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 | Jun 2, 2020 | Account Organizer, How To
Best in Class, Account Merge Wizard, Now available! The DataTrim Account Organizer App has now been enriched with the successful Merge Wizard functionality from DataTrim Dupe Alerts. You can now, not only Create and Maintain your account hierarchies, but also merge...
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 PeterAdmin | Feb 5, 2019 | DataTrim Dupe Alerts, How To, Support
Merging has never been simpler, and yet so featureful With the DataTrim Merge Wizard, you have now access to the ultimate Merge tool, whether you get to the merging process from reviewing the duplicates in the Matched Records tab, or whether you want to merge 2...
by Admin | Mar 13, 2018 | Best Practice, DataTrim Dupe Alerts, How To, Support
List View Merge Buttons You may come across situation where you or end-users comes across duplicates while searching salesforce, and looking at list views. With the List View Merge Buttons for Lead, Contact and Account, you can provide the user with the ability to...
