Category Archive: DataTrim Dupe Alerts

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

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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

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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

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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

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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

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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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Apr 18

DataTrim Dupe Alerts – Remote Site

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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 …

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Jun 02

NEW: DataTrim Dupe Alerts Console

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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. Quick Status: I 4 simple figures will the console show you how many …

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Jun 02

DataTrim Dupe Alerts Initialization and Setup

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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 …

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