Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

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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Why Migrate to Salesforce Lightning?

Why Migrate to Salesforce Lightning?

You may have recently received a notification from Salesforce that, in the very near future, Lightning will be auto-enabled within your Salesforce instance. If you haven't done a lot of research on Lightning, this may give you a cause for concern. Don't let it....

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Creating Reports in Salesforce

Creating Reports in Salesforce

Are your salespeople still giving you spreadsheets for their forecasts? Are they spending hours a week compiling the information you need? Then stop using Salesforce as a rolodex and start using it was designed, as a forecast tool. Looking for the right data from...

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