How Salesforce Can Help Overcoming Data Duplication While Migration

What clicks to your mind whenever you hear data migration?

Duplicate Data! Isn’t it? And then searching, sorting, and creating a fresh quality at a single location spending useful resources and time. If we aren’t wrong, all this must be sounding familiar.

This is not only your story, but many of the entrepreneurs are struggling with this when it comes to data migration.

Time Up! We have got a good news for you.

Salesforce is once again here for you holding the potential to beat the challenge of data duplication leveraging you to enjoy outstanding business benefits like fabricating business decisions instantly, avoiding faulty forecasts and many more.

Yes! You heard that right. Salesforce Cadillac can help you to attain a rising ROI graph. Though, it is not the only savior, so you can also go with a myriad of applications available in AppExchange for free. Duplicate Management and DupeCatcher are other platforms that can help with overcoming data duplication while migration.

Perplexed between Duplicate Management and DupeCatcher? So, let us compare it for you.

Duplicate Management Vs DupeCatcher: A Comparison

Undoubtedly, DupeCatcher has been the most favorable option when it was about handling duplicate data while migration. But in the era of technology, when advancement is the necessity, DupeCatcher has lagged behind because of no upgradation. There are many more differences between the both that proves Duplicate Management is must have for handling data duplication issues. Here are the comparisons:

  • Duplicate Management goes well for outlook.

  • For mass data loader, it has its unique Data Management rules.

  • For Salesforce1 app, Duplicate Management has more advantages.

  • Duplicate Management executes enhanced reporting and alerts.

Now, when you agree that Duplicate Management could be the magic wand that can help you getting rid of all data duplication issues, we have a brief guide for you on, how to set up Duplicate Management in Salesforce.

How to Set Up Duplicate Management in Salesforce : A Brief

Before getting started, mind two primary rules of dealing with Duplicate Management in Salesforce; a matching rule and a duplication rule.

Matching rule is about comparing the data with each other to find the duplicates and Duplicate rule is about taking a required action when a duplicate data is found.

Setting Up Matching Rules

Get started with Administration>Duplicate Management>Matching Rules.

All matching rules are made up of multiple matching criteria defining conditions to be matched for a specific field.

Matching rules are composed of matching algorithms that performs matching using either exact or fuzzy matching methods. However, standard matching rules are applied on standard objects; Account, Lead and Contact by

Setting Up Duplicate Rules

Get started with Administration>Duplicate Management>Duplicate Rules.

Following the above steps will activate the Duplicate Rules, but this could not happen if Matching Rules are inactive. Also, there is a huge difference between Matching Rules and Duplicate Rules, that is, Duplicate Rules can be customized, but it requires Customize Application permission.

Ensure, while creating the new Duplicate Rule that user enters all details including field mapping for each field and record-level security. If a rule is required to run for a specific records of objects, define the entry criteria for the rule. The user can proceed with the following three steps, once the duplicate rule is step up.

Step 1: Criteria used to compare and identify duplicate records are defined by matching rules.

Step 2: Records identified as duplicates will be returned.

Step 3: Duplicate Rules will not allow the users to save duplicate records.

Summing Up

We have elaborated well that Matching Rules and Duplicate Rules can bring you all the solutions when it is about data duplication while migration. However, we have talked about all the facts that you must know before you actually execute Matching Rules and Duplicate Rules. But, there are certain limitations of Duplicate Rules as well that you can explore before setting up Duplicate Rules.

Now, what waiting for? Beat all the data duplication while migration and get graph with exponential growth of your business.


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