How to set new value in bulk using formulas?
The following is a step-by-step guide that explain how to set a new field value in bulk using a custom formula on a subset of your records / all records (without coding).
The following is a step-by-step guide that explain how to set a new field value in bulk using a custom formula on a subset of your records / all records (without coding).
To stop duplicate contacts, accounts and leads from entering Salesforce do the following:
You can stop users from creating duplicates by creating a duplicate rules inside Salesforce. this process is usully not recommnded for leads, cases and other use cases.