Day 7 | Salesforce Bootcamp 2023 | Duplicate & Matching Rule | Activities | Feed & Field History

Introduction

This tutorial will guide you through the essential concepts covered in the Day 7 session of the Salesforce Bootcamp 2023, focusing on Duplicate and Matching Rules, Activities, and Feed & Field History. Whether you're a beginner or looking to enhance your Salesforce skills, this step-by-step guide will provide the knowledge you need to effectively manage duplicate records and understand activity tracking in Salesforce.

Step 1: Understanding Duplicate and Matching Rules

Duplicate and Matching Rules in Salesforce are essential for maintaining data integrity. They help identify duplicate records and prevent data entry errors.

Key Points

• Duplicate Rules: These specify what happens when a duplicate is detected. You can choose to block the creation of a duplicate record or allow it but alert the user.
• Matching Rules: These define the criteria for identifying duplicates. For example, you can match records based on email addresses or phone numbers.

Practical Steps

1. Access Setup:

   • Go to Salesforce and click on the gear icon in the top right corner.
   • Select Setup from the dropdown menu.

2. Search for Matching Rules:

   • In the Quick Find box, type "Matching Rules".
   • Click on Matching Rules under Data Management.

3. Create a New Matching Rule:

   • Click on New.
   • Define the criteria for matching (e.g., field comparisons) and save the rule.

4. Activate the Matching Rule:

   • Go to the Matching Rule you just created.
   • Click Activate to make it effective.

5. Set Up Duplicate Rules:

   • In the Quick Find box, type "Duplicate Rules".
   • Click Duplicate Rules under Data Management.
   • Click on New and select the related matching rule to associate.

Step 2: Managing Activities in Salesforce

Activities in Salesforce are actions that users can perform, such as tasks and events. Understanding how to manage activities is crucial for effective CRM usage.

Key Points

• Tasks: These are to-do items assigned to users.
• Events: Scheduled meetings with clients or team members.

Practical Steps

1. Creating a Task:

   • Navigate to the Tasks tab.
   • Click on New Task.
   • Fill in the details such as Subject, Due Date, and Related To (which record the task is associated with).
   • Click Save.

2. Creating an Event:

   • Navigate to the Events tab.
   • Click on New Event.
   • Enter the event details like Subject, Start/End Time, and invitees.
   • Click Save.

Step 3: Understanding Feed and Field History

Feed and Field History allow you to track changes in records over time. This feature is crucial for auditing and understanding data changes.

Key Points

• Field History Tracking: This feature lets you monitor changes to specific fields in an object.
• Feed Tracking: This captures a history of activities related to records.

Practical Steps

1. Enable Field History Tracking:

   • Go to the object you want to track (e.g., Account).
   • Click on Fields & Relationships.
   • Click on Set History Tracking.
   • Select the fields you want to track and save.

2. Viewing Field History:

   • Open a record for the object with history tracking enabled.
   • Find the Field History related list on the record page to see changes.

3. Using Feed Tracking:

   • Ensure Feed Tracking is enabled in the object settings.
   • You can view the feed on any record page to see comments, posts, and other activities.

Conclusion

In this tutorial, we've covered essential Salesforce concepts, including Duplicate and Matching Rules, managing Activities, and understanding Feed and Field History. By following these steps, you can enhance your Salesforce skills and better maintain the integrity of your data. As you continue your Salesforce journey, consider applying these concepts in real-world scenarios to solidify your understanding. Happy learning!