Deleting dupes in salesforce

Introduction

Suppose you have duplicate records and you want to know how to prevent them from being created but aren't exactly sure where or how to go about it then, this article is for you.

Salesforce's flexibility

Salesforce can be flexible when you want it too and for new comers who simply want things done quickly this can lead to unintended results. This is the cost of Salesforce's flexibility. I can already hear someone agonizing over the fact that they have to learn extra material just to make the system work for their tiny use case. But it doesn't necessarily have to be that way.

One of the beautiful things about Salesforce's flexibility is the larger solution set that is available for many of the most common problems you are likely to face.

Add a new field

Take for example the case of duplicate accounts. One could simply implement an approval process to eliminate dupes. Or one could use a trigger to lookup a duplicate record before a new one is created. If the issue is lack of distinction or ability to adequately distinguish between two records, one could simply add an additional field to a record to accomplish this.

All these solutions could be implemented, tested and modified in a snap within a sandboxed environment.

For more questions and answers to common Salesforce problems, do not hesitate to reach out to us at info@inclusiosoft.org