HOW TO
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...
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...
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...
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...
Roll-up Revenue to Ultimate Parent Accounts
Roll-up to Ultimate Parent Accounts Want to roll-up revenue to ultimate parent accounts? Roll-up value of Open opportunities, number of opportunities, contacts and cases? Whether you are doing Account-Based-Selling (ABS) and/or Account-Based-Marketing (ABM), you would...
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...
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.
Get Your Top-Level Accounts in one single view
Global Accounts, Major Accounts, Account Based Management ? Manage your Accounts from the top and down Get your Top-Level Accounts in one single view using the DataTrim Account Organizer. As an Account Manager working with Global or Major Accounts with big...
Searching and Filtering in the Account Hierarchy
Searching and Filtering in the Account Hierarchy is the key functionality to effectively managing accounts with many subsidiaries, locations etc. A hierarchical presentation of an account hierarchy is a better way to get a total view on the structure on an...
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.
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...
Trust Your Data
Do you Trust your Data? Question 1: Would you buy a 100.000$ car, if you can’t trust the quality of the petrol you fill it up with? Question 2: Would you implement a high-end marketing automation tool if you can’t trust the data you put into it? While you have no...
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…
Merge Accounts in Lightning – Account Organizer
Best in Class, Account Merge Wizard, Now available! The DataTrim Account Organizer App has now been enriched with the successful Merge Wizard functionality from DataTrim Dupe Alerts. You can now, not only Create and Maintain your account...
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...
Data Quality Assessment and Improvement with DataTrim – Your Data Laundry
To get Clean Data, first you need Data Quality Assessment. Only then can you effectively get Clean Data. If you don't know where you are going, any road will get you there. -Lewis Carroll YOU NEED CLEAN DATA BECAUSE: Lead, Contact or Account assignment by geography...
Data Management Plan (Saison1, Ep. 4)
Data Quality and Beyond Now, that you have had a chance to understand, assess and improve your Data Quality, it is time to keep it this way. It is time to make a plan, a Data Management Plan. In the previous articles: Understanding Data Quality (Episode 1) Assessing...
Improving Data Quality (Saison1, Ep. 3)
What is wrong with the data we do have? Now that you have an idea of how to Assess your Data Quality, you obviously want to make the numbers look better and Improving Data Quality. Let me start by warning you: The road is long, never ending and with a lot of dangers...
Assessing Data Quality (Saison1, Ep. 2)
This Article will describe how you can measure the Data Quality, and how you can use these measures as a guideline for how and where you should improve the Data Quality. After reading our Introduction to Data Quality, you may ask yourself (or maybe your boss will ask...