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...
The DataTrim Merge Wizard
Confidence in Every Click: Guiding You Through Salesforce Deduplication Bliss Merging records in Salesforce can often feel like navigating a complex maze. Uncertainties regarding what data to retain, concerns about the ripple effects on related records, and crucial...
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...
DataTrim Dupe Alerts – Remote Site
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...
Lead deduplication: part of your lead qualification process
Make Lead deduplication an integral part of your Lead qualification process. With salesforce passing its 20th birthday, Customer Relationship and Lead Management is no longer the new unexplored space where you can start with a clean blank paper. Databases now contains...
DataTrim Entry Check, Release: Spring 2023
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. Previous version of...
Hidden gems of DataTrim Entry Check
DataTrim Entry Check Extras: Features you might not have discovered yet DataTrim Entry Check is a simple to use app. It helps preventing users from entering duplicates, but there is more under the hood. Check out some of the hidden gems in this article, and get more...
Roll-up Revenue to Ultimate Parent Accounts
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...