Itqualityassurance
- What are the ways to check duplicates in data?
- How do you prevent duplicate leads?
- How does Salesforce identify duplicate accounts?
What are the ways to check duplicates in data?
Select the data you want to check for duplicate information. Then, from the Home tab, select Conditional Formatting > Highlight Cell Rules > Duplicate Values.
How do you prevent duplicate leads?
You can use unique fields to prevent duplication of leads and contacts. For instance, if a lead or contact has a different email ID but other fields, such as name, contact number, or mobile phone number are the same, you can mark name as a unique field.
How does Salesforce identify duplicate accounts?
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
