Apr 19

Dupe Alerts, Spring Release 2016

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 end-user oriented Review process.
-Improved Initialization and first time setup process

Console: Interactive and click through to Matched Records

The Dupe Alerts Console has been improved with Lightning Design and interactivity, allowing you to jump directly to the Matched Records, from an Alert or an Alert Result.

Dupe Alerts Console

Dupe Alerts Results, updated View Page

The Dupe Alerts Result has now finally stepped out of the shadow as being “boring” log data. The result of a matching process is now presented in an intuitive way with key information and direct – one-click – access to reviewing the potential duplicates.


Dupe Alert Results Detail

Review Wizard and Quick Merge Redesigned

The Review Wizard, allowing you to effectively go through a list of potential duplicates and take action while reviewing all the details carefully, has been redesigned to meet the Lightning Design standards, but also to simplify the process of reviewing, merging, linking or classifying as False Dupes
The Quick Merge and Convert Wizard has been improved for ease of use, and as displayed below, we now incorporate a User Feedback process, which enables even more collaborative processes.


review wizard account

Support for End-User Review process

Involve your end users in reviewing and validating dupes, without necessary given them the possibility to Merge (Update and Delete). With the Review Wizard in Review mode, the end users can now review their potential dupes, give feedback, and participate in cleaning up your database and improving the quality of the database. Taking ownership of their data, the quality and making the end-users more engaged.


review wizard account review

Improved Initialization and first time setup process

First Impression counts, and so we have also improved teh setup and initialization wizard, so that you can get to the insterestign part without having to go through a difficult setup process.


Setup Step 1
New to this release is though the addition of a Remote Site for enabling our App to create List Views on the Matched Records tab on the fly.


Setup Step 5

New Release – DataTrim Dupe Alerts

General availability: Spring 2016, a new version of DataTrim Dupe Alerts.
Take the advantage of upgrading your existing version and benefit from the new features and bug fixes in this version.
Get Started

Learn more about Dupe Alerts
Contact Us for more information about this solution

Apr 18

DataTrim Dupe Alerts – Remote Site

In our Spring 2016 release we have introduced a new function which dynamically can create List views on the Matched Records tab.


The functionality requires access to the API and the web-server with the APIs to be listed in the Remote Site sections of your setup.
You will therefore be required to do and verify 2 things:
1) That the TRIMDA domain is added to your list of Remote Sites
2) That the Installed Package has Unrestricted access to the APIs.

If you do not make these changes during the installation/setup you will be see an error message screen like this when trying to access the new functions: Review Dupes
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1) Add TRIMDA domain to your list of Remote Sites

Go to: Setup -> Administration Setup -> Security Controls -> Remote Sites Settings
(https://na1.salesforce.com/0rp?spl1=1&setupid=SecurityRemoteProxy)

Add:
Remote Site Name: TRIMDA
Remote Site URL: https://trimda.na11.visual.force.com
Description: DataTrim

Note: the value na11 above is the domain of the salesforce server where your org is running.
In your case this should be replaced with the domain of your server.
Check out your browser URL for your value.
If you are using a personalized url and your browser displays e.g. https://mydomain.my.salesforce.com, you must include your domain in the Remote Site URL like this: https://mydomain–trimda.na11.visual.force.com
remotesite

setup2

2) Give Installed Package Unrestricted access to the APIs

Go to: Setup -> App Setup -> Installed Packages
(https://na1.salesforce.com/0A3?setupid=ImportedPackage)

Make sure that the API Access value is set to Unrestricted
22-04-2016 18-00-48

DataTrim Dupe Alerts

DataTrim Dupe Alerts – is a salesforce app, which is specialized in performing deduplications on small and large databases, new and existing data, containing lead, contact, account, consumer and candidate records.
Watch the introduction videos below, or contact us to learn more about how we can help you.

