Dealing with Dupes

Apr 29, 2021, 10:00 – 11:30 PM

Explore the many ways you can manage your duplicate contacts within Salesforce.

About this event

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.


When

When

Thursday, April 29, 2021
10:00 PM – 11:30 PM UTC

Agenda

Settling In, Introductions, Announcements
Dealing with Dupes
Floor Opens to the Community for questions

Group Leaders

  • Lynda En

    Leader

  • Clair Lam

    Leader

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