DataTrim - Your Data Laundry
  • Home
  • Solution
    • Dupe Alerts
    • Entry Check
    • Account Organizer
    • Data Laundry App
  • DataTrim and Data Quality
  • About Datatrim
    • Partners
    • Testimonials
    • Company Values
  • Contact
Select Page
  • Home
  • Solution
    • Dupe Alerts
    • Entry Check
    • Account Organizer
    • Data Laundry App
  • DataTrim and Data Quality
  • About Datatrim
    • Partners
    • Testimonials
    • Company Values
  • Contact

Lead deduplication: part of your lead qualification process

by Administrator | Jan 16, 2023 | 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, Release: Spring 2023

DataTrim Entry Check, Release: Spring 2023

by Administrator | Jan 16, 2023 | 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....

Hidden gems of DataTrim Entry Check

by PeterAdmin | Oct 21, 2022 | 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...

Roll-up Revenue to Ultimate Parent Accounts

by PeterAdmin | Oct 18, 2022 | Account Organizer, How To, Support

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...

Merge Rules and Record Survivorship

by PeterAdmin | Jul 27, 2022 | 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...

Deduplication of Candidate Records

by PeterAdmin | Jul 4, 2022 | Best Practice, DataTrim Dupe Alerts

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...
« Older Entries

Related Articles

  • Lead deduplication: part of your lead qualification process
  • DataTrim Entry Check, Release: Spring 2023
  • Hidden gems of DataTrim Entry Check
  • Roll-up Revenue to Ultimate Parent Accounts
  • Merge Rules and Record Survivorship
  • Deduplication of Candidate Records
  • Deduping Non-Parsed Candidates
  • Account Organizer – Summer 2021

Categories

Account Organizer (14) Best Practice (39) Case Story (6) DataTrim Data Laundry (17) DataTrim Dupe Alerts (45) DataTrim Entry Check (13) Featured1 (1) Featured2 (1) Featured3 (1) How To (41) News (21) Products (4) Support (15) Uncategorised (1)

Archives

About Datatrim

  • Company Values
  • Partners
  • Contact

Solutions/Services

  • Dupe Alerts
  • Entry Check
  • Account Organizer
  • Data Laundry App

Address

DataTrim ApS
Kostskolevej 5-7
2880 Bagsvaerd
Denmark

Contact

Email: info@datatrim.com
US: +1 (646) 400 5550
Privacy Policy

© Copyright 2001-2021 d2b International ApS,
All rights reserved. Salesforce, AppExchange, and others are trademarks of salesforce.com, Inc., and are used here with permission.

Available on the AppExchange

Get It Now Book a Demo
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkPrivacy policy