HOW TO
Best 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...
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 moreOnBoarding Failed: Send Email Failed
If you have tried to perform the OnBoarding process for DataTrim Dupe Alerts in a Sandbox environment you may have encountered an error message: As the Error indicates: sendng out emails is not enabled for your (sandbox) org. SendEmail Failed: First Exception on row...
read moreRecord Merge and Update after activation of State and Country Pick-list feature
Excluding fields from the merge process When updating account, contact or leads records salesforce will evaluate the values on the records to make sure that they conform to validation rules, and with the State and Country Pick-list feature enabled, the validation also...
read moreDataTrim Dupe Alerts Upgrade path – Spring 2015
You may be on an older version of DataTrim Dupe Alerts. You subscription includes all new upgrades free of charge. Verify here for the latest version If you are not on the latest version you should upgrade for 2 reasons: 1) We make regular changes to our application...
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 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 moreMarketing Automation – Data Care
Caring about your data is like caring about your children, nurture it, give it your attention, and fill in the gaps to make the road ahead less bumpy and to give them the chance to be successful. It is not automation and auto-pilot, same goes with your data. B2B data...
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