🧠 WHO CAN FIX THIS? — DATA INTEGRITY EDITION
A UK-based healthcare company is losing trust in their Salesforce reports.
Here’s what’s happening:
📥 Duplicate Leads and Contacts are being created by different reps
📊 Revenue is being double-counted in dashboards
🤦 Management can’t tell which pipeline data is accurate
You’re the Admin. The company wants:
✅ Clean, accurate reports
✅ A way to warn or block users before duplicates are saved
✅ A lightweight solution that doesn’t slow the sales team down
What’s your BEST move?
👇 Drop your answer in the comments, and explain your reasoning. Let’s see who’s thinking clearly under pressure 😏
#WhoCanFixThis #DataIntegrity #SalesforceAdmin #DuplicateData
🔘 A. Set up a Matching Rule and combine it with a Validation Rule to block duplicates
🔘 B. Use Duplicate Rules with custom criteria and pair it with a Matching Rule
🔘 C. Build a custom Flow that checks for duplicates using a Matching Rule
🔘 D. Create a report using a Matching Rule to find duplicate records and apply Duplicate Rules manually
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🧠 WHO CAN FIX THIS? — DATA INTEGRITY EDITION
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