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DataTrim Entry Check

Manage Duplicates the User Friendly Way

Overview

DataTrim Entry Check is a solution which helps you manage duplicates at any time when you come across them. At record creation, in list views, or when you are following up on an activity -Anywhere. Improve your data quality install it today.

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See How DataTrim Entry Check Works

  • Quick Entry Check is ingelligent (fuzzy logic) search and matching of new entries. Ranked match scoring of existing records to help find the best matching record.

  • Dynamic Dupe Status presented directly on then detail page layout for quick identification of duplicates entered via web-to-lead or imports with direct access to merge and convert functionality.

  • List View Buttons and a Dupe Status on each record, allows you to merge/convert duplicates anytime you or our team comes across it in your day-to-day work.

Data Quality and Clean Data are key to successful adoption of your salesforce implementation. DataTrim Entry Check is an easy to use and simple solution which prevents duplicates from entering into your Salesforce database. By applying advanced search and matching processes the solution checks immediately your Salesforce database for existing and similar Contacts, Accounts or Leads before the new record is stored, thus preventing duplicates from being created. DataTrim Entry Check presents the user with a list of possible dupes ranked by score, thus enabling the user to proceed working with the existing record or create a new record without double entry effort.

Categories

Business Needs
Admin & Developer Tools
Data Management
Data Cleansing
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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