Learn more about Dupe Alerts
Contact Us for more information about this solution

Nov 30

Entry Check, Release November 2015

November 2015

New Features and Functions:
-Updated Classic and Lightning Experience theme
-Dynamic field Lists for search results (Accounts, Contacts and Leads)
-Support for exclusion/suppression of reserved words
-Improved search and match algorithms
-Searches improved for partial searches

Modern classic and Lightning Experience

In this release we have adopted the design guidelines from the Lightning Design System, and Entry Check is now availabe in both Classic (General Available) and Lightning Experience (BETA)

EC Main Page, Lightning Experience
EC Main Page, Classic

Dynamic field Lists for search results (Accounts, Contacts and Leads)

You no longer any need to create a Custom Entry Check page to define your own fields in the search results.
By leveraging the Field Set feature of salesforce you can now customize the list of fields with a few clicks, and add/remove fields to the display.

Dynamic Field Lists/Sets

Support for exclusion/suppression of reserved words

We have optimized the search algorithms with a number of improvements for in particular the German and French languages. By working with reserved words our search mechanism can more intelligently find the best matching records. But we recognize that we cannot predict all the various combinations of reserved words across languages and business. This release therefore includes a new option for you to enter common words or values which appears in your database and which may be misleading when you are performing searches
2014 august new parameters

Improved search and match algorithms and searches improved for partial searches

In this release we have made significant improvements with regards to:
-Performance, and the ability to switch off search on the non-indexed MatchKey
-Searching and finding leads, contacts and accounts with non-ascii characters like: æøåüöéç etc.
-Searching and finding leads, contacts and accounts with single field search like phone, or email etc.

New Release – DataTrim Entry Check

General availability: November 2015, a new version of DataTrim Entry Check.
Take the advantage of upgrading your existing version and benefit from the new features and bug fixes in this version.
Get Started

Learn more about Entry Check
Contact Us for more information about this solution

Jun 02

NEW: DataTrim Dupe Alerts Console

Deduping your database is not just about setting up rules and merging duplicates; it is also about managing the process, knowing if everything is OK.
With the Dupe Alerts Console, you get an overview of all your deduplication activities in one screen.
console

Quick Status:

I 4 simple figures will the console show you how many alerts you currently have active (in the processing queue), how many alert you have in the scheduling queue, if you have any alerts that failed, and the total number of alerts in your setup.
In the detail view you will be able to view all the active alerts, one snapshot shows you which ones are running and when they will be running.
The results of the most recent alerts are listed together with any alerts which failed, giving you the possibility to quickly react, correct and manage your alerts.

Statistics

Ever wondered how many records are checked and how many dupes the alerts are detecting. The sidebar on the right gives you all the key number for you to check how well your alerts are doing.
Total summary as well as per Alert Type is available.

Availability

Available with the May 2015 release (from version 1.54).
Start the Installation (New Installation or Upgrade) directly from out website now!
Get It now!

DataTrim Dupe Alerts

DataTrim Dupe Alerts – is a salesforce app, which is specialized in performing deduplications on small and large databases, new and existing data, containing lead, contact, account, consumer and candidate records.
Watch the introduction videos below, or contact us to learn more about how we can help you.

Learn more about Dupe Alerts
Contact Us for more information about this solution

Jun 02

DataTrim Dupe Alerts Initialization and Setup

After the installation is done BUT before you can start using the app,
there are 3 steps to perform in completing the Initialization and Setup:


1) Add the license number provided by DataTrim.
2) Activate the subscription by Performing the OnBoarding Process.
3) Add the DataTrim IP addresses to your network access list.

After the installation is competed, go to the DataTrim Dupe alerts Tab, and the wizard will guide you through the 3 steps (or open the visualforce page: /apex/TRIMDA__TrimDA_Initialize )
If you upgrade, or needs to go back changing the data you can always access the settings from the DataTrim Setup page

1) Enter the License Number

Once you have initiated the installation you should receive an automated email containing your dedicated license number, enter the 18 character license number.
If you do not have a license number, please contact support@datatrim.com to have it resent.

setup2

2) Activate the subscription by Performing the OnBoarding Process

In order for DataTrim to perform the de-duplication of your data you must grant us access to it.

If you signed up for the DataTrim Dupe Alerts you already have our commitment with regards to non-disclosure of the information from the registration process.

There are 2 alternatives for granting us access to your data.
Alternative 1: Create a Specific DataTrim user
Alternative 2: Reusing an existing salesforce License

Alternative 1 is the optimal solution, as it gives less implication while delivering the service to you. We and our solution will be able to reset the password when it expires, and you can setup a specific profile for this user, limiting the DataTrim user to having access to the relevant data only.

