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SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.

Seeing Doubles? Preventing Duplicates in Salesforce

Is your system full of duplicates? Duplicate records can frustrate users, throw off reporting accuracy and in general cause havoc in your Salesforce ecosystem. In this post I am going to talk about a couple of tools available to prevent duplicates from coming into your system in the first place.

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Preparing Data for Import: Separating Couples’ Names

Whether you’re migrating from another database, or finally moving away from multiple spreadsheets to manage your data, there are a few principles you want to keep in mind, and some tools you can use in Excel or another spreadsheet program to achieve them. If your data has a separate Last Name column, and you have a single column in which couples’ names are together, you’ll want to separate them. Here is how.

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