BEST PRACTICE
Potential Duplicates List
Deduplicating in salesforce can often feel like a daunting challenge. But what if it could be transformed into a collaborative and efficient process? With the DataTrim Dupe Alerts solution, we redefine data deduplication by fostering a harmonious collaboration between...
Merging Account and Contacts with redundant Account-Contact relationship
Merging records in Salesforce should be a breeze. But have you felt the frustration when you the notorious error ''MERGE_FAILED… redundant account-contact relationship", throwing a wrench into your consolidation efforts? -the DataTrim Merge Wizard will help you...
DataTrim Dupe Alerts Console
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....
Merging with List View buttons
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...
Deduplication of Candidate Records
Initiating a deduplication of candidate records after migrating data from the previous Hiring, Staffing, ATS system, or otherwise after parsing numerous CVs you may end up with 1000's of candidates records which in a snapshot may look like this: Different Candidate...
Deduping Non-Parsed Candidates
The need for deduping non-parsed candidate profiles is often identified when using a resume parsing tool like DaXtra or any other of the resume parsing apps on the AppExchange. Although these techniques are fantastic to extract data from the submitted CV's, you will...
Big Deduplications – Mass Merge and Mass Convert in batch
DataTrim Dupe Alerts allow you to mass merge 1000’s of duplicates.
If you are having a very large database or if you have migrated data from multiple sources into salesforce, you might find you self with 1000’s of duplicates.
Too many dupes to process one by one, and too important to just delete the dupes in a quick sweep.
Searching and Filtering in the Account Hierarchy
Searching and Filtering in the Account Hierarchy is the key functionality to effectively managing accounts with many subsidiaries, locations etc. A hierarchical presentation of an account hierarchy is a better way to get a total view on the structure on an...
DataTrim Dupe Alerts – Mastering Alert Filters
Dupe Alert Filters and how to use them to match and merge subsets of your account, contact or lead data.
Putting everything into one big black bucket, giving it a stir and see what happens, will not get you the best starting point for a job well done.
Deduping Candidates in an Applicant Tracking Solution
Deduping candidates is a recruitment database isn't always as easy as it sounds, especially if number of candidates reaches a certain volume. “Deduping candidates requires a more delicate and sophisticated matching process than when deduping business contacts”...
5 Tips to consider for Candidate Deduplication in an Applicant Tracking Solution (ATS)
Effective Candidate deduplication is one of the big challenges when you want to manage and automate your staffing and recruitment efforts in a world class Applicant Tracking Solutions. The bigger your candidate database becomes, the more important is the ability to...
4 Questions to find out if you have AWESOME data
Your data is your most valuable asset! Do you have AWESOME DATA ? AWESOME solutions are not working without the underlying data being reliable, trustworthy, complete and consistent. -And data is rarely is all this…. data is often TERRIBLY AWESOME Quick facts: 88% of...
Trust Your Data
Do you Trust your Data? Question 1: Would you buy a 100.000$ car, if you can’t trust the quality of the petrol you fill it up with? Question 2: Would you implement a high-end marketing automation tool if you can’t trust the data you put into it? While you have no...
Reliable, Complete and Consistent data, -are you kidding me?
In an ideal world your should have Reliable data. Complete and Consistent. But reality often shows that it is not. Reliability – or your ability to base your business decision on your data Every day we make decision based on the information our solutions hold about...
Data Quality Case Story
From down right dirty to sparkling clean in one easy cycle In this Data Quality Case Story article we share some of the thoughts and quotes from an Australian client. A Salesforce client, who no longer trusted their data. Watch the video on youtube to see how we...
Big Deduplications or How to Eat and Elephant ?
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…
Custom Job Title Mapping
Customize the Job Title mapping in the Data Laundry In the article: Convert Global Job Titles to Segment-able Job Role and Job Function picklist values we demonstrated the value of being able to actively utilize the job titles in your customer database as a criterion...
Job Title Mapping
Convert Global Job Titles to Segment-able Job Role and Job Function picklist values Did your Marketing Manager ever asked you: How many CEO's do we have in our prospect list? -and did you realize that when you created your report and defined the filter for the Job...
Data Quality Assessment and Improvement with DataTrim – Your Data Laundry
To get Clean Data, first you need Data Quality Assessment. Only then can you effectively get Clean Data. If you don't know where you are going, any road will get you there. -Lewis Carroll YOU NEED CLEAN DATA BECAUSE: Lead, Contact or Account assignment by geography...
Data Management Plan (Saison1, Ep. 4)
Data Quality and Beyond Now, that you have had a chance to understand, assess and improve your Data Quality, it is time to keep it this way. It is time to make a plan, a Data Management Plan. In the previous articles: Understanding Data Quality (Episode 1) Assessing...