-
How to Dedupe salesforce Org Data?
How to dedupe Salesforce existing data in account, contact, lead etc?
-
3 Replies
-
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?. -
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.
-
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
Log In to reply.
Popular Salesforce Blogs
Salesforce Data Cleansing - Maintain Your Data Quality
In the Salesforce world, the major part is played by data as we all are aware that Salesforce manages to have data in immense amounts…
How to select the right Salesforce Edition for your Business?
Introduction: With extensive experience in Salesforce implementation, we have gained valuable insights into the various Salesforce Editions and their impact on businesses. Each edition offers…
Learn About Query Languages & DML in Salesforce
To fetch data, we have a query language in Salesforce. Below are the database query languages in Salesforce. SOQL - Salesforce object query language SOSL…
Popular Salesforce Videos
Salesforce Lightning Development Tutorial - Lightning Components in Visualforce
Salesforce Lightning Custom Component Development Tutorial for Beginners Learn how to embed lightning components in a Visualforce page. 3 Steps Add apex:includeLightning tag in your…
Salesforce - Outlook Integration
In this video, Salesforce Atlas explains how to increase your productivity by automatically synchronizing your data between the two systems, creating tasks, associating emails from…
Get Started with Salesforce Order Management in Commerce Cloud
This video will give you an overview of Salesforce Order Management and how to get started with implementing and using the application. In this session…
