Category Archive: DataTrim Entry Check

Nov 30

Entry Check, Release November 2015

EC Main Page, Lightning Experience

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 …

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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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Feb 12

Dupe Analysis

11-2-2015 15-34-09a

Duplicates exists. Point! There is no way around it, they are there but do you know how the areintroduced, and how you can put solutions in place to prevent them from being created or solutions which will clean up your existing duplicates. Read more: Top 5 reasons why duplicates exists and keep accumulating. BUT…. Do …

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Sep 16

Top 5 reasons why duplicates exists and keep accumulating

GlobalData

Building a client or prospect database has never been easier than with salesforce. In a few clicks you are up and running, entering you first data, sending out your first emails, receiving your first leads etc. It is all about business processes and how you more effectively can reply to inquiries, run your marketing campaigns, …

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Sep 11

Effective Dupe Prevention and Client Search – All in One!

CustomEntryCheck2

Being able to prevent duplicates when creating new client records, and at the same time effectively identify if the client is an existing client were the essential requirements for the #2 Car Manufacturer brand in Ireland when they were looking for a simple way of handling this for their client facing team of users. They …

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Aug 28

Entry Check, August 2014 Release

Merge buttons

August 2014 New Features and Functions: -Merge Buttons on Search Results -Support for exclusion/suppression of reserved words -Improvements for recognition of German and French descriptive words -Searches improved for partial searches -Advanced Customization of DataTrim Entry Check (See separate blog entry) Merge Buttons on Search Results Although the objective of Entry Check is to prevent …

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Aug 27

Advanced Customization of DataTrim Entry Check

Custom Label 1

Custom Searching in Standard and Custom Fields As described further below you can now customize the list of fields being queried by Entry Check, this also allows for you to add your own search fields to the Entry Check Page. Imagine that you have a Vehicle registration number for your contacts, an Account number for …

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Apr 15

Case Story – MEDA.: Custom Entry Check

medasf

Adopting Entry Check to work with Program Intake… Duplicates enter from many sources and with the power of the salesforce platform you can develop custom entry pages which collect data for the contact but also related data like cases, opportunities etc. from one single page. Mission Economic Development Agency in San Francisco (MEDA) (a community-based, …

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Apr 15

ClickJack Protection, Spring ’14 – Entry Check

Clickjack2

Spring ’14 With the Spring ’14 Release of salesforce, ClickJack Protection will be auto enabled. This may not mean a lot to you, but if you enable the ClickJack Protection, this means that salesforce no longer support the display of custom Visual Force pages on e.g. the Lead Detail page Layout. For Entry Check we …

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Aug 22

Case Story – AZZ, Inc.: Entry Check

AzzInc

Dupe Prevention in a market with many account locations Working with large corporations can be challenging when searching and when wanting to create new accounts for new divisions, locations, etc.  AZZ|WSI (a specialty repair and overhaul company) were looking for a smooth way of handling this, just until they came across DataTrim Entry Check, and …

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