Matching Rules for Duplicate Accounts 101.1 скачать в хорошем качестве

Matching Rules for Duplicate Accounts 101.1

This is the first video in a Playlist showing how to Match and Dedupe (remove duplicate) records in Salesforce Lightning. First we show how to add the "Potential Duplicates" Lightning Component to your page layout to then id matching records using the Salesforce Matching and Duplicate Rules using the Standard options. Then when we add a record, and show the challenges of the standard options - and how to build an "exact match" Matching Rule. Also shows a demo of an Account merge in Lightning. Here are the videos in the "Matching and Duplicate Rules for Accounts" playlist:    • Matching and Duplicate Rules for Accounts   Matching Rules for Duplicate Accounts 101.1    • Matching Rules for Duplicate Accounts 101.1   How to use the Potential Duplicate Lightning Component and create and run an Exact Match Rule and Duplicate Rule, in order to view and merge duplicate records Lightning Duplicate Rules for Accounts 101.2    • Lightning Duplicate Rules for Accounts 101.2   demo of the "Fuzzy" match options and deeper review of the Duplicate Rules options Lightning: Duplicate History Custom Report 101.3    • Lightning: Duplicate History Custom Report...   How to create and format a new custom report type that displays "Duplicate Record Items" for a specific object. Also discusses the order of duplicate rules feature