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Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Common Interruptions for New Salesforce Admins

Common Interruptions for New Salesforce Admins

So your company is new to Salesforce, and your team wants the most out of their new CRM promptly. Like any new system, though, you and your team must understand what they need to do to leverage the benefits. When it comes to Salesforce, implementation is pretty...

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Contact Naming Conventions in Salesforce

Contact Naming Conventions in Salesforce

In Salesforce, you need insight into your business and your data and that starts with the people you're doing business with. In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with,...

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Merging Unrelated Records in Salesforce Lightning

Merging Unrelated Records in Salesforce Lightning

Salesforce has great features that allow you to prevent duplicate records from being added. Using a combination of Duplicate Rules and Matching Rules, you can prevent duplicates from being added and also merge existing duplicate records that exist. However, you can...

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Tips for Data Migration to Salesforce

Tips for Data Migration to Salesforce

Migrating your data to Salesforce should be considered a serious task. Migrating bad data causes adoption problems, customer relationship issues, decrease review and diagnostic problems. A data migration strategy should be put into place that includes stakeholders...

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