if i use em client deduplicator will contacts be deleted

#If i use em client deduplicator will contacts be deleted how to#
#If i use em client deduplicator will contacts be deleted manual#

We all want SFDC to be faster, especially when running large batch jobs.

You need to process large amounts of data.

But if you want to batch process cases, opportunities or custom objects, you’ll need to look further. It is pretty obvious that for many organizations these objects are the most important ones.

You need to batch deduplicate other objects than Lead, Contact and (Person) Account.

Both of these options guarantee you will not lose any important data!

#If i use em client deduplicator will contacts be deleted manual#

Other solutions will automatically merge the two records or store them in a list for a manual review. This means you will lose relevant data when a duplicate is created by API or import. For all other entry methods, Salesforce will block the insert of a duplicate. Salesforce only alerts when a duplicate is created by a manual insert. In order to save you time looking for an optimal solution, I have listed some important limitations to Salesforce Duplicate Management. Signs It’s Time to Look for Other Solutions When your organization does not fit this description, read on. If we are talking about hundreds or even thousands, automation and customization become more important.įor example, a legal firm who uses Salesforce to manage the relationships with their 100 clients and a handful of new leads each month will do fine with Salesforce Duplicate Management. Tens of new records each day are easily deduplicated with Salesforce Duplicate Management. The number of newly created records is also an important consideration. When you work with standard objects, small record counts (< 10,000 records) and have one or two ways new records enter your Salesforce organization, there is probably no need to look further.

Working with Salesforce Duplicate Management is ideally suited to SMB’s or companies who are new to Salesforce. Ideal Scenarios for Salesforce Duplicate Management A batch process runs one matching rule at a time, and is available for users on ‘Performance’ and ‘Unlimited’ editions of Salesforce.

Recently, Salesforce has improved Duplicate Management with a batch proces s – basically, the capabilities to run the deduplication periodically to detect duplicates in mass, in your existing data.

block the creation of a duplicate record.

an alert for the user creating a duplicate.

Duplicate rule: Determines in what situations the matching rule is applied and what should happen when a duplicate is found using the matching rule.ĭuplicate rules can trigger two possible outcomes:.

Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.

Matching rule: Consists of criteria to identify duplicate records.

The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules.

#If i use em client deduplicator will contacts be deleted how to#

In this post, we will have a quick look at the basics of this feature, go through the process of deduplication, and how to decide what’s the best approach for your org. Although I have these suggestions, the feature was still very useful and helped me clean up my mixed up contacts after porting from Thunderbird.Salesforce has a deduplication feature built in, known as Matching Rules and Duplicate Rules. It might also be handy to allow a Merge command on the Right Click menu so that you could select two or more contacts and merge them. Also doesn’t seem to be sophisticated in identifying contacts with the same phone number or email to see if they are intentionally or accidentally duplicated. Perhaps this would have been clear from a description.

It’s not clear exactly what field is being compared as duplicates-Full Name, Display As, First and Last Name, something else? I couldn’t find any documentation. The system also identified anything with a blank name as a duplicate of everything else with a blank name. I had numerous contacts that appeared to me to be duplicates, but that weren’t identified as duplicates. The Deduplicator feature in 6.0 is a nice first try, but it needs some improvements or perhaps documentation.