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#Duplicate detector salesforce how to

Native duplicate management in Salesforce is quite extensive and all areas are covered in this document.

#Duplicate detector salesforce how to

This creates bulk finding and rules on how to handle them once found.ĭuplicate jobs can be learned about in greater detail here. Running duplicate jobsĭuplicate jobs can be set up to run and find duplicate matches globally across your Salesforce instance. To learn how to set this up go to the Show Duplicate Records in Lightening Experience page. This helps your team de-dupe records as they see them. When viewing records in Salesforce you’ll see duplicate detection hints inside the profile. Showing potential duplicate records (de-dupe on the fly) You can learn more about how to create duplicate rules at the Stop Users from Creating Duplicate Records page. You can create rules in Salesforce to alert the sales rep when they are about to enter a duplicate record. Preventing sales reps from creating duplicates Salesforce being a enterprise level CRM gives you a few native options to reduce duplicate entries. What Salesforce does to reduce duplicates Start a few weeks ahead of time, at least. You’re risking your data and rushing a process that takes time and tweaking to get right.ĭon’t wait until your next deadline to get serious about fixing your duplicate issues. I’ve seen customers come to us time and time again needing 300,000+ records de-duped right now.

Waiting to the last minute to take care of your duplicates is the perfect recipe for disaster. You might say, “our next newsletter isn’t until next month, we can start fixing duplicates then…” The best answer is: no, yesterday! The second best answer is, right now. It affects customer relationships which in turn affect our jobs. Another study shows that companies can recover up to 70% of their revenue just on clean data alone.Įveryone in the company should be concerned about data quality and duplicate lead data. Bad data affects lead generation, marketing, finance and customer relationships.Ī study on lead data health shows that 15% of company sales leads are duplicated.Prevention costs $1, correction costs $10 and leaving duplicates cost up to $100 ( SiriusDecisions).Employees can waste up to 50% of their time on mundane data quality tasks ( MITSloan).Duplicate leads means salespeople end up contacting the same person.Why? Data duplication issues costs businesses in various ways: The following most likely have to keep an eye on data quality: Why are Salesforce duplicates costly and who should worry?Įveryone in the company that cares about the customer and the brand.

In-house API usage that needs tweaking to make sure it’s not creating dupes.

Third-party integrations that sync or generate new records.

Salesforce Duplicates 101 How duplicates enter Salesforceīased on some research we learned that duplicates enter Salesforce the following ways:

Why AppExchange solutions are a no-brainer.

API solution built by an in-house developer.

How do I calculate the ROI of de-duping Salesforce?.

Realistic time frames for initial de-dupe.

Use auto merge to pick up daily duplicates.

Step Two: Preventing Duplicate record entry.

Pro-tip: Use SigParser to enrich your data.

Best practices to prevent merge disasters.

When should I bulk merge or turn on auto merge?.Step One: De-dupe existing duplicated Salesforce records.Showing potential duplicate records (de-dupe on the fly).Preventing sales reps from creating duplicates.

What Salesforce does to reduce duplicates.

Why are Salesforce duplicates costly and who should worry?.

This guide is a plan on how to attack this problem. Then I'll cover strategies and duplicate management best practices.Ĭhances are your team has endless headaches with duplicates. In this guide I'll cover key aspects of duplicate issues. This post jumps ahead to show you what can be done with Dedupely.ĭuplicates in Salesforce prove to be a challenge resulting in costly issues. Note: At the time of writing this we are still in process of being accepted into AppExchange.