Tuesday, August 2, 2016

Stop duplicate contacts accounts and leads from entering into your Salesforce - How to Guide

by Rene Ford
  1. Create Duplicate Matching Rules: Setup > Data.com Administration >  Duplicate Management  > Matching Rules
  2. Create Duplicate Detection Rules:  Setup > Data.com Administration >  Duplicate Management > Duplicate Rules.
  3. To clean all the existing duplicates use dedup-manager.

Dedup-Manager in Action:

Dedupe dashboard / charts:

Dedupe sub tabs (eliminate existing duplicates):

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