SALESFORCE DUPLICATE MANAGEMENT: A new Solution to Handle DUPLICATE RECORDS
Peeklogic team developed a Salesforce Duplicate Management tool which allows user to Dedup Salesforce records in bulk or one-by-one.
Peeklogic helps your business to tackle any of your business challenges in the easiest and most economical way with current market trends and client’s competitors to generate win-win strategies with a truly excellent product.
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In the most recent Salesforce release, Spring ‘15, Salesforce introduced a brand new function to assist users manage duplicate records. This function, the Salesforce Duplicate Management feature, will warn users after they are trying to save a record that shows a match to an existing record. Salesforce previously did not provide a solution to manage duplicate records, and if you wanted to stop duplicates, you had to integrate using a third party app in the Salesforce AppExchange. Together with the Salesforce Duplicate Management feature, Salesforce now offers an in-house solution for redundant information. This function is offered on Skilled, Enterprise, and Limitless Editions, and can be used for accounts, contacts, leads, and custom objects.
How The Salesforce Duplicate Management Function Functions
In order to use the Salesforce Duplicate Management feature, you will need to build and activate duplicate guidelines and matching rules. Matching guidelines identify which conditions must be met for a particular field to be thought of a match, and uses criteria to identify if the record is usually a match overall. Duplicate rules figure out what occurs when a duplicate is found, including if a user is permitted to save a record which has a match.
Once these guidelines are activated, users will likely be notified if they may be producing a record with any potential duplicates. They're going to be shown a list of current records which are flagged as matches, plus the matching fields will likely be highlighted.
Benefits Of Using Salesforce Duplicate Management
Activating the Salesforce Duplicate Management tool can be a great method to preserve your information clean. Customers usually neglect to search current records in Salesforce just before they enter a new contact or account, and this new function acts as a security net. It really is a free function integrated in your licenses, and investing the few hours to setup the rules can seriously aid retain your company organized and save you time from deduping information inside the extended run.
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