Eliminate Duplicate Records

Help your reps keep on selling while Salesforce does the record keeping. Now, that Duplicate Management is available for Sales Cloud Lightning Essentials, you can keep your data clean automatically. By eliminating duplicate records, your teams can trust that sales data is up-to-date and your company can trust that your customer database is accurate.

Where: This change applies to Sales Cloud Lightning Essentials.

Why: Duplicate Management automatically merges duplicate contacts, accounts, and leads into a single record.

How: Duplicate Management is available to all sales reps on Sales Cloud Lightning Essentials with a standard set of matching rules. Then, reps are alerted when they create or edit a duplicate record. If you’d like, you can customize your rules to match your business needs.