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Andréa A.
AA
Analista de Dados | Excel | Python | Tableau

How do you manage high volume of duplicated data?

Hello! Currently, we have a high volume of duplicated Account records in our Salesforce. Please, how anyone here who face the same situation deal with that? I already use duplicated rules and third-party apps to help, but it doesn't seem to be enough.
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Mohammad Fahad A.
MA
Blogger | Affiliate Marketer | Freelance Writer
0
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SS
Sales Rep / Senior Funding Advisor
0
It's easier to remove the duplicates from the .csv file you are using to upload the data to Salesforce prior to doing so. Otherwise you're going to have to search for one piece of info they all have in common, maybe like their phone number and then you can use ctrl+f to search excel for that info and just highlight the data you don't want any longer and remove the duplicates. I used to just upload whatever and remove it afterwards but it's really not a good practice and gets you in a bad spot sometimes because you can end up with a lot of duplicates. Otherwise, depending on how you save your leads/data for uploading; but if it were me I would just delete all of the leads and start over after I updated the excel .csv file to remove the duplicates because it will be more efficient that way.
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