Im trying to figure out an effective way to manage duplicates when bulk uploading leads. Our company is B2C and we utilise leads aand person accounts. When one of our sales agents bulk uploads leads into our org we need a system that will flag if a lead or account record already exists.
If there are any suggestions it would be much appreciated.
Thanks
6 respuestas
Hello David,
The import wizard de-duplicates leads in your import file if you choose a Matching Type of Salesforce ID, Name, or Email. Alternately, if you choose a Matching Type of None, duplicate leads will be created in Salesforce and you can merge them later.
When importing new leads for a campaign via the Lead Import Wizard, the Matching Type option is not available; the wizard does not merge duplicate records. However, if you are using the Campaign Update Wizard, duplicate leads are not created. The Lead ID field in your import file ensures that the correct, existing lead will be updated with the campaign status information.
The easiest way is to remove duplicates after your migration is completed. Many CRMs have 3rd party tools that help you with de-duplication .
7 Tools for Best Managing your Salesforce Duplicate Records
http://panaya.com/blog/salesforce/7-tools-best-manage-salesforce-duplicate-records/
Thanks,
Pritam Shekhawat
