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...
by Admin | Mar 2, 2018 | Best Practice, DataTrim Dupe Alerts, How To, Support
Full support for IN operator in the Filter statements Although we already support the entire SOQL language in the filter statements, the IN operator has been supported, to filter on multiple fields. Where Country IN (‘USA’, ‘Canada’,...
by Admin | Jan 26, 2017 | Best Practice, DataTrim Dupe Alerts, Uncategorised
Fuzzy Logic – Probabilistic Matching – Blocking and Scoring? We are often asked about our technology: Do you use Fuzzy Logic? Are you using Probabilistic Matching? What’s your process for Blocking and Scoring? etc. We normally take pride in...
by Admin | Nov 4, 2016 | Best Practice, DataTrim Dupe Alerts, How To
You might have realized that matching ALL records EVERY time, isn’t always the optimal way to perform your deduplication. You constantly run into those odd dupes which takes up all your time and prevent you from focusing on the new records you just added, or those...
by Admin | Oct 19, 2016 | Best Practice, DataTrim Dupe Alerts, How To
By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...
by Admin | Oct 16, 2016 | Best Practice, DataTrim Dupe Alerts, How To
If you are using Marketo, you may be levering their Lead Score feature to rank your leads. With the Keep Max Value Merge option, you can now make sure that no matter how 2 leads are merged, you will always keep the highest Leads Score. By default, the salesforce merge...
