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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.

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:

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