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The definition of what a “duplicate” is differs by organization, and then, by Salesforce object. That’s why deduplication takes careful planning and continuous monitoring. Start with the5-phase processfor deduplicating your Salesforce org data and go from there. Good luck!
Automated deduplication and duplicate prevention. Remove duplicate records before they cause friction in sales processes and the customer journey, or inaccurate marketing campaign results. “DemandTools is absolutely necessary for an org to be able to efficiently cleanse and manipulate data. Unlike its ...
So yes, scenarios can be run on-demand or scheduled. Here’s a real-world example – your single Salesforce org has both yourself and a fellow Admin overseeing it (one org, two admins); you are responsible for the UK data, whereas your counterpart looks after the German data. Luckily...
Speed up the entire process of getting new data into your org cleanly with import templates. Create sharable templates for routine import jobs, set your object, file, scan, and merge. Drag-n-Drop Importing data to Salesforce has never been easier. Drag and drop multiple files into the Cloud...
Price: $720 per org per year, for 10 users This app helps you merge Case objects with their related records. It automatically re-associates Child objects like attachments and comments for duplicate Parent cases. Cloudingo Company: Symphonic Source ...
Setup Salesforce Shield Setup -> Security Controls -> Platform Encryption Create Tenant Secret Enable encryption for files, fields, and attachments Assign permission to generate, rotate, and archive your org’s keys If user has the permission to “View Encrypted data”, then the data gets ...
When you decide to implement Marketing Cloud Connect in your Salesforce org, one of the first considerations will be how to handle Subscriber Keys from Sales or Service Cloud. In our last article in this series, we discussed the fact that Marketing Cloud Connect uses Sales and Service Cloud ...
From processing limitless records within seconds to simply viewing data in charts or pivot tables, Valorx has you covered. Getting Started Once you install the add-in you will be asked to sign in to your existing Salesforce Org (Sandbox or Production). Once you are signed in, you will be...