Best Practice, DataTrim Dupe Alerts, How To
If you are using Marketo, you may be levering their Lead Score feature to rank your leads. With the Keep Max Value Merge option, you can now make sure that no matter how 2 leads are merged, you will always keep the highest Leads Score. By default, the salesforce merge...
Best Practice, DataTrim Dupe Alerts, How To
By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...
DataTrim Dupe Alerts, How To
Excluding fields from the merge process When updating account, contact or leads records salesforce will evaluate the values on the records to make sure that they conform to validation rules, and with the State and Country Pick-list feature enabled, the validation also...
Best Practice, DataTrim Dupe Alerts
“The ability to not only merge everything, but to be able to review and carefully merge not so obvious duplicates is essential in a deduplication process” -Deduplication is a 2 step process. First you define which records you want to match, and you apply some...
