In the most up-to-date Salesforce release, Spring ‘15, Salesforce introduced a brand new function to assist users manage duplicate records. This function, the Salesforce Duplicate Management function, will warn users when they are trying to save a record that shows a match to an current record. Salesforce previously didn't supply a method to handle duplicate records, and in case you wanted to stop duplicates, you had to integrate with a third party app in the Salesforce AppExchange. With the Salesforce Duplicate Management feature, Salesforce now offers an in-house solution for redundant data. This function is accessible on Qualified, Enterprise, and Limitless Editions, and may be used for accounts, contacts, leads, and custom objects. Get more data about Salesforce Duplicate Management
How The Salesforce Duplicate Management Feature Performs
In an effort to make use of the Salesforce Duplicate Management feature, you must make and activate duplicate guidelines and matching rules. Matching guidelines recognize which circumstances must be met for any precise field to become thought of a match, and uses criteria to decide if the record can be a match all round. Duplicate guidelines identify what happens when a duplicate is located, including if a user is allowed to save a record which has a match.
After these rules are activated, customers will be notified if they may be creating a record with any possible duplicates. They will be shown a list of current records which are flagged as matches, along with the matching fields will probably be highlighted.
Benefits Of Using Salesforce Duplicate Management
Activating the Salesforce Duplicate Management tool is usually a terrific technique to maintain your data clean. Customers typically neglect to search current records in Salesforce just before they enter a new contact or account, and this new feature acts as a security net. It really is a free feature included inside your licenses, and investing the few hours to set up the rules can definitely assistance hold your company organized and save you time from deduping information inside the long run.
