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Accelerator - Prevent Duplicate Records

Knowledge Article Number 000232365
Description
Salesforce Cloud Services

Accelerator
Prevent Duplicate Records




What problem are we solving for you?
This accelerator is designed to help you get Duplicate Management enabled and start preventing users from entering duplicate records.

Common Business Challenges:
  • You are constantly looking for ways to prevent users from entering duplicate records
  • You know you have to make your sales reps more efficient.  They spend too much time sifting through duplicate records
  • Your IT/Administrative teams spend all their time trying to prevent users from entering duplicate records
Typical Benefits:
  • Increase Sales Rep Efficiency
  • Increase in IT/Admin Efficiency
  • Decrease in duplicates in Salesforce
  • Decrease in time for admin tasks by Sales Rep
  • Increase Data Quality
  • Increase employee productivity through mobile
  • Increase Marketing Staff Effiency
  • Improve Pipeline Health and Visibility
Accelerator Guiding Principles
Salesforce Commitment
  • We only use the native Duplicate Management feature to activate rules
  • No customization/code will be created or modified
  • No data migration
Your Commitment
  • Confirm definition of success
  • Engagement in discovery requirements gathering
  • Providing required Sandbox access to implement recommendations
  • Provide feedback at each step of the process
  • Complete feedback survey post launch
Product/Featured Enabled:
  • Professional Edition or higher license required
People/Resources Needed:
  • Engagement and champion from Administrator and/or sales operation leadership
 
Engagement Process and Timing
Key Milestones & Approximate Duration
Milestone
Duration
(Minutes)
Estimated
Timeframe
1) Accelerator Overview
60 minutes
Start Date
2) Discovery Session Preparation
  • Discuss and complete the pre-Discovery Session worksheet
  • Agree on quantifiable success criteria
60 minutes
Start + 2 days
3) Discovery session with Salesforce Domain Expert
  • Recommend and agree upon identified use case
  • Review discovery findings and other recommendations dashboard
60 minutes
Start + 3 days
4) Build 
  • Configure rule
  • Create reports
  • Customize Getting Started document
N/A
Start + 5 days
5) Final Rules and Reports Review
  • Review duplicate rule created
  • Review Duplicate Management reports
  • Discuss Getting Started document
60 minutes
Start + 1 week
6) Final Checkpoint (Survey/Email)
15 minutes
Confirmation Call + 1.5 weeks
 

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