Salesforce Features
Import Wizard with De-Duplication
Import is receiving major enhancements in the Summer ’05 release in
response to customer feedback. De-duplication functionality for leads
and contacts helps you keep your Salesforce data clean. In addition, we
have made significant improvements in import performance.
This feature is available across all editions.
Related Resources
- Jump Start Training
- Import Accounts and contacts, Leads, Solutions, Custom Objects
- Also consider partner applications from the AppExchange such as ActNow, Ringlead, and Demandtools
Feature Details
- De-Duplication: In this release, de-duplication functionality will help you avoid importing duplicate leads and contacts by matching on email address, name, or Salesforce ID (for contacts). This optional setting in the import procedure also allows you to determine behavior for matches: you can choose to update the matching records or skip them.
- Mass Updates: Large numbers of accounts, contacts, or leads can be updated at once by running reports, automatically updating the records, and then importing the updated data (which is matched by ID).
- Improved Performance: Performance for account and contact import is dramatically improved, so that your customer data will be loaded into Salesforce more quickly than ever.
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