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...
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...
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...
by Administrator | Apr 29, 2020 | Best Practice, DataTrim Dupe Alerts, How To
DataTrim Dupe Alerts allow you to mass merge 1000’s of duplicates. Whether you are having a very large database and many duplicates, or if you have migrated data from multiple sources into salesforce, you might find you self with 1000’s of duplicates. Too...
by Administrator | Apr 29, 2020 | DataTrim Dupe Alerts, News, Support
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...
