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Best Salesforce Practice of the Week: Search Before Creating A Record

By Darren Starr
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A quick search will tell you if the contact or account already exists before creating it. This will prevent you from entering a new record which may already exist.

Enter part of the name to save time. Example: If you want to enter a new account called Acme Glen Fantastic Manufacturing Inc., do a search for Acme. Then you can quickly see all Accounts that contain Acme and know if you need to create a new account.

Want to receive our list of more than 50 Salesforce best practices? Sign up here.

Make sure you are making the best use of Salesforce: Our best practices audit compares your Salesforce instance against recommended best practices and makes recommendations on which best practices to implement and what the associated benefit would be. Contact us for more information.

Posted in Cloud Computing, CRM, Enterprise IT, Salesforce Best Practices, Salesforce.com

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