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

Looking for an alternative to salesforce excel connector? (for Mac and Windows?)

Looking for a  Mac/Windows alternative to the retiried Excel Connector? Many companies used salesforce excel connector + Microsoft Excel for bulk updates and general data maintenance tasks. The constant process of exporting segments, identifying issues, performing refershes, and re-importing that data back into Salesforce is extremely time-consuming and prone to complications.

Fuzzy de-duplication within Salesforce

The following example will show you how to setup a fuzzy duplicates list-view with a mass-merge option using a formula within Salesforce.

How to stop duplicates contacts entering Salesforce?

To stop duplicate contacts, accounts and leads from entering Salesforce do the following:

Stop duplicate contacts accounts and leads from entering into your Salesforce

Stop duplicate contacts accounts and leads from entering into your Salesforce

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.

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