How to Prevent and Fix Duplicate Records in Salesforce
Sales Hacker
JANUARY 5, 2023
For instance: How do you define a duplicate lead if you sell to separate accounts who are part of the same franchise ? Scenario 1: You sell ERP (Enterprise Resource Planning) software to Fortune 100 companies. You know that ‘GE’, ‘General Electric’, and ‘GE Inc’ are all duplicates—an easy fix. Avoiding cross-object duplication.
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