Month: August 2016

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mass update all rows

How to set new value in bulk using formula

This step-by-step guide illustrates how to set a new field value in bulk using a custom formula. This method can be applied to either a specific subset of records or to all records within your dataset, and it is designed to be user-friendly, eliminating the need for any coding knowledge. Whether you are updating a…
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How to prevent duplicate contacts in Salesforce?

To prevent duplicate contacts, accounts, and leads from entering Salesforce, follow these steps. Duplicates can cause significant issues in your data integrity and operational efficiency. By implementing these measures, you can maintain a clean, accurate database, ensuring that your sales, marketing, and customer service teams have access to reliable information. This guide will walk you…
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Stop duplicate contacts accounts and leads from entering into your Salesforce

Stop duplicate contacts accounts and leads from entering Salesforce

You can stop users from creating duplicate contacts by creating a duplicate rules inside Salesforce. this process is usually not recommended for leads, cases and other use cases.

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