I am going to show you a method I used recently, when we had to sort out a number of contacts with duplicate phone numbers to prevent calling the same people twice. The SDR's were already calling prospects, and the matter of removing duplicate phone numbers form the calling list was urgent.
In this solution, I will show you how to:
- Set up a new association label for associating duplicates
- Automatically associate contacts with a matching property value of an identifier
- Create a rollup to count how many duplicates are associated to a record
- Create lists of duplicates to easily access and manage them
Details about the case:
This solution will work for any record type with any identifier, but in this article, I will use contact records with an identical phone number as the example case.
Setting up association labels for duplicate records
First, go to your settings -> Data Management -> Objects -> Contacts -> and open the tab "Associations". It should look something like this. Make sure you have "Contacts-to-Contacts" selected before you click the orange button to create a new association label.
Set an appropriate name for your duplicates to separate them from other potential...
