Duplicate management
Updated on July 30, 2019 Here at StarrData, we’ve helped many customers with their data management, export, transformation, and import needs. We’d like to share some tips with you on how you can be successful while using the Salesforce Data Loader tool. We know the Data Loader process isn’t always the most straightforward, but these […]
Read MoreIn the latest Salesforce release, Spring ‘15, Salesforce introduced a new feature to help users manage duplicate records. This feature, the Salesforce Duplicate Management feature, will warn users when they are trying to save a record that shows a match to an existing record. Salesforce previously did not offer a way to manage duplicate records, […]
Read MoreHere at StarrData, we have helped many customers with their data importing and manipulation needs and we would like to share some tips with you on using the Salesforce Data Loader. These tips come from our experience working with this tool and we hope they help you as much as they have helped us over […]
Read More*** For the most current information, please see our updated blog post *** Utilize the “Find Duplicates” button to avoid creating Leads which already exist in Salesforce. Before working a new Lead in Salesforce.com, use the “Find Duplicates” button, located in the Additional Information section of a Lead, to search all Leads, Contacts, Accounts, or […]
Read More