(Data and analytics management 14% ) Duplicate management Flashcards
Explain how duplicate data is wasteful
Because it takes more space than what’s necessary, causes unnecessary confusion, and wastes your teams time
Explain how your company wins when you prevent duplicate data
promotes trust in your crm so your sales team believes that all the information they need is in one place.
promotes your companies overall organization so customers feel that their needs will be well met
Identify solutions for resolving and preventing duplicate data
Duplicate management identifies two contacts with the same name but also can be customized to help detect matches in other fields
what are two things that are important for controlling duplicate records in salesforce?
matching rule: creating a matching rule for Matching criteria to identify duplicate records.
duplicate rule: When SalesForce engages matching rules and determines actions to take as it encounters duplicates
where do you go to manage matching rules?
duplicate rules from setup
explain the difference between matching rules and duplicate rules
matching rules: fields assembled into an equation. they’re rules that can be standard or customized to find duplicates
Duplicate rules: uses matching rules to look for the criteria defined and return any alerts.
Identify features of standard matching rules
accounts, contacts, leads fields in an equation. fields and criteria must match
options for customizing matching rules
add fields, change criteria
How do you create matching rules
Quickfind: Matching Rules>select object>define a matching method for every field you want to include in the rule
what are fuzzy matching method?
the criteria isn’t exact but its very similar
what does duplicate rules determine?
determines how salesforce handles duplicate records identified by matching rules
what should you add to page layouts to help in preventing duplicate records
potential duplicates component
can you prevent users from creating duplicate records?
yes, you can block them so they’re not allowed to save the contact if a duplicate is flagged
what are report types for duplicates?
reports on accounts and leads in order to see the quality of the data, and how well the duplicate rules work. tells you exactly how many open possible duplicates there are.
