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Merge Accounts in Lightning – Account Organizer

Merge Accounts in Lightning – Account Organizer

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...
Big Deduplications or How to Eat and Elephant ?

Big Deduplications or How to Eat and Elephant ?

by Administrator | Jul 24, 2019 | Best Practice, DataTrim Dupe Alerts, How To

Breaking your database into smaller parts, will enable you to clean out your duplicates more effectively and getting it right. This is valid for big deduplications, but recommended for any deduplication. Keep reading if you want to know how… -One bite at a time When...

Best in Class: DataTrim Merge Wizard

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...

How to understand which solution is the best for us?

by Admin | Jan 26, 2017 | Best Practice, DataTrim Dupe Alerts

Fuzzy Logic – Probabilistic Matching – Blocking and Scoring? We are often asked about our technology: Do you use Fuzzy Logic? Are you using Probabilistic Matching? What’s your process for Blocking and Scoring? etc. We normally take pride in...

Merge Rules/Options – Keep Values from Dupe

by Admin | Oct 19, 2016 | Best Practice, DataTrim Dupe Alerts, How To

By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...
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