The Quick & Easy Way to Manage Duplicates in Salesforce

Duplicate record sets can be a low-lift, high-impact feature for maintaining your org’s Salesforce data. Here’s why you should set them up ASAP.

If you’re a new Salesforce org, or one with a tight budget, make sure you know about duplicate record sets.

Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.

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Here are 5 steps you can take once your org has Salesforce.

Your org’s got Salesforce. Now what? Here are 5 steps you can take to impact your implementation today, whether you’re the official admin or the de-facto one!

So. After lots of deliberation, your org finally has Salesforce. Yay!

Right?

Continue reading “Here are 5 steps you can take once your org has Salesforce.”