Salesforce is a powerful customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities efficiently. However, like any CRM system, Salesforce is only as effective as the data it contains. Duplicate leads and contacts can undermine the accuracy of your data and negatively impact your sales and marketing efforts.…
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Data duplication is a common challenge faced by organizations using Salesforce. Duplicate records can lead to wasted resources, inaccurate reporting, and a disjointed customer experience. To overcome this hurdle, deduplication becomes essential. Deduplication is the process of identifying and merging duplicate data within Salesforce, ensuring data integrity and improving overall data quality.
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.
