Salesforce Advanced Administrator Certification Guide

Understanding duplicate management

Data quality is one of the key factors for any company because it ensures that business strategies rely on accurate information (you know exactly where you are and where you want to go).

In the previous chapters, we learned some ways to ensure data quality:

• Using data access configurations to grant proper access to records (avoiding unauthorized access to sensible information)
• Using validation rules to keep coherence
• Using picklist fields to ensure proper field completion
• Using custom relations to correlate data

But there is another platform feature that can be of great help with data accuracy: duplicate management. This feature applies to accounts, contacts, and leads (but also custom objects), and is ...