Salesforce Advanced Administrator Certification Guide

Improving Data Quality with Duplicate Management

After looking at key sales and service features, let's go back to data quality. In this chapter, you'll learn how to provide data consistency using duplicate management for standard and custom objects by defining duplicate and matching rules.

Using duplicate record management, we can keep data clean and accurate and thereby ensure quality. We can use duplicate policies for real-time duplicate management (users can be notified if a duplicate record is found) or schedule duplication jobs for org-wide management of duplicates.

In this chapter, we will cover the following topics about duplicate management:

• Understanding duplicate management
• Exploring customizing rules