DATATRIM ENTRY CHECK
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...
read moreDataTrim 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...
read moreHidden 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...
read moreDupe 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...
read moreQuick Entry Check in Lightning
Quick Entry Check on the Lightning Home Page Similar to the functionality in Classic, it is now possible to add the Quick Entry Check component to the Lightning Home page, or anywhere else you like it. The Quick Entry Check component will allow you users to jump...
read moreTop 5 reasons why duplicates exists and keep accumulating
Now that you have your Salesforce™ org up and running, data loaded, You may have realized that your data is full of duplicates. Read on to understand why duplicates exists and what you can do to mitigate the issue. Building a client or prospect database has never been...
read moreDupe Analysis
Duplicates exists. Point! There is no way around it, they are there but do you know how the areintroduced, and how you can put solutions in place to prevent them from being created or solutions which will clean up your existing duplicates. Read more: Top 5 reasons why...
read moreEffective Dupe Prevention and Client Search – All in One!
Being able to prevent duplicates when creating new client records, and at the same time effectively identify if the client is an existing client were the essential requirements for the #2 Car Manufacturer brand in Ireland when they were looking for a simple way of...
read moreAdvanced Customization of DataTrim Entry Check
Custom Searching in Standard and Custom Fields As described further below you can now customize the list of fields being queried by Entry Check, this also allows for you to add your own search fields to the Entry Check Page. Imagine that you have a Vehicle...
read moreCase Story – MEDA.: Custom Entry Check
Adopting Entry Check to work with Program Intake… Duplicates enter from many sources and with the power of the salesforce platform you can develop custom entry pages which collect data for the contact but also related data like cases, opportunities etc. from one...
read moreCase Story – AZZ, Inc.: Entry Check
Dupe Prevention in a market with many account locations Working with large corporations can be challenging when searching and when wanting to create new accounts for new divisions, locations, etc. AZZ|WSI (a specialty repair and overhaul company) were looking for a...
read moreCase Story – Onstream Media Corp.: Entry Check
Preventing duplicates across sharing permissions Using salesforce in organization where the permission to records are limited based on organizational silos, Account Management models etc. can present a challenging when searching and when wanting to create new records....
read morePreventing duplicates from entering salesforce
With DataTrim Dupe Alerts we have received a lot of good feedback saying that finally it is easy to clean up duplicate records in Salesforce. But why stop there, what if you could prevent the duplicates from entering into your database in the first place? Simply ask...
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