How to remove duplicates in Salesforce
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How do I manage duplicates in Salesforce? Duplicate records in your database are inescapable - between list imports, employees entering data, and all the automated inbound sources, there will inevitably be duplicate records. It is critical to have a plan to evaluate and correct these duplicates regularly. Salesforce duplicate management offers built-in capabilities to help users avoid entering the same data across several devices or sources. Salesforce's duplication management rules assist in discovering possible duplicate records across accounts (business and person), contacts, leads, and custom object records.
February 21, 2022
7 Min Read