Duplicate records
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“What should I do with that list of trade show attendees,” you ask yourself. You may be itching to import them into Salesforce as leads so you can start working them while they are still fresh. Well, hold on a minute. We better think this through a bit first so you do not create a […]
Read MoreIf you have used any business management software, CRM software, or contact management programs, you understand that duplicate records are a way of life. Although it is a best practice to search before creating a record, duplicates still happen. Salesforce understands this and has tools built in to help you merge duplicate leads, accounts, and […]
Read More