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
Image 1 of 9
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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