Most Salesforce systems come with Duplicate Management, a way to alert users about duplicates. If you’d rather have someone else put together a recommendation specifically for your company you can schedule some time to talk. So where should you start? Read on to know your options and how you can prevent and merge duplicates in Salesforce. For example, a search for duplicates on the AppExchange provides over 260 results! So that you can find duplicate accounts in Salesforce in a single search. And when it comes to duplicate checks in salesforce, there are several options. Therefore, it is vital to know how to find duplicate accounts in Salesforce, remove them, and prevent them. There are many ways that duplicates can hurt your reputation and directly impact your business. Or sending someone several emails because you have multiple leads for them. Or telling a customer that you didn’t get their order just to realize that you were looking at the wrong record for them. Imagine calling a prospect only for them to reply that your company reached out earlier. In today’s post, we’d talk about one of the first things to start with - Salesforce duplicate management.ĭuplicate records are almost unavoidable, especially when you have data coming from multiple sources or multiple users.

But it requires a never-ending process of removing duplicates, cleaning bad data, enhancing records, backing up data, and more. Maintaining a clean and consistent database is important to keep a business running smoothly. Blog post updated on the 25th of March 2022

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