Duplicate Management Flashcards
Duplicate Management
- App available and free of charge for Professional, Enterprise, and Unlimited editions of Salesforce
- Helps me and my sales teams quickly and easily manage duplicates for:
1. ) Business accounts
2. ) Contacts
3. ) Leads
4. ) Person accounts
5. ) Records created from custom objects
Fuzzy Matching
- Identifies potential duplicate records based on variances of certain fields
- For example, I can create a rule to include this for first names
2 Important Things for controlling duplicate records in Salesforce
- ) Matching Rule
2. ) Duplicate Rule
Matching Rule
- The matching criteria to identify duplicate records
- Consists of fields assembled into an equation (ex: First Name AND Last Name AND Title AND Account)
- A rule also includes criteria that determine how broadly a match is defined for each field
- When this runs and compares 2 records, if fields in both records match the equation and meet the criteria, the records are identified as duplicates
- Salesforce comes with three of these types of rules:
1. ) One for business accounts
2. ) One for contacts and leads
3. ) One for person accounts - Creating other matching rules is possible and easy to do
Duplicate Rules
- When Salesforce engages matching rules and determines actions to take as it encounters duplicates
- Depending on how you configure Duplicate Management, sales reps see an alert that they’re about to create a duplicate
- Or my reps are blocked from creating the duplicate altogether
What’s true about duplicate records?
A. Reps can rely on multiple records for the same data
B. They can waste your reps’ time
C. They’re a safety net in case teammates inadvertently update a matching record
D. They negatively affect my company’s reputation
E. B and D
E. B and D (They can waste my reps’ time and They negatively affect my company’s reputation)
How can controlling duplicate records help Admins?
A. Sales teams trust that I manage my CRM system with their success in mind
B. I don’t worry about sending alerts to duplicate e-mail addresses for my sales reps
C. I don’t run the risk of adding Salesforce users more than one time
D. Studies show that Admins without duplciate records sleep better
A. Sales teams trust that I manage my CRM system with their success in mind
Eliminating duplicate data:
A. Is a manual and time-intensive process
B. Takes the guesswork out of wondering whether a prospect is already a customer
C. Ensures that one rep doesn’t try to qualify a lead that a colleague already owns
D. A and C
E. B and C
E. B and C (Takes the guesswork out of wondering whether a prospect is already a customer and Ensures that one rep doesn’t try to qualify a lead that a colleague already owns)
Standard duplicate rules are available:
A. On a first-come, first-serve basis
B. If my Salesforce org was created in Spring ‘15 or later
C. If my Salesforce org was created in Winter ‘15 or earlier
D. For Unlimited Edition customers only
B. If my Salesforce org was created in Spring ‘15 or later
Duplicate management helps sales reps:
A. Know when they’re creating a potential duplicate record
B. Add a prospect as both a lead and a contact simultaneously
C. Merge a contact with a case
D. A and B
E. A and C
A. Know when they’re creating a potential duplicate record
How to Activate a Matching Rule
From Setup, enter ‘Matching Rules’ in the Quick Find box, then select ‘Matching Rules’ –click ‘Activate’ next to the rules for accounts and leads
Creating a Custom Matching Rule for Contacts
From Setup, enter ‘Matching Rules’ in the Quick Find box, then selects ‘Matching Rules’ – click ‘New Rule’ – select ‘Contact’ – give the rule a descriptive name and add a description – add the matching criteria – save Matching Rule – Activate the Matching Rule
Blocking Duplicates with Fuzzy Mailing Streets
From Setup, enter ‘Duplicate Rules’ in the Quick Find box, then select ‘Duplicate Rules’ – click ‘New Rule’ and select ‘Contact’ – give the duplicate rule a name and description – block both the creation of duplicates and teams from editing contacts that result in duplicates – compare the new or updated contact with contacts already in Salesforce using the custom matching rule that was created earlier – Save and Activate the duplicate rule
