Best Practice, DataTrim Dupe Alerts, News
Use the DataTrim Dupe Alerts Console to manage and monitor your deduplication efforts. Embarking on the path to Salesforce data excellence can be a daunting task, especially when it comes to managing duplicates. Unfortunately, deduplication isn’t a one-button thing....
DataTrim Dupe Alerts, DataTrim Entry Check, How To, News
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...
DataTrim Entry Check, News
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....
DataTrim Entry Check, How To, News
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...
Account Organizer, News, Support
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...
Account Organizer, News, Products
By displaying Opportunities and Contacts in an Account Hierarchy structure, it becomes easier to see where the Opportunities are linked, and where the contacts who are influencers or decision makers are located. Opportunities by hierarchy Getting and overview of...
