Passage Technology Blog

Filtered by duplicate-records

Maximizing Salesforce and AI in Your Business

2023/11/13

Outputs from both Salesforce® and AI are entirely dependent on the inputs—the quality of the data being analyzed. More than ever, your company needs a data optimization process that leverages all of the stakeholders and not just a select few.

Ask PT About Avoiding the Creation of Duplicate Records in Salesforce

2023/03/29

Dear PT, 

At our company, when users create a Salesforce® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH

Passage Technology Blog