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. Scenario 2: You sell POS (Point of Sale) systems to individual franchises. Do you need to automate the process?
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