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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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Report on notes and attachments

Report on notes or attachments in Salesforce

Salesforce doesn’t natively support creating reports for Notes and Attachments, which can be limiting. However, imagine you need to review all the Notes added to your Accounts or Opportunities over the past year. It becomes even more challenging if you need to update hundreds of Notes without manually accessing each one. This process can be…
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