DataTrim Dupe Alerts, How To, Support
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...
Best Practice, DataTrim Dupe Alerts, How To
DataTrim Dupe Alerts allow you to mass merge 1000’s of duplicates. Whether you are having a very large database and many duplicates, or if you have migrated data from multiple sources into salesforce, you might find you self with 1000’s of duplicates. Too...
Account Organizer, How To, Support
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...
Account Organizer, Best Practice, How To
Searching and Filtering in the Account Hierarchy is the key functionality to effectively managing accounts with many subsidiaries, locations etc. A hierarchical presentation of an account hierarchy is a better way to get a total view on the structure on an...
Best Practice, DataTrim Dupe Alerts, Featured2, How To
Dupe Alert Filters and how to use them to match and merge subsets of your account, contact or lead data. Why matching Sub-sets of data Starting a deduplication project, or just setting up a matching process for your day to day deduplications, requires a few moments of...
DataTrim Entry Check, How To, News
Dupe Detection on Data Entry with DataTrim Entry Check DataTrim Entry Check was originally designed as a help for users to prevent creation of duplicates -when entering new records. But user entry is not the only source for new records. Dupe Detection on Data Entry...
