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Improve the search capability for Duplicate Detection
Accounts & Contacts
Duplicate detection is manual. Can you build a duplicate detection tool that finds possible duplicates? We have many reps who don't bother to look up existing contacts/leads/accounts before entering information into Salesforce.
Barring a new tool (I see that developers are charging for this service), can you at least improve the search function that finds records to merge. No offense, but it's really not worth it unless I know the exact names of the duplicate accounts. Frequently, I will have to alter account/contact names to more closely resemble each other in order to get them to appear on the record merge search results. At that point, I might as well just manually merge them!
- 5 years ago
- 6 years ago
One Market St.
San Francisco, CA 94105
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