HOW TO
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.
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.
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...
read moreData 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...
read moreImproving 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...
read moreAssessing the 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...
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 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 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 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 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 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 moreReview & Merge : Segmentation
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 moreMatching Campaigns or Imports
You might have realized that matching ALL records EVERY time, isn’t always the optimal way to perform your deduplication. You constantly run into those odd dupes which takes up all your time and prevent you from focusing on the new records you just added, or those...
read moreMerge Rules/Options – Keep Values from Dupe
By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...
read moreMerge Rules/Options, Keep Max value e.g. Lead Score from Marketo
If you are using Marketo, you may be levering their Lead Score feature to rank your leads. With the Keep Max Value Merge option, you can now make sure that no matter how 2 leads are merged, you will always keep the highest Leads Score. By default, the salesforce merge...
read moreMerge Rules/Options – Exclude fields from Merge
By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...
read moreOptimizing the Matching Process
In a constant effort to improve the matching algorithms and make them better and better we continuously introduce new Advanced Parameters, for you to optimize the matching process. Our comparison routines are highly complex algorithms, which are capable of analysing...
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