Deduping Candidates in a Recruitment 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” A...
Case Story – AZZ, Inc.: Entry Check
Dupe Prevention in a market with many account locations Working with large corporations can be challenging when searching and when wanting to create new accounts for new divisions, locations, etc. AZZ|WSI (a specialty repair and overhaul company) were looking for a...
Case Story – Onstream Media Corp.: Entry Check
Preventing duplicates across sharing permissions Using salesforce in organization where the permission to records are limited based on organizational silos, Account Management models etc. can present a challenging when searching and when wanting to create new records....
Account Organizer, A New Data Cleaning utility
Working with account hierarchies can sometimes be challenging, which account is the parent, which one is the child, are the duplicates, who is the account owner etc. With Account Organizer you can manage all this in one single view. Organize your Accounts Whether you...
Activating the subscription by performing the OnBoarding Process
In order for DataTrim to perform the de-duplication of your data you must perform an OnBoarding process which links our matching engines to your org. in a secure way. Here is how to, Step-by-Step: 1. Go to the Dupe Alert Console (in older versions go to the DataTrim...
Preventing duplicates from entering salesforce
With DataTrim Dupe Alerts we have received a lot of good feedback saying that finally it is easy to clean up duplicate records in Salesforce. But why stop there, what if you could prevent the duplicates from entering into your database in the first place? Simply ask...