Alternative 2 however, has the benefit of saving you from buying another license from salesforce, but we would have to manually go through the OnBoarding process each time the user changes the password.

setup3
Fill in the form and submit the OnBoarding Key by clicking the OnBoarding Button.

3) Add the DataTrim IP addresses to your network access list

To ensure a secure connection between salesforce and the servers which are running the matching processes, the IP addresses needs to be added to your list of secure connections.

Go to: Setup-Administration Setup-Security Controls-Network Access

Add the following IP ranges to your list:
• Start IP Address: 72.32.205.66 End IP Address: 72.32.205.70
• Start IP Address: 88.167.180.0 End IP Address: 88.167.180.255

When done you should see the following details in your Network Access list:
NetworkAccess

You are done!

When your application is active (and we will confirm by e-mail when this is done) your de-duplications (alerts) will be executed as scheduled.

DataTrim Dupe Alerts

DataTrim Dupe Alerts – is a salesforce app, which is specialized in performing deduplications on small and large databases, new and existing data, containing lead, contact, account, consumer and candidate records.
Watch the introduction videos below, or contact us to learn more about how we can help you.

Learn more about Dupe Alerts
Contact Us for more information about this solution

Jun 01

Summer 15, Entry Check Bug fix

With the changes applied by salesforce for the Summer ’15 release:

“Changes to Home Page Components”

The Quick Entry Check, Home page component is prevented from working as before.

We have therefore released a new version of Entry Check, which included the changes needed for you to keep having the Quick Entry Check functionality.

Once your instance of salesforce is upgraded to Summer ’15 your Quick Entry Check will look like this:

EC-Home VF page, failure June 2015

Use the link below to start the upgrade process, or start the installation of the latest version from the AppExchange:
Upgrade to Version 1.84

Once the installation/upgrade is done, the ‘old’ Home page component will display the text: DO NOT USE!
The fix, consist of a new Home Page Component (based on visualforce), you will need to manually remove the old component and add the new component.

Go to the Setup -> Build (or App Setup) -> Customize -> Home and edit your Home Page Layout:
Link to Home Page Layouts

EC-Home, Edit Layout, June 2015

In Step 2 you will need to move it into the right position on the Narrow sidebar.

The Quick Entry Check should now have been replaced on your sidebar, and working as before.

EC-Home VF page, New June 2015
If you run into any questions, do not hesitate to contact us. support

May 04

OnBoarding Failed: Send Email Failed

If you have tried to perform the OnBoarding process for DataTrim Dupe Alerts in a Sandbox environment you may have encountered an error message:

SendEmail Failed

As the Error indicates: sendng out emails is not enabled for your (sandbox) org.
SendEmail Failed: First Exception on row 0; first error: NO_MASS_MAIL_PERMISSION, single emails is note enabled for your organization or profile, Single email must be enabled for you to use this feature.

As part of the OnBoarding process an email is sent to our support center, this email allows our team to verify that the OnBoarding has been performed successfully.
Without this email, the OnBoarding will not be verified and thus completed.

Salesforce does not enable emails by default in sandboxes, so you will have to go and enable the emails manually.
Use the following link to modify the email deliverability:
https://test.salesforce.com/email/admin/editOrgEmailSettings.apexp

The link should get you to a screen which contains the element which you see below.
You can also navigate to the Email Deliverability section under the salesforce setup manually:
Administration Setup -> Email Administration
Set the Access Level to: All email
4-6-2015 13-48-55
You should now be able to complete the OnBoarding process.

Mar 26

Record Merge and Update after activation of State and Country Pick-list feature

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 takes place on the various state and country fields on the records.

During the enablement of the State and Country Pick-list feature, organizations are guided through a process where all ‘invalid’ values are converted to the new pick-list values. This process can be tedious, and overwhelming, and case stories have shown that even after such conversation of values there are still means in which the invalid values enters or remains in the system.

These invalid values prevent updates and merges to be made.

