Data Policy- Configuring Account Dedupe Policy in fullcast.io
The Account Dedupe policy removes duplicate accounts in your system to clean up your data. This policy needs to be enabled to avoid having multiple salespeople reaching out to the same prospect or customer.
After setting up duplicate rules in Salesforce, we now have to ensure that the duplicates found are dealt with. With the Account Dedupe policy, you can decide whether to directly merge duplicate accounts into a master account or define criteria for when you need to send these accounts for approval before merging. You can also simply tag accounts as Duplicate or Master if that is your preferred action. This can be helpful if multiple accounts have open opportunities or contacts, and you'd like to avoid losing important data. To set this up in fullcast.io, follow the steps below.
- Select the Motion tab in fullcast.io.
- Select Review policies under the category Policies by Territory
- Select the Add New Policy button in the top-right corner.
- From the Policy Catalog, select Account Dedupe.
Stage 1 - Approval
2. Choose an operator from the green drop-down menu and type in a value for each field. This is important to filter further the accounts that get picked up for approval. (E.g. Opportunity Count [greater than] , Account Type [equals] [Prospect])
4. Under Send to the following people for approval, choose a user from the drop-down list to review duplicate accounts shown in the Duplicate Record Set created by Salesforce.
In step 4, the user(s) you chose typically decide which record, among the duplicates found by Salesforce, becomes the "Master Record."
Stage 2 - Duplicate Action
- From the drop-down list, select what you would like to do with the duplicate accounts found. Choose between Tag or Merge.
- When finished with all stages, click Save Changes. The policy is now created in the Motion Module home page.
To activate the policy, click the [...] Policy Settings Menu on the Account Dedupe policy. Select Enable from the drop-down menu.
Tagging and Merging Accounts
If you select to Tag the duplicate accounts in stage 2, the records will either be labeled as Duplicate or Master records. If you select to Merge the duplicate accounts in stage 2, then the approver selected in Stage 1 will assign a Master Record, to which the other accounts will be merged.