Walkthrough | Do you like Duplicates?
Hi Everyone, One of the most important activities in fundraising or running a nonprofit is to make sure your data is clean. Salesforce has always had duplicate detection but just recently Salesforce has updated its set of tools to include powerful merge tools.
In order to utilize this merge feature you need to enable the standard matching and duplicate rules. This will also help you keep your data clean. I will walk you through from beginning to end in just 6 minutes. This will save you time from dealing with dirty data.