Managing Duplicate Records with Salesforce's Native Tools
How Salesforce's built-in Matching Rules and Duplicate Rules work, how to set one up, and the specific record and API limits that cap what they can do alone.
- Salesforce
- Deduplication
Resources
Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.
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Validation and Verification in Salesforce
What Salesforce Validation Rules actually check, how to build and test one, and the specific situations — lead conversion, mass transfer — where they don't fire.
- Salesforce
- Data quality
Salesforce Data Loader vs. Data Import Wizard
A field guide to Salesforce's two native import tools: the Data Import Wizard for smaller jobs, the Data Loader for bulk work, and where each one runs out.
- Salesforce
- Automation
Premium Data Solutions for Salesforce
Why organizations look past Salesforce's native tools for premium data solutions: five recurring needs, from complex integration to deeper analytics.
- Salesforce
- Data quality
Complex Data Management Scenarios in Salesforce
Three scenarios where native Salesforce tools run out: enriching thin records, deduplicating across objects, and migrating data without losing relationships.
- Salesforce
- Data quality
Choosing a Premium Salesforce Data Quality Solution
Eight criteria for evaluating a Salesforce data quality tool, plus how Seamless.AI and Booksy used deduplication to cut manual merge work to seconds.
- Salesforce
- Data quality
Challenges of Salesforce Data Management
Seven recurring problems in Salesforce data management, from duplicate records to thin reporting, and why the AppExchange is where most teams go next.
- Salesforce
- Data quality
Salesforce Address Data: Informatica vs Plauti
Plauti and Informatica both validate Salesforce address data. This compares coverage, live validation, integration effort, and pricing, so Salesforce teams can see which tool fits their setup.
- Data quality
- Salesforce
How NPG Cut Duplicate Data in Salesforce with Plauti
NPG, a German media company on Salesforce, cut duplicate customer records with Plauti, automating over 90% of merges and freeing time once spent cleaning data by hand.
- Deduplication
- Salesforce
- Automation
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