Passage Technology Blog

Filtered by duplicate-records

Instituting a Uniform, Repeatable Process for New Salesforce Record Creation

2024/08/19

One of the challenges for optimizing the use of Salesforce® is that many different users create the records stored in the platform. This creates the potential for wide variances in how the records are created and the information they contain. This lack of uniformity can make it difficult to find and unearth actionable insights across numerous business functions.

Building and Implementing a Sound Data Governance Program

2024/05/20

A key responsibility of every business’s IT and Analytics department is to establish and execute a comprehensive data governance program. Executive leadership teams view this function as vital to a company’s overall risk management and growth potential—and with good reason. This applies to businesses of all sizes, from small to very large.

Tips for Executing an Effective Data Quality Strategy

2024/04/30

A business’s operations, and its resulting success, are highly dependent upon the quality of the data it uses. This truism is universally accepted. Data impacts every facet of the business, and with the growing use of AI, the business must be proactive in its data quality strategy.

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

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