How to Mass Merge contact records using a CSV file
Mass Merge contact records using a CSV file:
Mass Merge contact records using a CSV file:
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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To stop duplicate contacts, accounts and leads from entering Salesforce do the following:
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.