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How do you create a duplicate detection rule?

How do you create a duplicate detection rule?

Select Settings > Data management > Duplicate detection rules. To create a new duplicate detection rule, choose New. Type a name and description. To edit an unpublished existing duplicate detection rule, choose the duplicate detection rule.

What is duplicate detection?

Duplicate record detection is the process of identifying different or multiple records that refer to one unique real-world entity or object.

What is duplicate detection rules Dynamics 365?

You can detect duplicates: When you create or update records for tables that enabled for duplicate detection. This includes records created with Dynamics 365 for Outlook and tracked in the web application. The duplicate detection dialog is only displayed for the records created or updated in the user interface (UI).

Which is true for Resco Mobile CRM in regards to duplicate detection rules?

Mobile CRM application does not create any rules on its own; it may be directed to make use of the CRM server rules. If you do so, then whenever an entity record is saved, this record is compared against the existing records to find the possible duplicates.

How do you identify duplicate data?

Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data

  1. Common Terms, Expressed Differently.
  2. Short Names and Nicknames.
  3. Typos.
  4. Titles & Suffixes.
  5. Website URL Considerations.
  6. Matching by Similarity (AKA Fuzzy Matching)
  7. External System IDs.
  8. 8. “ This or That” Duplicate Detection.

What is duplicate record?

A duplicate record set is a list of items identified as duplicates. It’s created when a duplicate rule or job runs. Let your Lightning Experience users merge duplicates by granting them access to duplicate record sets.

How do you run a duplicate rule?

Run Duplicate Jobs

  1. Click.
  2. From Setup, enter Duplicate Jobs in the Quick Find box, then click Duplicate Jobs.
  3. Click New Job.
  4. Select the Contact object.
  5. Select the Insights Platform Contact Matching Rule or a custom Matching Rule you created.
  6. Optionally change the job name.
  7. Click Run.

How do I prevent duplicates in Excel 365?

The good news is that you can easily prevent duplicates in a specific range using Excel’s Validation feature as follows:

  1. Select the range of cells in which you want to prevent duplicate values.
  2. Choose Validation from the Data menu.
  3. Click the Settings tab.
  4. Choose Custom from the Allow drop-down list.

How do I merge records in Dynamics 365?

Merge duplicate records

  1. Select the duplicate records, and then click Merge.
  2. In the Merge Records dialog box, select the master record (the one you want to keep), and then select any fields in the new record that you want to merge into the master record.

What is deduping and why should you do it?

Data quantifies facts, making them more reliable and visionary. Data in-flow from different departments, sources, and follow-ups can turn into a hoard of bad data in the absence of a set process. Deduping, by eliminating redundant data from the equation, minimizes downtime and keeps business continuity plans on track.

What is deduping in Salesforce and why is it important?

Deduping, by eliminating redundant data from the equation, minimizes downtime and keeps business continuity plans on track. It can also help manage relevant and reliable data in a timely and cost-effective manner. In Salesforce, Duplicate Management is a standard solution for deduping.

How do I set up a duplicate detection rule?

If you want the rule to consider only active records while detecting duplicates, select the Exclude inactive matching recordscheck box. You should also select this check box if your duplicate detection rule criteria are based on a status field. If you want the rule to be case-sensitive, select the Case-sensitivecheck box.