Category: Auto Convert

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mass merge duplicates

The Power of Deduplication

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.

Automatic Lead-convert in Salesforce

The following example will show you how to setup an automatic lead-convert process with a custom convert criteria.

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