Apr 29, 2021, 10:00 – 11:30 PM
Salesforce Nonprofit User Group, Vancouver, Canada
Explore the many ways you can manage your duplicate contacts within Salesforce.
We will walk through matching rules, duplicate rules, how to make your own duplicate report, the difference between NPSP and Standard Contact Merge. JoJo from Union Gospel Mission will go over her organization's plan, and demonstrate a 3rd Party Tool (DemandTools) to mass dedupe records.
Thursday, April 29, 2021
10:00 PM – 11:30 PM UTC
Settling In, Introductions, Announcements |
Dealing with Dupes |
Floor Opens to the Community for questions |
CONTACT US