Summary

In this chapter, we learned about duplicate management on standard and custom objects to increase data consistency across our CRM database.

We used matching rules to define the objects, fields, and algorithms to be checked when detecting duplicates; duplicate rules to alert or block users when creating new account, contact, or lead records; and duplicate jobs to make an org-wide analysis of all duplicates for standard and custom objects. Now you know another great instrument to ensure data integrity for your business data.

In the next chapter, we'll deal with content management to organize, share, search, and manage files within our org.

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