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
If you are using Marketo, you may be levering their Lead Score feature to rank your leads. With the Keep Max Value Merge option, you can now make sure that no matter how 2 leads are merged, you will always keep the highest Leads Score. By default, the salesforce merge...
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...
DataTrim Dupe Alerts, How To
Excluding fields from the merge process When updating account, contact or leads records salesforce will evaluate the values on the records to make sure that they conform to validation rules, and with the State and Country Pick-list feature enabled, the validation also...
Account Organizer, Case Story, DataTrim Dupe Alerts, How To, News
“Ron Cowan, Zimmer Dental: Data integrity is the ‘elephant in the room’ of all CRM systems. A lack of a global process to reduce duplicate records is a primary reason why many CRM systems fail. If users cannot trust the data, they will stop using the system. ”...
