How to Solve Duplicate Records in Salesforce

In this episode of Salesforce for Recruiters, Brad Owens discusses the critical issue of duplicate management in recruiting. He shares his experiences as a recruiter and how Salesforce can help streamline the process of managing candidate information. The episode covers various aspects of duplicate detection, including setting up duplicate rules, managing job board applicants, and structuring contacts to avoid duplicates. Brad emphasizes the importance of maintaining a clean database to enhance candidate relationships and improve recruiting efficiency.

takeaways
Having a database full of duplicate candidates is frustrating.
Salesforce can revolutionize recruiting processes.
Duplicate management is essential for maintaining candidate relationships.
Understanding duplicate detection in Salesforce is crucial.
Setting up matching and duplicate rules is key.
Job board applicants can complicate duplicate management.
Proper data structure helps avoid duplicate records.
Contacts should be treated as contacts, regardless of their role.
Salesforce tools can help streamline applicant tracking.
Regularly reviewing your database can prevent duplicate issues.

Chapters
00:00
The Frustration of Duplicate Candidates
00:17
Understanding Duplicate Management in Salesforce
02:07
Setting Up Duplicate Detection
03:31
Setting Duplicate Criteria in Salesforce
05:12
Managing Job Board Applicants
06:44
How to handle multiple applications
08:06
Structuring Data to Avoid Duplicates
09:41
Conclusion and Key Takeaways