DATATRIM ENTRY CHECK
Entry Check in Lightning – New Release
Entry Check Lightning Release With the latest Release the Entry Check App has not only adopted more of the Lightning Look and Feel, but we have also been able to provide more functionality in Lightning, so that you can migrate from Classic to Lightning without losing...
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 moreEntry Check, Release November 2015
November 2015 New Features and Functions: -Updated Classic and Lightning Experience theme -Dynamic field Lists for search results (Accounts, Contacts and Leads) -Support for exclusion/suppression of reserved words -Improved search and match algorithms -Searches...
read moreSummer 15, Entry Check Bug fix
With the changes applied by salesforce for the Summer '15 release: "Changes to Home Page Components" The Quick Entry Check, Home page component is prevented from working as before. We have therefore released a new version of Entry Check, which included the changes...
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 moreTop 5 reasons why duplicates exists and keep accumulating
Building a client or prospect database has never been easier than with salesforce. In a few clicks you are up and running, entering you first data, sending out your first emails, receiving your first leads etc. It is all about business processes and how you more...
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 moreEntry Check, August 2014 Release
August 2014 New Features and Functions: -Merge Buttons on Search Results -Support for exclusion/suppression of reserved words -Improvements for recognition of German and French descriptive words -Searches improved for partial searches -Advanced Customization 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 moreClickJack Protection, Spring ’14 – Entry Check
Spring '14 With the Spring ’14 Release of salesforce, ClickJack Protection will be auto enabled. This may not mean a lot to you, but if you enable the ClickJack Protection, this means that salesforce no longer support the display of custom Visual Force pages on e.g....
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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