Activity Forums Salesforce® Discussions What is Duplicate Management in Salesforce?

  • madhulika shah

    Member
    September 7, 2018 at 1:50 pm

    Hi Shradha,

    Duplicate Management helps you and your sales teams quickly and easily manage duplicates for:

    • Business accounts
    • Contacts
    • Leads
    • Person accounts
    • Records created from custom objects

    thanks.

     

  • Parul

    Member
    September 7, 2018 at 1:54 pm

    Hi Shradha,

    Maintaining clean and accurate data is one of the most important things you can do to help your organization get the most out of Salesforce, so we’re excited to introduce Data.com Duplicate Management. Now you can control whether and when you allow users to create duplicate records inside Salesforce; customize the logic that’s used to identify duplicates; and create reports on the duplicates you do allow users to save.

    Duplicate Management helps you and your sales teams quickly and easily manage duplicates for Business accounts
    Contacts
    Leads
    Person accounts
    Records created from custom objects
    It’s highly configurable, and offers you far more than just exact detection and matching logic.

    Our standard matching detects potential duplicate records based on exact matches, such as two contacts with the same name, Margaret Chan.

    Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

     

    Thanks.

  • Anjali

    Member
    September 11, 2018 at 1:31 pm

    Hi Shradha,

    Duplicate Management is Salesforce's tool for preventing duplicates. When you attempts to create a new record that looks like a duplicate, based on the criteria you as an admin setup, a warning alerts the user that a potential duplicate exists.It maintain clean and accurate data.It builds the trust of your sales team and helps you work toward complying with various data protection and privacy regulations. Salesforce gives you tools for managing duplicates one at a time and across your org, and to track your progress in eliminating duplicates.

  • chanchal kumar

    Member
    September 11, 2018 at 2:34 pm

    Hello Shradha

    1. A Matching Rule Compares Records and Detects Duplicates:The matching rule specified in a duplicate rule or job can compare records on the same object, such as leads, or one other object. For example, a rule can compare leads that duplicate contacts.

    2. A Duplicate Rule or Job Handles Duplicates Duplicates can be detected when a sales rep creates, clones, or edits a record and a duplicate rule runs, or when you run a duplicate job. They can also be detected as part of other processes, such as importing or an API.

    3. Sets and Reports List Duplicates Found Duplicate record sets list the duplicates found when duplicate rules or jobs run. Reports of duplicates are generated from these sets.

     

  • shariq

    Member
    September 18, 2018 at 11:49 pm

    Hi,

    Use Data.com Duplicate Management to control whether and when users can create duplicate records in Salesforce; customize the logic that's used to identifyduplicates; and create reports on the duplicates that users save. Note: Duplicate Management uses Data.com technology, but does not require a Data.com license.

    Hope this helps.

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