Скачать или смотреть Find Duplicate Contacts in Salesforce: A Comprehensive Guide

Welcome to our detailed tutorial, where we share the secrets to efficiently finding duplicate values across multiple fields in #Salesforce. This video is a must-watch for anyone dealing with contact records and seeking to maintain clean, duplicate-free data.

What you’ll learn:
1. Identifying duplicates across multiple fields: Discover how to spot duplicates in contact records with multiple phone fields – an essential skill for data cleanliness.
2. Step-by-step guide: We walk you through a practical scenario setup to efficiently identify duplicates.
3. Creating a smart formula: Learn to create a custom Formula text field that consolidates all phone values, paving the way for effective duplicate checking.
4. Implementing the ‘Partial Exact’ matching method: Understand how to use this specific method for a more nuanced and accurate duplicate detection.
5. Real-time demonstration: Watch as we set up and run a Plauti Deduplicate job, showcasing the process and its results.

Formula for the formular text field that has all phone values. Make sure the phone values have a white space in between:
phone1+" "+phone2+" "+phone3+" "+phone4+" "+phone5+" "+phone6"
You can do the same with emails by adding email values.

Timestamps:
0:00 - Introduction to Plauti Deduplicate
0:45 - Understanding the need for multiple-field comparison
1:30 - Scenario setup for Contact Records
2:15 - Creating a custom formula text field
3:00 - Setting up the Plauti Deduplicate with the new formula
4:00 - Running the Plauti Deduplicate Job
4:45 - Analyzing the results
5:30 - Conclusion and further resources

Got questions?
Reach out to our support team for personalized assistance: [email protected]

Don’t forget to watch our other Salesforce tutorials for more insights and tips.

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