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  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Appendix A: Glossary

User Guide

User Guide

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Manage Duplicate Records Overview

Manage Duplicate Records Overview

Duplicate leads and accounts might result in account ownership conflicts, incorrect opportunities, and inaccurate forecasts. Duplicate record management is available for accounts, leads, and contacts to maintain clean and accurate data.
Customer 360 for Salesforce
 (
Customer 360 for Salesforce
) prevents the creation of duplicate records when you enter the account, lead, or contact details.
When you attempt to save a new record,
Customer 360 for Salesforce
 searches for potential duplicate records.
Customer 360 for Salesforce
 displays a warning if it finds a duplicate record. You can choose to override the warning and create the record.
You can also view duplicate records in the record details page. Each duplicate pair consists of a master record and a duplicate record. You can view the duplicate information in the details section of a record.
Customer 360 for Salesforce
 considers records as duplicates if the records have a match score that meets or exceeds the duplicate threshold. If the match threshold is closer to the configured duplicate threshold, review the records to manually merge the records or flag the duplicate pair as unique records.
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