DATATRIM DUPE ALERTS
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...
read moreDeduplication 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...
read moreDeduping 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...
read moreDataTrim 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”...
read more5 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...
read moreBig 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, 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...
read moreAdd 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...
read moreBig 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…
read moreDataTrim Dupe Alerts Initialization and Setup
After the installation is done BUT before you can start using the app,there are a few steps to perform in completing the Initialization and Setup: 1) Add the license number provided by DataTrim. 2) Activate the subscription by Performing the OnBoarding Process. 3) Add...
read moreDupe Alerts, Release: January 2019
New Powerful Merge Wizard We are very proud to present a BRAND NEW merge wizard. A Merge Wizard which consolidates all the benefits from the "old" classic version as well as the DataTrim Quick Merge Wizard. You can now BOTH: select the values you want to keep...
read moreBest in Class: DataTrim Merge Wizard
Merging has never been simpler, and yet so featureful With the DataTrim Merge Wizard, you have now access to the ultimate Merge tool, whether you get to the merging process from reviewing the duplicates in the Matched Records tab, or whether you want to merge 2...
read moreDupe Alerts, List View Merge Buttons
List View Merge Buttons You may come across situation where you or end-users comes across duplicates while searching salesforce, and looking at list views. With the List View Merge Buttons for Lead, Contact and Account, you can provide the user with the ability to...
read moreDupe Alerts, Support for IN Operator
Full support for IN operator in the Filter statements Although we already support the entire SOQL language in the filter statements, the IN operator has been supported, to filter on multiple fields. Where Country IN ('USA', 'Canada', 'UK', 'France') But the IN...
read moreDupe Alerts, Release: February 2018
New Features and Functions -Lightning Ready, Improved Navigation -Redesign of the Review Wizard, now including a Summary page where you e.g. can check if any of the 2 contacts are Portal Users -New List View Buttons, to enable your users to merge directly from...
read moreDupe Detection Upon Entry
DataTrim Dupe Alerts include a function: Dupe Detection Upon Entry which often is overlooked. The built-in search and matching functionality of the Dupe Alert App will at the entry of a new account/contact/lead make a thourough search for duplicates, and notify the...
read moreDupe Alerts, Release: May 2017
New Features and Functions -Lightning Ready, Lightning Ready and Lightning Ready -Support for IN operator in the Filter statements -Performance improvements on the matching engine to decrease matching time for larger datasets Lightning Ready Following the advancement...
read moreReview & Merge : Collaboration
With DataTrim Dupe Alert, Matching and Merging records is NOT limited to being a one-man’s Job. By intelligently segmenting your data into logical parts, you can match and review these parts separately. By involving multiple data-stewards and even end-users, you will...
read moreReview & Merge : Permissions
With DataTrim Dupe Alert, Matching and Merging records is NOT limited to being a one-man’s Job. By intelligently segmenting your data into logical parts, you can match and review these parts separately. By involving multiple data-stewards and even end-users, you will...
read more