Category: Deduplicate

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Tackling Duplicate Leads and Contacts in Salesforce

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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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.

alternative to excel connector

Best Alternatives to Salesforce Excel Connector

Seeking Mac/Windows Alternatives to the Retired Excel Connector? Many companies relied on the Salesforce Excel Connector alongside Microsoft Excel for bulk updates and general data maintenance tasks. This process typically involved exporting data segments, identifying and resolving issues, refreshing data, and re-importing it back into Salesforce. This workflow is not only time-consuming but also prone…
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Fuzzy de-duplication within Salesforce

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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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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