Category: mass merge duplicates

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Mass merge using csv file

How to Mass Merge contacts using a CSV file

Managing duplicate contacts in Salesforce can be a daunting task, especially as your database grows. Duplicate records not only clutter your system but can also lead to inconsistencies and inefficiencies in your customer relationship management processes. To address this, leveraging a mass merge process using a CSV file can significantly streamline your data management efforts.…
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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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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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