Tag Archive: Dupe Alerts

Feb 27

Dupe Alerts, Release: February 2018

relnote1

New Features and Functions -Lightning Ready, Improved Navigation -Redesign of the Merge Wizard, now including a Summary page where you e.g. can check if any of the 2 contacts are Portal Users -New List View Buttons, to enable your users to merge directly from the List Views or Search Results. -New DataTrim Matched Records Batch …

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Jan 23

Dupe Detection Upon Entry

Dupe Detection Upon Entry

DataTrim Dupe Alerts include a function: Dupe Detection Upon Entry which often is overlooked. The built-in search and matching functionality of the Dupe Alert App will at the entry of a new account/contact/lead make a thourough search for duplicates, and notify the user using the Dupe Status element on the account it-self. Notifying the user: …

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May 03

Dupe Alerts, Release: May 2017

DA_YOUTUBE

New Features and Functions -Lightning Ready, Lightning Ready and Lightning Ready -Support for IN operator in the Filter statements -Performance improvements on the matching engine to decrease matching time for larger datasets Lightning Ready Following the advancement and development of the Lightning functionality of salesforce, we are now proud to announce that the DataTrim Dupe …

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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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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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