SALES CLOUD
Prevent Duplicate Records
Remove redundant records from the equation.
The entry of duplicate records can waste valuable time and compromise
the quality of your data. This Accelerator will provide the means to alert
users and prevent redundancies before they happen.
ADDITIONAL INFORMATION
GOAL
Minimize operating costs
What it can do for you
INTENDED USER
•Improve data quality
Sales leadership teams looking to
get Duplicate Management enabled
and start preventing users from
entering duplicate records.
•Reduce administrative overhead
•Eliminate wasted efforts and increase rep efficiency
PREREQUISITES
How it works
Certified Specialists will guide you through the process over a predetermined
timeframe (typically 3-4 weeks):
•Salesforce Professional Edition
license purchased and assigned
•No code or customization needed
•No data migration required
Discovery
•Review your current lead, account and contact creation process
•Identify key profiles and roles of individuals entering this data
•Develop quantifiable success criteria for use case identified
Analysis
•Configure duplicate management rules and reports
Contact your account executive
or success team today! Learn how
we can help you accelerate your
CRM success.
Outcomes
•Duplicate rules configured and created
•Review steps to getting started with duplicate management
•Three duplicate management reports configured
Corporate Headquarters
The Landmark @ One Market Street
Suite 300
San Francisco, CA 94105
United States
1-800-N0-SOFTWARE
www.salesforce.com/services-training
/add-ons/accelerators
Global Offices
Latin America +1-415-536-4606
Japan+81-3-5785-8201
Asia / Pacific
+65-6302-5700
EMEA+4121-6953700
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