In the most recent Salesforce release, Spring ‘15, Salesforce introduced a brand new function to help users handle duplicate records. This feature, the Salesforce Duplicate Management feature, will warn customers when they are looking to save a record that shows a match to an existing record. Salesforce previously did not offer you a approach to manage duplicate records, and in case you wanted to stop duplicates, you had to integrate with a third party app from the Salesforce AppExchange. Using the Salesforce Duplicate Management function, Salesforce now offers an in-house solution for redundant information. This function is accessible on Experienced, Enterprise, and Unlimited Editions, and can be used for accounts, contacts, leads, and custom objects. Get extra details about salesforce deduplication tools
How The Salesforce Duplicate Management Feature Works
In an effort to make use of the Salesforce Duplicate Management feature, it's essential to develop and activate duplicate guidelines and matching rules. Matching guidelines recognize which situations need to be met to get a distinct field to become viewed as a match, and uses criteria to identify in the event the record is actually a match general. Duplicate guidelines establish what takes place when a duplicate is discovered, including if a user is permitted to save a record that has a match.
After these rules are activated, customers might be notified if they are producing a record with any prospective duplicates. They'll be shown a list of existing records that are flagged as matches, and the matching fields will probably be highlighted.
Benefits Of Using Salesforce Duplicate Management
Activating the Salesforce Duplicate Management tool is actually a terrific approach to preserve your information clean. Users normally neglect to search current records in Salesforce ahead of they enter a brand new contact or account, and this new feature acts as a security net. It is a free feature integrated within your licenses, and investing the couple of hours to setup the guidelines can genuinely aid retain your company organized and save you time from deduping information within the lengthy run.
