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Manage Duplicate Records in Salesforce, Spring 18PREVIEWNote: This release is in preview. Features described in this document don't become generally available until the latest general availability
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How to fill out manage duplicate records in

01
Identify the duplicate records in your database. This can be done by comparing different fields like name, email address, or phone number.
02
Decide on a strategy to manage the duplicate records. This could include merging duplicate records into a single entry, marking duplicates as inactive, or deleting them completely.
03
Use a data management tool or software to automate the process of identifying and managing duplicate records. These tools often have built-in algorithms to identify duplicates based on specific criteria.
04
Take necessary actions to update or modify the duplicate records based on your chosen strategy. This may involve updating contact details, merging related information, or deleting unnecessary entries.
05
Regularly monitor and clean your database to prevent the accumulation of duplicate records in the future. This can be done by performing periodic checks and implementing data validation rules during data entry.

Who needs manage duplicate records in?

01
Organizations that deal with large customer databases, such as e-commerce companies, CRM solutions providers, and healthcare institutions, need to manage duplicate records.
02
Any business or individual that relies on accurate and up-to-date customer information can benefit from managing duplicate records.
03
Sales and marketing teams that heavily rely on customer data for targeted campaigns and personalized communication need to ensure duplicate records are properly managed.
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Manage duplicate records is the process of identifying and resolving duplicate entries in a database or system.
Any organization or individual who stores data and needs to ensure the accuracy and integrity of their records.
To fill out manage duplicate records, you need to use tools or software that help identify duplicate entries and provide a method to resolve them.
The purpose of managing duplicate records is to maintain the quality and accuracy of data, avoid redundancy, and improve overall efficiency.
The information that needs to be reported on manage duplicate records includes the identification of duplicate records, the reason for duplication, and the method used to resolve them.
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