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....
Best Practice, DataTrim Dupe Alerts, How To, Support
List View Merge Buttons How many times have you come across duplicates in your database simply by selecting a list view, or processing in your daily work? -Often I guess 😉 But to merge the duplicates you need to click into one of the records, hope that your matching...
DataTrim Dupe Alerts, Support
To Create Dynamic List Views foryour Review Dupes process, DataTrim Dupe Alerta leverages the salesforce Meta Data API. This Meta Data API is stored on a different server than the one your org is running on. Thus you must add thi sMeta Data Server location to your...
DataTrim Dupe Alerts, How To
To ensure a secure connection between salesforce and the servers which are running the matching processes, the IP addresses needs to be added to your list of secure connections: Go to: Setup -> Settings -> Security -> Network Access Add the following IP...
DataTrim Dupe Alerts, News
After the installation is done BUT before you can start using the app,there are a few steps to perform in completing the Initialization and Setup: 1) Add the license number provided by DataTrim. 2) Activate the subscription by Performing the OnBoarding Process. 3) Add...
