How do you go about deduplicating your Salesforce data? Maybe Salesforce Duplicate Management fits your needs, but should you need more deduplication capabilities, the AppExchange offers many alternatives. Don’t start looking at random solutions, but follow a process for the best results.ĭeduplicating your Salesforce Org Data: A 5 Phase Process In that case, the fully automatic merging of duplicates saves you time, does not delete valuable data and makes sure your marketing and sales machine keeps on running 24/7.īy now, you probably have a rough idea if you are fine with Salesforce Duplicate Management or you need another solution. If your marketing automation processes run all the time, you cannot wait for manual review of duplicates. Well, blocking is also an automatic action but according to us, blocking is not desirable.
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