Tag: Duplicate Management in Salesforce

1. Create Contact Matching Rule. 2. Create Lead Duplicate Rule. Use the Contact Matching Rule. Output:

Specify how your organization's sharing rules determine which records the matching rule compares. Enforce sharing rules: The matching rule compares only records that the user has access to, and the ....

1. Create a Account Matching Rule. 2. Create a Duplicate Rule using the account matching rule for Lead.

1. Go to Accounts Tab.2. Select the Account. 3. Go the Contacts related list and click "Merge Contacts" button. 4. Select the contacts and click "Next". 5. Click "Merge" button ....

To know about Duplicate management in Salesforce, use the below link https://www.infallibletechie.com/2015/05/duplicate-management-in-salesforce.html Follow the below steps for setting up Duplicate Management in Salesforce 1. Go to Setup --> Administer --> ....

Maintaining clean and accurate data is one of the most important things you can do to help your organization get the most out of Salesforce. Use Data.com Duplicate Management to ....