Best Practice, DataTrim Dupe Alerts, How To
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...
DataTrim Dupe Alerts, How To, Support
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...
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, DataTrim Entry Check, How To, News
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, How To, News
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...
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...
