From the course: Salesforce for Admins

Unlock the full course today

Join today to access over 25,200 courses taught by industry experts.

Setting up duplicate management

Setting up duplicate management - Salesforce Tutorial

From the course: Salesforce for Admins

Start my 1-month free trial Buy for my team

Setting up duplicate management

“

- [Educator] One of the priorities when you're providing support for Salesforce environment is creating and maintaining some rules to ensure that there's no dirty data and that users will trust that the system is reliable and usable. Dirty data refers to incomplete, inaccurate, or inconsistent data. This means accounts being listed twice with different spelling, the same contacts listed with two different phone numbers, and more. To get started, we'll review duplicate management, which allows us to ensure lead, contact, account, and individual objects are set up with the appropriate rules if there are any conflicts. Keep in mind that duplicate management doesn't apply to custom objects or person accounts, so you'll have to be diligent when reviewing these. At the setup page, go to Quick Find and begin typing in Duplicate. Duplicate error logs is where you'll find any errors that may occur in your system when record…

Contents