Salesforce professionals, staying ahead of data hygiene is a constant challenge, and duplicate records can slip through the cracks, wreaking havoc on your CRM’s reliability. Understanding how to leverage Salesforce Flow to check for duplicates can streamline your data management processes and ensure your data’s integrity.
1. Benefits of Using Salesforce Flow for Duplicate Management
– Automates the duplicate checking process.
– Provides flexibility in handling potential duplicates.
– Reduces the need for manual checks, saving time and resources.
2. Setting Up Duplicate Rules and Matching Criteria
– Define Duplicate Rules that determine when to run the check.
– Specify the Matching Criteria to identify what constitutes a duplicate.
– Configure the actions to be taken when a duplicate is found.
3. Creating a Record-Triggered Flow
– Use the Flow Builder to create a record-triggered flow.
– Configure the flow to run when a record is created or updated.
– Include a decision element to check for duplicates based on specified criteria.
4. Utilizing the Duplicate Record Item
– Leverage the Duplicate Record Item to query for matching records.
– Set up conditions to compare the new or updated record against existing records.
– Use the ‘Find Duplicates’ element to identify potential duplicates in the Flow.
5. Handling Potential Duplicates
– Design the Flow to either alert users of a duplicate, merge records, or block the creation of new duplicates.
– Offer options for users to manually review suspected duplicates.
– Ensure that the process aligns with your organization’s data governance policies.
By mastering Salesforce Flow to combat duplicate records, you enhance data quality and empower teams with cleaner, more reliable data. It’s a strategic move towards maintaining an organized and efficient Salesforce environment.
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Source from salesforceben(dot)com