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Salesforce Tips

Salesforce Duplicate Management: 7 Implementation Tips

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Salesforce Duplicate Management: 7 Implementation Tips

"Oh my goodness, I've been waiting so long for duplicate management, I CAN'T WAIT TO TURN IT ONNN!!!!" - Says many a Salesforce customer. Yes, its SUPER exciting, I am definitely jumping up and down about this, but slow down, wait a minute. Don't rush in and just turn it on, its tempting, but you want to take a pragmatic view of this - Turn it on too much too fast, and your users are going to be upset - maybe even stop putting data into the system. 

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From Oops! to OH YEAH!!

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From Oops! to OH YEAH!!

I have a confession, I make mistakes. I am human. I try to remind my clients they are human too - they work with new technologies, they are learning, mistakes will happen. I’ve learned more from my mistakes than from my successes.  My customers often get nervous when setting up their very first email template in Salesforce.  They want to be sure it looks right and has everything they need.  They worry they will send to the wrong people, or send too soon.  But knowing how to recover from a mistake is one of the most important things a business can do to retain trust amongst their customers.  

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