In this example, you will learn how to configure an automated lead conversion process using customized conversion criteria. You can use this setup to define specific conditions that automatically convert leads into contacts and accounts within Salesforce.
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Fuzzy de-duplication is a process used to identify and merge duplicate records in a dataset, where the duplicates are not exact matches but are similar enough to be considered the same. This technique is particularly useful in situations where data entry errors, variations in spelling, or different formats can cause similar records to appear distinct.…
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