How to Prevent and Fix Duplicate Records in Salesforce
Sales Hacker
JANUARY 5, 2023
It’s crucial to construct a clear, written definition of what a duplicate is before moving forward. What types of objects you’re working with (standard or custom). Related: Data Governance: Salesforce Objects in Lead-to-Cash Process. Con: Fuzzy logic, especially when applied to an object like Account Name, is far from exact.
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