Nous souhaiterions savoir quelle est la solution que vous recommandez pour éviter les doublons, et donc pour mettre à jour le contact lorsque l'adresse email renseignée sur le formulaire coté site internet existe déjà pour un contact dans salesforce.
Merci
1 个回答
Duplicate Management:
If you want to prevent from Entering Duplicate Records, you can use Standard Functionality Matching Rule and Duplicate Rule
These blogs will explain you step by step,
http://www.mstsolutions.com/blog/content/duplicate-management-salesforcecom
http://www.buanconsulting.com/duplicate-management-in-salesforce-com/
https://help.salesforce.com/articleView?id=managing_duplicates_overview.htm&type=0 (https://help.salesforce.com/articleView?id=managing_duplicates_overview.htm&type=0" target="_blank)
Matching Rule:https://help.salesforce.com/articleView?id=matching_rules_overview.htm&language=en_US&type=0
Duplicate Rule:https://help.salesforce.com/articleView?id=duplicate_rules_create.htm&language=en_US&release=206.5&type=0
If you have already Duplicate Records then by using This App filter it,
Try This Apps,
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000058vzKEAQ
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO
