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, Support
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...
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...
DataTrim Dupe Alerts, How To, Support
Merge Rules and how to select what data to keep during the merge process. When merging records in salesforce all related data such as Activities, Attachments etc. are always moved across from the Dupe (the record which goes away) to the Survivor (the records which...
Account Organizer, News, Support
New Release: DataTrim Account Organizer – Summer 2021 With hundreds of installs and feedback from a number of existing clients, we have listened. We developed and is proud to deliver a brand-new version of the DataTrim Account Organizer. A new version which not...
