Best Practice, DataTrim Dupe Alerts, How To
Merging records in Salesforce should be a breeze. But have you felt the frustration when you the notorious error ”MERGE_FAILED… redundant account-contact relationship”, throwing a wrench into your consolidation efforts? -the DataTrim Merge Wizard will help...
DataTrim Dupe Alerts, How To, Support
Confidence in Every Click: Guiding You Through Salesforce Deduplication Bliss Merging records in Salesforce can often feel like navigating a complex maze. Uncertainties regarding what data to retain, concerns about the ripple effects on related records, and crucial...
Best Practice, DataTrim Dupe Alerts, How To, Support
List View Merge Buttons How many times have you come across duplicates in your database simply by selecting a list view, or processing in your daily work? -Often I guess 😉 But to merge the duplicates you need to click into one of the records, hope that your matching...
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...
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...
