Having duplicate data in any CRM system serves to diminish the trust in the accuracy of the system by your users and makes it harder for you to ensure compliance with any data protection and privacy regulations. Ultimately, duplicate data comes at a cost, both from a creation and duplication management perspective, but also from the potential impact and outcome that duplicate data can have on the relationship with your customers.
To help tackle the issue of duplicate data, Salesforce provides a standard facility called duplicate management within Salesforce CRM and also provides a mechanism to track ongoing progress in the elimination of duplicate records. The duplicate management feature allows you to manage duplicates for accounts, contacts, leads, and custom object records.
Duplicate management in Salesforce uses the following setup options to control...
