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Merge Rules and Record Survivorship

by PeterAdmin | Jul 27, 2022 | DataTrim Dupe Alerts, How To, Support

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...

Deduplication of Candidate Records

by PeterAdmin | Jul 4, 2022 | Best Practice, DataTrim Dupe Alerts

Initiating a deduplication of candidate records after migrating data from the previous Hiring, Staffing, ATS system, or otherwise after parsing numerous CVs you may end up with 1000’s of candidates records which in a snapshot may look like this: Different...

Deduping Non-Parsed Candidates

by PeterAdmin | Jun 7, 2022 | Best Practice, DataTrim Dupe Alerts

The need for deduping non-parsed candidate profiles is often identified when using a resume parsing tool like DaXtra or any other of the resume parsing apps on the AppExchange. Although these techniques are fantastic to extract data from the submitted CV’s, you...
DataTrim Dupe Alerts – Mastering Alert Filters

DataTrim Dupe Alerts – Mastering Alert Filters

by Administrator | Apr 29, 2021 | Best Practice, DataTrim Dupe Alerts, Featured2, How To

Dupe Alert Filters and how to use them to match and merge subsets of your account, contact or lead data. Why matching Sub-sets of data Starting a deduplication project, or just setting up a matching process for your day to day deduplications, requires a few moments of...
Deduping Candidates in an Applicant Tracking Solution

Deduping Candidates in an Applicant Tracking Solution

by Administrator | Nov 16, 2020 | Best Practice, DataTrim Dupe Alerts, Featured1

Deduping candidates is a recruitment database isn’t always as easy as it sounds, especially if number of candidates reaches a certain volume.    “Deduping candidates requires a more delicate and sophisticated matching process than when deduping business...
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Related Articles

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  • Merge Rules and Record Survivorship
  • Deduplication of Candidate Records
  • Deduping Non-Parsed Candidates

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