Orchestrate Blog How to Merge Records in Salesforce

There aren't many maxims when it comes to database management, but I'd like to offer at least one truth: A clean database is a happy database. If you're seeing recurring duplicates or recurring duplication of data in your Salesforce org, you aren't going to have a happy Admin or operations team. And by extension, you won't find many happy clients either. Thankfully, there are tools available to make sure that this is a headache you don't have to suffer through. Duplicate Management (a tool natively built by Salesforce) is set up and activated by default for business accounts, contacts, and leads to get you started on the right foot. In today's post we'll take a look at maintaining multiple types of duplicate data and the nuances of each. How to prevent your team from creating duplicates in the first place The first step to maintaining a clean database is to take proactive measures. When you buy a new outfit, you don't immediately run out into the rain. You plan for the perfect weather so you can show off your threads without worry. The same type of approach to database maintenance can help you prevent duplicates before they're created. All you [...]The post How to Merge Records in Salesforce appeared first on Orchestrate, LLC.