Results 1 to 1 of 1
-
06-28-2019, 04:24 PM #1
- Join Date
- May 2017
- Posts
- 123
CRM Tip of the Week - Managing Duplicates in Salesforce
Managing duplicates can be a big deal. Most businesses these days are collecting larger and larger amounts of data, however, too much data, especially if it lacks organization or management, just becomes a whole lot of noise that can be more confusing than helpful.
If your Salesforce instance has tens of thousands of leads and contacts, you know exactly what I am talking about. In this article, we want to quickly talk about some of the main issues that arise from having unchecked duplicates in your CRM. Following that, we will discuss the default duplicate checking and prevention rules in Salesforce, and give you a few tips on using them.
Click here to learn more!
The CloudMyBiz Team
.
Similar Threads
-
CRM Tip of the Week - Which Salesforce Edition is Right for You?
By rekuhlman in forum PromotionsReplies: 0Last Post: 06-21-2019, 03:50 PM -
CRM Tip of the Week - Who Can See What in Salesforce Communities?
By rekuhlman in forum PromotionsReplies: 0Last Post: 05-24-2019, 10:35 AM -
CRM Tip of the Week - Salesforce Get Bigger and Better
By rekuhlman in forum PromotionsReplies: 0Last Post: 02-15-2019, 12:38 PM -
CRM Tip of the Week - Do You Need Salesforce CPQ?
By rekuhlman in forum PromotionsReplies: 0Last Post: 07-13-2018, 04:41 PM -
CRM Tip of the Week - Salesforce DX Preview
By rekuhlman in forum PromotionsReplies: 0Last Post: 11-08-2017, 01:47 PM