Salesforce Duplicate Management: Deduplication Demo.
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In this video, we dive deep into Salesforce data management, focusing on both proactive and reactive de-duplication strategies. Learn how to efficiently clean up existing duplicates in bulk and prevent new ones from entering your CRM. We demonstrate using the Complete Clean tool, covering everything from identifying duplicates in accounts, leads, contacts, and custom objects to defining merge plans. Additionally, we explore how Salesforce’s proactive de-duplication helps maintain clean data as new records are created.
0:00 – Salesforce’s proactive and reactive duplicate management techniques.
0:35 – Complete Clean Tool Overview
1:00 – Creating a Merge Plan
2:05 – Running a Query for Accounts
3:00 – Custom Matching Rules
4:15 – Fuzzy Matching Example
5:10 – Winning Record Selection
6:45 – Merging Duplicates
7:50 – Handling Child Records
9:00 – Proactive De-duplication Introduction
10:00 – Proactive Matching Example
12:00 – Combining Proactive and Reactive Approaches
By the end of this video, you’ll know how to use both proactive and reactive strategies to keep your Salesforce data clean and free from duplicates, enhancing overall CRM performance and accuracy.
