The main usage of a Master Selection Formula in Zaapit for Salesforce is as a powerful rule that helps users automatically determine the master (or survivor) record when duplicates exist. 💡 What It Does When multiple records share similar or identical data, Zaapit uses the Master Selection Formula to auto-select the one that should be…
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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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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.
You can stop users from creating duplicate contacts by creating a duplicate rules inside Salesforce. this process is usually not recommended for leads, cases and other use cases.
