News
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 moreAccount Organizer – Summer 2021
New Release: DataTrim Account Organizer - Summer 2021 With hundreds of installs and feedback from a number of existing clients, we have listened. We developed and is proud to deliver a brand-new version of the DataTrim Account Organizer. A new version which not only...
read moreOpportunities and Contacts in an Account Hierarchy
By displaying Opportunities and Contacts in an Account Hierarchy structure, it becomes easier to see where the Opportunities are linked, and where the contacts who are influencers or decision makers are located. Opportunities by hierarchy Getting and overview of...
read moreAccount Organizer – Winter 2021
New Release: DataTrim Account Organizer - Winter 2021 Get a 360° View of your Account Hierarchies.Watch Introduction Video -Leverage advanced search algorithms, Duns numbers etc. to get all accounts from a large organization into a single view, for one-click...
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 moreData Quality Dashboards and Scheduling Your Laundry Baskets
Data Quality Dashboards, out of the box. Support for Custom Data Quality Score formulas, and the ability to schedule the Data Laundry to clean your Laundry Baskets on a scheduled basis. All New features of the June 2020 release of the DataTrim Data Laundry App. Data...
read moreDataTrim Dupe Alerts, Release: April 2020
New Release, General availability: April 2020 New Release - DataTrim Dupe AlertsFeaturing: Merge and Convert 1000's of records using Batch Jobs Introducing a 3-step wizard to setup and run Merge and Convert as Batch Jobs. Allows you to process 1000's of...
read moreData Laundry, Release: February 2020
New Release - DataTrim Data Laundry General availability: February 2020 New Data Laundry App Launch of our brand new 100% Native Lightning App We are very proud to present a BRAND NEW version of our succesfull Data Laundry App. When we partnered with salesforce back...
read moreDataTrim Dupe Alerts Initialization and Setup
After the installation is done BUT before you can start using the app,there are a few steps to perform in completing the Initialization and Setup: 1) Add the license number provided by DataTrim. 2) Activate the subscription by Performing the OnBoarding Process. 3) Add...
read moreDupe Alerts, Release: January 2019
New Powerful Merge Wizard We are very proud to present a BRAND NEW merge wizard. A Merge Wizard which consolidates all the benefits from the "old" classic version as well as the DataTrim Quick Merge Wizard. You can now BOTH: select the values you want to keep...
read moreDupe Alerts, Release: February 2018
New Features and Functions -Lightning Ready, Improved Navigation -Redesign of the Review Wizard, now including a Summary page where you e.g. can check if any of the 2 contacts are Portal Users -New List View Buttons, to enable your users to merge directly from...
read moreAccount Organizer now Available for Lightning
May 2017 The Account Organizer is now also available for Lightning: the Interactive Account Hierarchy Add the interactive Account Hierarchy to the Account Detail page and it will appear in Lightning design style, or for lightning you may want to create a separate Tab...
read moreDupe Alerts, Release: May 2017
New Features and Functions -Lightning Ready, Lightning Ready and Lightning Ready -Support for IN operator in the Filter statements -Performance improvements on the matching engine to decrease matching time for larger datasets Lightning Ready Following the advancement...
read moreDupe Alerts, Spring Release 2016
Spring 2016 New Features and Functions: -Console Updated to Lightning Design, more interactivity and direct click-through to Matched Records -Dupe Alerts Results, incl analytics, and direct click-through to Matched Records -Quick Merge improved to also include an...
read moreNEW: DataTrim Dupe Alerts Console
Deduping your database is not just about setting up rules and merging duplicates; it is also about managing the process, knowing if everything is OK. With the Dupe Alerts Console, you get an overview of all your deduplication activities in one screen. Quick Status: I...
read moreAccount Hierarchy Builder = Account Organizer
Introducing Account Organizer Version 2! New Features and Functions: -Building hierarchies based on Duns Numbers (Dun & Bradstreet) -Creating a Parent Account on the fly -Freezing accounts in your list for additional searches -Enhanced Search capabilities...
read moreOrganizing your Accounts
“Ron Cowan, Zimmer Dental: Data integrity is the ‘elephant in the room’ of all CRM systems. A lack of a global process to reduce duplicate records is a primary reason why many CRM systems fail. If users cannot trust the data, they will stop using the system. ”...
read moreFREE App from DataTrim: Account Organizer
-If you think viewing, building and managing account hierarchies is an important part of managing accounts, identifying up-sell and cross-sell opportunities etc. then check out this App: Organizing your Account Hierarchies “A new way of organizing your Account data,...
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