Best Practice, DataTrim Dupe Alerts, News
Use the DataTrim Dupe Alerts Console to manage and monitor your deduplication efforts. Embarking on the path to Salesforce data excellence can be a daunting task, especially when it comes to managing duplicates. Unfortunately, deduplication isn’t a one-button thing....
DataTrim Entry Check, News
New Release – DataTrim Entry Check – Spring 2023 General availability: January 2023 As of the Salesforce Summer ’22 release, Salesforce Platform API legacy versions below version 31.0 have been deprecated and are no longer supported by Salesforce....
Account Organizer, News, Support
New Release: DataTrim Account Organizer – Summer 2021 With hundreds of installs and feedback from a number of existing clients, we have listened. We developed and is proud to deliver a brand-new version of the DataTrim Account Organizer. A new version which not...
Account Organizer, News, Products
By displaying Opportunities and Contacts in an Account Hierarchy structure, it becomes easier to see where the Opportunities are linked, and where the contacts who are influencers or decision makers are located. Opportunities by hierarchy Getting and overview of...
Account Organizer, News, Support
New Release: DataTrim Account Organizer – Winter 2021 Get a 360° View of your Account Hierarchies.Watch Introduction Video -Leverage advanced search algorithms, Duns numbers etc. to get all accounts from a large organization into a single view, for one-click...
