DataTrim Dupe Alerts – Remote Site
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...
read moreLead deduplication: part of your lead qualification process
Make Lead deduplication an integral part of your Lead qualification process. With salesforce passing its 20th birthday, Customer Relationship and Lead Management is no longer the new unexplored space where you can start with a clean blank paper. Databases now contains...
read moreDataTrim Entry Check, Release: Spring 2023
New Release - DataTrim Entry Check - Spring 2023 General availability: January 2023 As of the Salesforce Summer '22 release, Salesforce Platform API legacy versions below version 31.0 have been deprecated and are no longer supported by Salesforce. Previous version of...
read moreHidden gems of DataTrim Entry Check
DataTrim Entry Check Extras: Features you might not have discovered yet DataTrim Entry Check is a simple to use app. It helps preventing users from entering duplicates, but there is more under the hood. Check out some of the hidden gems in this article, and get more...
read moreRoll-up Revenue to Ultimate Parent Accounts
Roll-up to Ultimate Parent Accounts Want to roll-up revenue to ultimate parent accounts? Roll-up value of Open opportunities, number of opportunities, contacts and cases? Whether you are doing Account-Based-Selling (ABS) and/or Account-Based-Marketing (ABM), you would...
read moreMerge Rules and Record Survivorship
Merge Rules and how to select what data to keep during the merge process. When merging records in salesforce all related data such as Activities, Attachments etc. are always moved across from the Dupe (the record which goes away) to the Survivor (the records which...
read moreDeduplication of Candidate Records
Initiating a deduplication of candidate records after migrating data from the previous Hiring, Staffing, ATS system, or otherwise after parsing numerous CVs you may end up with 1000's of candidates records which in a snapshot may look like this: Different Candidate...
read moreDeduping Non-Parsed Candidates
The need for deduping non-parsed candidate profiles is often identified when using a resume parsing tool like DaXtra or any other of the resume parsing apps on the AppExchange. Although these techniques are fantastic to extract data from the submitted CV's, you will...
read moreAccount Organizer – Summer 2021
New Release: DataTrim Account Organizer - Summer 2021 With hundreds of installs and feedback from a number of existing clients, we have listened. We developed and is proud to deliver a brand-new version of the DataTrim Account Organizer. A new version which not only...
read moreGet Your Top-Level Accounts in one single view
Global Accounts, Major Accounts, Account Based Management ? Manage your Accounts from the top and down Get your Top-Level Accounts in one single view using the DataTrim Account Organizer. As an Account Manager working with Global or Major Accounts with big...
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