by Admin | Mar 13, 2023 | DataTrim Dupe Alerts, Support
To Create Dynamic List Views foryour Review Dupes process, DataTrim Dupe Alerta leverages the salesforce Meta Data API. This Meta Data API is stored on a different server than the one your org is running on. Thus you must add thi sMeta Data Server location to your...
by Admin | Apr 10, 2020 | DataTrim Dupe Alerts, How To
To ensure a secure connection between salesforce and the servers which are running the matching processes, the IP addresses needs to be added to your list of secure connections: Go to: Setup -> Settings -> Security -> Network Access Add the following IP...
by Admin | Jun 2, 2019 | DataTrim Dupe Alerts, News
After the installation is done BUT before you can start using the app,there are a few steps to perform in completing the Initialization and Setup: 1) Add the license number provided by DataTrim. 2) Activate the subscription by Performing the OnBoarding Process. 3) Add...
by Admin | Apr 26, 2018 | DataTrim Entry Check, How To
Quick Entry Check on the Lightning Home Page Similar to the functionality in Classic, it is now possible to add the Quick Entry Check component to the Lightning Home page, or anywhere else you like it. The Quick Entry Check component will allow you users to jump...
by Admin | Mar 13, 2018 | Best Practice, DataTrim Dupe Alerts, How To, Support
List View Merge Buttons You may come across situation where you or end-users comes across duplicates while searching salesforce, and looking at list views. With the List View Merge Buttons for Lead, Contact and Account, you can provide the user with the ability to...
