DATATRIM DUPE ALERTS
Potential Duplicates List
Deduplicating in salesforce can often feel like a daunting challenge. But what if it could be transformed into a collaborative and efficient process? With the DataTrim Dupe Alerts solution, we redefine data deduplication by fostering a harmonious collaboration between...
Merging Account and Contacts with redundant Account-Contact relationship
Merging records in Salesforce should be a breeze. But have you felt the frustration when you the notorious error ''MERGE_FAILED… redundant account-contact relationship", throwing a wrench into your consolidation efforts? -the DataTrim Merge Wizard will help you...
The DataTrim Merge Wizard
Confidence in Every Click: Guiding You Through Salesforce Deduplication Bliss Merging records in Salesforce can often feel like navigating a complex maze. Uncertainties regarding what data to retain, concerns about the ripple effects on related records, and crucial...
DataTrim Dupe Alerts Console
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....
Merging with List View buttons
List View Merge Buttons How many times have you come across duplicates in your database simply by selecting a list view, or processing in your daily work? -Often I guess 😉 But to merge the duplicates you need to click into one of the records, hope that your matching...
DataTrim Dupe Alerts – Remote Site
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...
Lead deduplication: part of your lead qualification process
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
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. Previous version of...
Hidden gems of DataTrim Entry Check
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...
Merge Rules and Record Survivorship
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
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 Candidate...
Deduping Non-Parsed Candidates
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 will...
Big Deduplications – Mass Merge and Mass Convert in batch
DataTrim Dupe Alerts allow you to mass merge 1000’s of duplicates.
If you are having a very large database or if you have migrated data from multiple sources into salesforce, you might find you self with 1000’s of duplicates.
Too many dupes to process one by one, and too important to just delete the dupes in a quick sweep.
DataTrim Dupe Alerts – Mastering Alert Filters
Dupe Alert Filters and how to use them to match and merge subsets of your account, contact or lead data.
Putting everything into one big black bucket, giving it a stir and see what happens, will not get you the best starting point for a job well done.
Deduping Candidates in an Applicant Tracking Solution
Deduping candidates is a recruitment database isn't always as easy as it sounds, especially if number of candidates reaches a certain volume. “Deduping candidates requires a more delicate and sophisticated matching process than when deduping business contacts”...
5 Tips to consider for Candidate Deduplication in an Applicant Tracking Solution (ATS)
Effective Candidate deduplication is one of the big challenges when you want to manage and automate your staffing and recruitment efforts in a world class Applicant Tracking Solutions. The bigger your candidate database becomes, the more important is the ability to...
Dupe Detection on Data Entry
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...
Big Deduplications or How to Eat and Elephant ?
Breaking your database into smaller parts, will enable you to clean out your duplicates more effectively and getting it right. This is valid for big deduplications, but recommended for any deduplication. Keep reading if you want to know how…
DataTrim Dupe Alerts, Release: April 2020
New Release, General availability: April 2020 New Release - DataTrim Dupe AlertsFeaturing: Merge and Convert 1000's of records using Batch Jobs Introducing a 3-step wizard to setup and run Merge and Convert as Batch Jobs. Allows you to process 1000's of...
Add the DataTrim IP addresses to your Network Access list
To ensure a secure connection between salesforce and the servers which are running the matching processes, the IP addresses needs to be added to your list of secure connections: Go to: Setup -> Settings -> Security -> Network Access Add the following IP...