Why Unique Entry in Salesforce is So Amazing

Why Unique Entry in Salesforce is So Amazing

I’ve been working with nonprofits using Salesforce since 2006. In my first experience with Salesforce I was as an employee of a nonprofit organization using Salesforce.  I now work with KELL Partners, a consulting firm that implements and supports Salesforce-based solutions at nonprofit organizations. If I took a poll of organizations I’ve worked with and asked them “What is your top pain point in Salesforce that’s the most difficult to solve?”, I think the answer would be the same across the board: finding, managing and preventing duplicate records.

No harried nonprofit staffer sits down at their desk and thinks, “I’m going to create some duplicate records because I have nothing better to do.” If they knew they were wasting their time creating a duplicate record, they wouldn’t do it. One less duplicate to worry about later. This is why Unique Entry 2.0 is so amazing.

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