Best Practice, DataTrim Dupe Alerts, How To
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...
Best Practice, DataTrim Dupe Alerts, DataTrim Entry Check, How To
Now that you have your Salesforce™ org up and running, data loaded, You may have realized that your data is full of duplicates. Read on to understand why duplicates exists and what you can do to mitigate the issue. Building a client or prospect database has never been...
DataTrim Dupe Alerts, How To
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...
DataTrim Entry Check, How To
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...
Best Practice, DataTrim Data Laundry, How To
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...
