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How to Dedupe salesforce Org Data?
How to dedupe Salesforce existing data in account, contact, lead etc?
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3 Replies
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here are a few things you acn follow to dedupe salesforce existing data:
Determine what constitutes a duplicate.
Do you "fuzzy" match for likely duplicates.
When you have a duplicate, which data do you carry over to the merged record?. - [adinserter block='9']
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You need to do it in two sections.
- Dedupe existing data - you can use demand tools to dedupe existing data in salesforce.
- Set up dedupe app to restrict any new duplicate data.
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There are new features now in Salesforce to prevent the creation of duplicate records. It does not help with those you already have in your org but does help prevent more being created. See more here on our blog: Detect Duplicates Across Contacts And Leads Using Standard Salesforce Rules
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