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Best Method for Checking Duplicates in Salesforce to Save Email Credits

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What's the best way to check for duplicates in Salesforce before burning credits to find emails?

  • Avatar of Matthew Q.
    Matthew Q.
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    Hey Mikey - depends a bit on what info you keep on each prospect

  • Avatar of Matthew Q.
    Matthew Q.
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    Best case is you have linkedin profiles

  • Avatar of Matthew Q.
    Matthew Q.
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    In which case you can do a SF lookup to see if any prospect exists based on that - and if not, conditionally run your email columns

  • Avatar of Mikey P.
    Mikey P.
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    Appreciate the advice. I ended up doing a combo of (name + company name) & LinkedIn URL Adding some type of automatic de-dupe check for Clay would be next level Matthew Q.

  • Avatar of Clay T.
    Clay T.
    APP
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    Definitely! something the team is working on and hopefully we'll be able to test out soon :)

  • Avatar of Matthew Q.
    Matthew Q.
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    Mikey P. curious if you can share the table you ended up creating? Would love to share an example of current difficulties