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Searching for and Merging Salesforce Duplicates

By Darren Starr

Your sales leads in Salesforce may have came from multiple sources like purchased lists, campaigns, trade shows, and those manually entered. This video will show you how to search for duplicate accounts and contact records, and how to merge these Salesforce duplicates.

You might also be interested to see our previous blog posts on Importing Trade Show Leads to SalesforceWithout Creating Duplicate Records and Managing Duplicate Records in Salesforce.

Looking for more ways to optimize Salesforce?  Check out our Salesforce Optimization+ service.

 

Posted in Cloud Computing, CRM, Force.com, Salesforce Best Practices, Salesforce.com

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