Best Practice, DataTrim Dupe Alerts, How To
By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...
Best Practice, DataTrim Dupe Alerts, How To
In a constant effort to improve the matching algorithms and make them better and better we continuously introduce new Advanced Parameters, for you to optimize the matching process. Our comparison routines are highly complex algorithms, which are capable of analysing...
Best Practice, DataTrim Dupe Alerts
DataTrim Dupe Alerts also include the Website, Facebook, LinkedIn, Twitter and Google+ references to better detect duplicates – all by Default. This functionality is already available, all you have to do is to go to the setup and provide field references to where you...
Best Practice, DataTrim Dupe Alerts
In salesforce phone numbers are stored in multiple fields, and your contacts don’t always differentiate between an office phone and a mobile. We have often seen that Phone and mobile numbers are mixed around, or realizing that the phone number on one records is the...
DataTrim Dupe Alerts, News
Spring 2016 New Features and Functions: -Console Updated to Lightning Design, more interactivity and direct click-through to Matched Records -Dupe Alerts Results, incl analytics, and direct click-through to Matched Records -Quick Merge improved to also include an...
Best Practice, DataTrim Dupe Alerts, DataTrim Entry Check, How To
Now that you have your Salesforce™ org up and running, data loaded, You may have realized that your data is full of duplicates. Read on to understand why duplicates exists and what you can do to mitigate the issue. Building a client or prospect database has never been...
