DataTrim Dupe Alerts, DataTrim Entry Check
Duplicates exists. Point! There is no way around it, they are there but do you know how the areintroduced, and how you can put solutions in place to prevent them from being created or solutions which will clean up your existing duplicates. Read more: Top 5 reasons why...
Case Story, DataTrim Entry Check
Being able to prevent duplicates when creating new client records, and at the same time effectively identify if the client is an existing client were the essential requirements for the #2 Car Manufacturer brand in Ireland when they were looking for a simple way of...
DataTrim Entry Check, How To
Custom Searching in Standard and Custom Fields As described further below you can now customize the list of fields being queried by Entry Check, this also allows for you to add your own search fields to the Entry Check Page. Imagine that you have a Vehicle...
Case Story, DataTrim Entry Check
Adopting Entry Check to work with Program Intake… Duplicates enter from many sources and with the power of the salesforce platform you can develop custom entry pages which collect data for the contact but also related data like cases, opportunities etc. from one...
Case Story, DataTrim 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, DataTrim 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....