With the merge functionality of DataTrim Dupe Alerts, there is a possibility to ignore these fields, and then benefit from the effective Quick Merge or Mass Merge functionality of the DataTrim Package.
If you have encountered this issue, do the following: Go to the DataTrim Setup page, select the Merge and Mass Merge menu option and add the standard state and country fields to the Merge Field Exclusions.

25-3-2015 17-29-50

image: Example: Exclusion of State and Country fields for Leads, Contacts and Accounts.

Exclusion fields:
Account: BillingState;BillingCountry;ShippingState;ShippingCountry
Contact: MailingState;MailingCountry;OtherState;OtherCountry
Lead: State;Country

DataTrim Dupe Alerts – is a salesforce app, which is specialized in performing deduplications on small and large databases, new and existing data, containing lead, contact, account, consumer and candidate records.
Watch the introduction videos below, or contact us to learn more about how we can help you.

Learn more about Dupe Alerts
Contact Us for more information about this solution

Mar 01

DataTrim Dupe Alerts Upgrade path – Spring 2015

You may be on an older version of DataTrim Dupe Alerts.
You subscription includes all new upgrades free of charge.

Verify here for the latest version

If you are not on the latest version you should upgrade for 2 reasons:
1) We make regular changes to our application to make sure that we constantly keep up with any progress provided by the salesforce platform, allowing you to benefit from new integrated features as well as changes which we make in order to comply to changes implied by salesforce.

2) We make regular changes to the app, including new and improved functionality. Functionalities which are designed based on feedback from our user community, and which we implement to the benefit of all our clients.

You will always be able to find the latest version on our website, release messages are being sent to the person we have registered as the main user, please let us know if you want to be on the distribution list.

The upgrade is smooth, and will not affect your current alerts, or any configuration you currently have.

There are 3 main things to observe:
1) During the installation, make sure that you give access to all users.
2) After Installation, check that you have the most recent DataTrim Dupe Alert Tab
3) After Installation, check that your Click-Jack protection settings are aligned.

1) Make sure that you give access to all users

Long time ago we introduced features like the Dupe Status, and Dupe Detection Upon Entry which are available for all users. Enabling access to all users during the installation, will simplify the setup for these features.
Installl, Grant Access

2) Check that you have the most recent DataTrim Dupe Alert Tab

In 2012 the DataTrim Dupe Alert tab, the tab where you setup the alerts, was replaced by a new tab, which included direct links to the user guide, and setup of the DataTrim app. If you look at all tabs available you will now see 2 tabs with the same name.
The one without the additional text: “Tell me more!” is the new one.
25-3-2015 17-58-04
Unfortunately the salesforce installation process does not allow us to remove the old tab from the package. What you might have to do is to go to the app setup (in the salesforce setup) and switch the Tabs around so that when you go to the DataTrim Dupe Alerts App (using the menu in the top left corner of salesforce) you will always get to a screen with the 3 most recent tabs. 25-3-2015 18-00-32

25-3-2015 18-02-48

3) Check that your Click-Jack protection settings are aligned

In Spring 2014, salesforce introduced Click-Jack protection. This protection was enforced for all, and forced us to redesign the way we open/present the merge wizards to the user. As the Click-Jack protection can vary from one org to another, we have created 2 new settings in the DataTrim setup. These 2 new settings should be set to reflect the settings you have for salesforce overall.
Clickjack6

Permissions Settings

Assign Permission sets to relevant users
The Installation package contains 2 permission Sets:
1. DataTrim Admin User: This permission set is to be used for the users (admin, data steward etc.) who will be creating editing and running the alerts.
2. DataTrim End User: This permission set is to be used for the all users who will be reviewing and potentially merging the duplicates identified by the application. Users who will need to see the Dupe Status on the Detail View of the Account/Contact/Lead and/or benefit from the Dupe Detection upon entry will also need to have this permission set.

permission sets
Note that your license is an organization wide license, thus you do not need to assign licenses to individual users.

Get Started!

Start the Installation directly from out website now!
Get It now!

DataTrim Dupe Alerts

DataTrim Dupe Alerts – is a salesforce app, which is specialized in performing deduplications on small and large databases, new and existing data, containing lead, contact, account, consumer and candidate records.
Watch the introduction videos below, or contact us to learn more about how we can help you.

Learn more about Dupe Alerts
Contact Us for more information about this solution

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