SALESFORCE DUPLICATE MANAGEMENT: A new Strategy to Manage DUPLICATE RECORDS
Posted by Thomas Shaw on December 8th, 2020
In the newest Salesforce release, Spring ‘15, Salesforce introduced a brand new function to help customers handle duplicate records. This feature, the Salesforce Duplicate Management function, will warn users once they are wanting to save a record that shows a match to an current record. Salesforce previously didn't offer a technique to handle duplicate records, and should you wanted to prevent duplicates, you had to integrate having a third party app from the Salesforce AppExchange. Using the Salesforce Duplicate Management feature, Salesforce now offers an in-house solution for redundant data. This function is available on Qualified, Enterprise, and Limitless Editions, and can be used for accounts, contacts, leads, and custom objects. Get additional information about salesforce deduplication tools
How The Salesforce Duplicate Management Feature Functions
So as to use the Salesforce Duplicate Management function, you should create and activate duplicate guidelines and matching rules. Matching guidelines recognize which conditions have to be met for a distinct field to be deemed a match, and uses criteria to identify when the record is really a match all round. Duplicate rules establish what takes place when a duplicate is located, such as if a user is permitted to save a record which has a match.
As soon as these guidelines are activated, users are going to be notified if they are developing a record with any prospective duplicates. They are going to be shown a list of existing records which are flagged as matches, and the matching fields are going to be highlighted.
Benefits Of Using Salesforce Duplicate Management
Activating the Salesforce Duplicate Management tool is usually a fantastic solution to maintain your data clean. Users normally forget to search current records in Salesforce ahead of they enter a new contact or account, and this new function acts as a security net. It truly is a free function included within your licenses, and investing the handful of hours to set up the guidelines can definitely support hold your company organized and save you time from deduping data inside the extended run.