by Admin | Mar 13, 2023 | DataTrim Dupe Alerts, Support
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...
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...
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...
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...
by PeterAdmin | Jun 7, 2022 | Best Practice, DataTrim Dupe Alerts
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...
by Administrator | Apr 29, 2021 | 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...
