Category Archive: How To

Mar 23

Review & Merge : Collaboration

Review Field - Definition

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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Mar 22

Review & Merge : Permissions

Is My Dupe - classic

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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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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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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Jun 01

Summer 15, Entry Check Bug fix

support

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 …

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May 04

OnBoarding Failed: Send Email Failed

SendEmail 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: 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 …

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