3d (edited) • 🎖️CHALLENGES /ASSIGNMENTS HUB
🧠 WHO CAN FIX THIS, DUPLICATE MANAGEMENT AND DATA INTEGRITY EDITION
You have joined a UK based professional services company that uses Salesforce for sales, marketing, and reporting.
Here is the situation.
• Sales reports are inflated because the same customer exists multiple times
• Marketing campaigns are sending emails to duplicate Contacts
• Users are creating records quickly and cannot be slowed down
• Leadership wants cleaner reports without disrupting daily work
The business specifically says
We want duplicates identified and managed intelligently
We want reporting accuracy restored
We do not want users blocked unnecessarily
We want something scalable, not manual cleanup every week
As the Salesforce Admin, what is the best overall approach?
💬 Vote and explain your thinking.
Only one option truly balances data integrity, reporting accuracy, and user experience 👀
Kind regards
Godwin, Mentor and Coach
🔘 A. Configure Matching Rules to define duplicate logic, set Duplicate Rules to alert and allow, then use reports and duplicate record sets to clean existing data
🔘 B. Enable Duplicate Rules with block enabled, create Matching Rules, and restrict record creation through Profiles and Permission Sets
🔘 C. Use Validation Rules on email and phone fields, rebuild reports, and train users to avoid creating duplicates
🔘 D. Build custom reports to identify duplicates, delete records manually, and prevent new duplicates using record types
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🧠 WHO CAN FIX THIS, DUPLICATE MANAGEMENT AND DATA INTEGRITY EDITION
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