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DataTrim Entry Check, Release: Spring 2023

DataTrim Entry Check, Release: Spring 2023

by Administrator | Jan 16, 2023 | 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....

Roll-up Revenue to Ultimate Parent Accounts

by PeterAdmin | Oct 18, 2022 | Account Organizer, How To, Support

Roll-up to Ultimate Parent Accounts Want to roll-up revenue to ultimate parent accounts? Roll-up value of Open opportunities, number of opportunities, contacts and cases? Whether you are doing Account-Based-Selling (ABS) and/or Account-Based-Marketing (ABM), you would...

Merge Rules and Record Survivorship

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...
Account Organizer – Summer 2021

Account Organizer – Summer 2021

by PeterAdmin | Jun 29, 2021 | 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...

Get Your Top-Level Accounts in one single view

by PeterAdmin | Jun 29, 2021 | Account Organizer, How To, Support

Global Accounts, Major Accounts, Account Based Management ? Manage your Accounts from the top and down Get your Top-Level Accounts in one single view using the DataTrim Account Organizer. As an Account Manager working with Global or Major Accounts with big...
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Related Articles

  • DataTrim Dupe Alerts – Remote Site
  • Lead deduplication: part of your lead qualification process
  • DataTrim Entry Check, Release: Spring 2023
  • Hidden gems of DataTrim Entry Check
  • Roll-up Revenue to Ultimate Parent Accounts
  • Merge Rules and Record Survivorship
  • Deduplication of Candidate Records
  • Deduping Non-Parsed Candidates

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