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Free

Rating

(10)

Listed On

9/19/2013

Latest Release

4/26/2018

Account Management Made Easy

Accurate account revenue rollup for the large accounts or accounts with multiple locations/facilities.##- Inline Account Hierarchy and the ability to easily build and manage account hierarchies and Account groups, - change owners, merge duplicates etc…

  • Organize your Account Hierarchies, Parent and Child Linkage
  • Inline Account Hierarchy for the Account Detail View
  • Includes Fuzzy Searching, Filtering and Merging Features
Working with account hierarchies can sometimes be challenging:##Parenting, Merging and Account Owner assignment is part of managing your account records.##With Account Organizer you can manage all this in one single view.####The Account Organizer helps you getting the 360 view…##Rolling up revenue to Major Accounts##Identification of cross sell opportunities##Positioning new prospective account into the account hierarchy####Fuzzy Search using our proven matching capabilities.##Searching DUNS number from e.g. Data.com, ##Advanced filtering and support for advanced SOQL queries ##Integration with DataTrim Dupe Alerts

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 1
  • Custom Applications: 0
  • Custom Tabs: 1

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support

+1 (646) 400 5500, +44 (0)203 051 6261

Additional Information

Package Name
DataTrim Account Organizer
Version
April 2018 - AO / 1.37.0
First Release
9/19/2013
Latest Release
4/26/2018
Languages
d2b International ApS
Phone
+1 (646) 400 5550 or +44 (0)20 3051 6261

d2b International ApS dba. DataTrim helps companies and organizations worldwide in improving and maintaining a high level of Data Quality.####DataTrim improve the reliability completeness and consistency by applying a set of data cleaning treatments which is called The Data Laundry.####The Data Laundry solutions are solutions for business people solving business problems and our focus is to transform the complexity of data management and deduplication into highly effective yet easy-to-use solutions with high usability also for non-IT experts.####The Data Laundry solutions and services adds experience based data cleaning processes to lead management, marketing automation, customer support and account management processes in salesforce and created direct impact on the day-to-day usage and productivity in a intuitive, collaborative and cost effective way.####d2b International ApS was established in 2001. The division was founded to support the consultancy division (d2b Solutions ApS) with a data processing organisation to implement custom data quality solutions.

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