Salesforce

Managing Duplicate Records in Salesforce

Maintaining clean and accurate data is critical in any CRM system. Salesforce provides tools to manage duplicate records in Salesforce.In Salesforce there are Duplicate Rules and Matching Rules to help users prevent or manage duplicate records.Duplicate Rules can be created for Accounts,Contacts,Leads and any Custom Object. User permissions required to create and edit duplicate rules… Continue reading Managing Duplicate Records in Salesforce