Data Quality Management

Consolidate Duplicate Leads and Contacts

Maintaining data quality is critical, especially when it comes to the information your have about your prospects and customers. Salesforce provides data quality management capabilities to ensure that your lead and customer database has valid data and is free of duplicates.

Lead Search and Merge Utility

Search for duplicate lead records and merge the data in both records with a click, or merge a lead with an existing account or contact.

Account Merge Utility

Easily merge duplicate accounts, combining the data from each record along with all associated activities and other information.


Contact Merge Utility

Similarly, merge repeated contacts to combine all their data and associated information.

Data Validation

Enforce business policies and capture the right information with data entry validation rules and custom error text.