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Salesforce Advanced Administrator Certification Guide
book

Salesforce Advanced Administrator Certification Guide

by Enrico Murru
November 2019
Intermediate to advanced
672 pages
13h 39m
English
Packt Publishing
Content preview from Salesforce Advanced Administrator Certification Guide

Global duplicate management

What if we decide to activate duplicate management after our sales reps have already created lots of leads? We cannot ask all our sales reps to open leads one by one to check duplicates and merge them; that will definitely be a waste of time.

For this purpose, we can use duplicate jobs with standard or custom matching rules to scan accounts, contacts, or leads for duplicate matching. This feature is only available on the Performance and Unlimited editions; that's why this feature is not available in Developer edition orgs.

If you can access an org of this kind, navigate to Setup | Duplicate Management | Duplicate Jobs and select New Job to create a new duplicate-matching job:

Create a new duplicate job

Select ...

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Publisher Resources

ISBN: 9781838643898