5 reasons you should be using Salesforce Duplicate Management

by Jack Bailey-Grundy - December 14, 2017

Salesforce’s in-built duplicate management tool is still a relatively under-used asset available to all Salesforce admins. Check out this post from a couple of years ago which gives you step-by-step instructions for setting it up in your org.

 

Salesforce will monitor new contacts, leads and accounts from creation onwards (even a bulk import) – constantly checking future edits and blocking you from saving any records it believes are duplicated.

 

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