![]() ![]() Create an “Account Exact Name Matching Rule”.Purpose: Prevent multiple Accounts with the exact same name from being created. So, we can assume our users are going to create duplicates. But no matter how much training you provide, the chances are that they aren’t going to search for this company to see if it already exists. ![]() When users create Accounts, they are probably in a hurry (well, they’re always in a hurry!). Creating these rules will help you get to grips with how Salesforce duplicate rules work, before potentially graduating to a more advanced option from the AppExchange. These are the six Salesforce duplicate rules you need to activate – right now. ![]() Prevention: Create Your Own Salesforce Duplicate Rules Tackling Duplicates in Your Salesforce Marketing Database: Finding & Merging Duplicate Leads
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