Create Reports on Duplicate Records - Salesforce
WEBLearn how to create custom report types to monitor and manage duplicate records in Salesforce. Find out how to use duplicate record sets, duplicate record items, and person accounts in your reports.
Manage Duplicate Records - Salesforce
WEBLearn how to use Salesforce tools to find and handle duplicates one at a time or across your org. Customize duplicate rules, matching rules, duplicate jobs, duplicate sets, and reports to suit your needs.
See and Merge Duplicate Contacts - Salesforce
WEBSee and Merge Duplicate Contacts. When duplicate Contacts are found, you can merge them into a single record. You choose which Contact to keep and what data to preserve from each duplicate Contact.
Report to fetch Duplicate Contacts - Salesforce Stack Exchange
WEBSalesforce provides you with an option:- Use duplicate record reports to fine-tune your duplicate and matching rules and share the results of duplicate jobs. A duplicate records report can include these records.
Complete Guide to Salesforce Duplicate Rules
WEBFeb 15, 2023 · Learn how to use Salesforce duplicate rules to block or alert users when creating or editing records that match existing ones. Find out how to identify and merge duplicate records in Salesforce using reports, deduplication apps, and duplicate jobs.
Resolve and Prevent Duplicate Data in Salesforce - Trailhead
WEBLearn how to use matching rules and duplicate rules to identify and block potential duplicates in Salesforce. Follow the steps to create custom matching rules, activate standard duplicate rules, and report on duplicate records.
Manage Duplicate Contacts and Accounts - Trailhead
WEBSalesforce Duplicate Management searches for existing records upon creation and edit, then alerts the user and adds potential duplicates to a report. Duplicate management consists of: Matching rules , the criteria for finding duplicate records.
Easily Find, Remove, and Prevent Any Salesforce Duplicate Records …
WEBNov 9, 2023 · Learn how to use Plauti's Duplicate Check solution to manage duplicates in Salesforce with custom criteria, scenarios, and methods. Discover how to prevent duplicates on manual entries and integrate duplicate checks into your processes.
Your Guide to Salesforce Duplicate Management - Xappex
WEBDec 21, 2023 · Learn how to identify, manage and prevent duplicate records in Salesforce using various features, reports and plugins. Find out how to use matching rules, duplicate rules, duplicate jobs and duplicate record sets to optimize your data quality and performance.
Improve Data Quality in Salesforce | Salesforce Trailhead
WEBLearn how to prevent and resolve duplicate data in Salesforce with matching rules and duplicate rules. See how to configure Duplicate Management for business accounts, contacts, leads, and person accounts.
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