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Author's details

Date registered: 8th April 2014

Latest posts

  1. Quick Entry Check in Lightning — 26th April 2018
  2. Account Organizer, April 2018 News — 12th April 2018
  3. Dupe Alerts, List View Merge Buttons — 13th March 2018
  4. Dupe Alerts, Support for IN Operator — 2nd March 2018
  5. Dupe Alerts, Release: February 2018 — 27th February 2018

Author's posts listings

Mar 21

Review & Merge : Segmentation

List View - Classic, plus

With DataTrim Dupe Alert, Matching and Merging records is NOT limited to being a one-man’s Job. By intelligently segmenting your data into logical parts, you can match and review these parts separately. By involving multiple data-stewards and even end-users, you will improve the effectiveness of your cleaning process and increase your visibility to the cleaning …

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Jan 26

How to understand which solution is the best for us?

Completness, Accuracy and Speed

Fuzzy Logic – Probabilistic Matching – Blocking and Scoring? We are often asked about our technology: Do you use Fuzzy Logic? Are you using Probabilistic Matching? What’s your process for Blocking and Scoring? etc. We normally take pride in protecting our end users from having to understand any of this, and for those who would …

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Nov 04

Matching Campaigns or Imports

DataSource Import

You might have realized that matching ALL records EVERY time, isn’t always the optimal way to perform your deduplication. You constantly run into those odd dupes which takes up all your time and prevent you from focusing on the new records you just added, or those that you want to use in your next campaign. …

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Oct 19

Merge Rules/Options – Keep Values from Dupe

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 and the value from the Dupe is lost (unless …

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Oct 16

Merge Rules/Options, Keep Max value e.g. Lead Score from Marketo

2017-03-24_15-59-26

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 process takes 2 records; a …

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Oct 13

Merge Rules/Options – Exclude fields from Merge

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 and the value from the Dupe is lost (unless …

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Aug 22

Optimizing the Matching Process

2017-03-24_15-54-57

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 the content of the fields and find the words which are the most significant and …

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Jul 17

Matching – with Social CRM dupe check

Social CRM, blank

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 store your Social CRM data. This feature is of cause also …

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Jul 13

Matching – Cross checking phone numbers

Phone Cross Checking blank

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 mobile and on the other it is the office number. …

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Apr 19

Dupe Alerts, Spring Release 2016

Setup Step 1

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 …

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