DataTrim Entry Check logo

DataTrim Entry Check

By d2b International ApSAdmin & Developer Tools

Rating
5.0
Reviews
12
Pricing
Free
With paid plans
Listed since
2009

About DataTrim Entry Check

Manage Duplicates the User Friendly Way

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.

Highlights

  • 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.

Screenshots

DataTrim Entry Check

Image 1 of 9

DataTrim Entry Check

Pricing

Free, with paid plans.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on December 24, 2018
Languages
  • English

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