Utilizing Salesforce Duplicate Tools - Free Webinar

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Outcomes: Understanding of basics of Salesforce Duplicate and Matching Rules and running Duplicate Jobs; Prevent of Duplicate Records

Audience: Salesforce, Education Cloud or TargetX System Administrators, IT Department Staff

woman sitting at computer with hands on head frustrated

Duplicate data is one of the more frustrating things within your CRM, but it doesn’t have to be.

Duplicate data is not only annoying it can cause real headaches due to inaccurate communications sent to students creating confusion. In this webinar, we will walk through the Salesforce Duplicate tools and how best to use them in real-world scenarios. Additionally, we discuss prevention and maintenance to keep your data squeaky clean.

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Using Public Groups to easily share reports, email templates, records, and more.