How to Setup Salesforce Duplication Rules

Salesforce has provided the ability to prevent duplicates for almost two years now. However, many Salesforce customers are not aware of this functionality, and the setup can be a bit confusing. I recently helped my friend Jeff Lamb, Director of Sales Operations at Degreed implement Salesforce’s duplicate rules. Here’s what you need to know: Matching Rule Setup To access the duplicate prevention functionality in Salesforce […]

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