phone and mobile numbers are mixed around, or realizing that the phone number on one records is the...

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