Category: Salesforce Tips & Tricks
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A Divergent Solution to Salesforce Duplicates
This post is the result of a question I received at the end of the year Chicago Suburban User Group breakfast held last year. As a co-leader, I often receive questions from other members regarding a sticky situation they are facing regarding their work with Salesforce. The following question was…
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Cleaning Salesforce Duplicates For Free Using Excel/Google Sheets
Salesforce best practices everywhere say, “Make sure to clean your data before you load it into Salesforce.” Some people follow this rule, while many throw caution to the wind and ‘fire it up’ leading to a mass transfer of dirty data that someone has to clean. That someone is you,…
