SALESFORCE DUPLICATE MANAGEMENT: A brand new Way to Handle DUPLICATE RECORDS
08/12/2020 19:45
Inside the newest Salesforce release, Spring ‘15, Salesforce introduced a brand new feature to assist users handle duplicate records. This function, the Salesforce Duplicate Management function, will warn customers once they are looking to save a record that shows a match to an existing record. Salesforce previously did not offer you a method to manage duplicate records, and when you wanted to prevent duplicates, you had to integrate using a third party app from the Salesforce AppExchange. With the Salesforce Duplicate Management function, Salesforce now offers an in-house solution for redundant information. This feature is available on Skilled, Enterprise, and Limitless Editions, and may be used for accounts, contacts, leads, and custom objects. Get more information about salesforce deduplication tools
How The Salesforce Duplicate Management Function Functions
So that you can make use of the Salesforce Duplicate Management function, you need to generate and activate duplicate rules and matching guidelines. Matching guidelines identify which conditions have to be met for a precise field to be viewed as a match, and uses criteria to figure out if the record is really a match overall. Duplicate guidelines figure out what occurs when a duplicate is found, such as if a user is allowed to save a record which has a match.
When these rules are activated, users are going to be notified if they are developing a record with any prospective duplicates. They'll be shown a list of existing records which can be flagged as matches, as well as the matching fields will be highlighted.
Benefits Of Using Salesforce Duplicate Management
Activating the Salesforce Duplicate Management tool is often a fantastic way to maintain your information clean. Customers generally forget to search existing records in Salesforce before they enter a brand new contact or account, and this new feature acts as a security net. It is a free feature integrated within your licenses, and investing the couple of hours to set up the guidelines can really support keep your company organized and save you time from deduping data within the lengthy run.