Use this link to share the webinar recording with your colleagues:
Awesome Admin: Keeping Your Data Clean: https://help.pm.leapevent.tech/a/1455631
Recent PatronManager releases have made it possible for you to access some great Salesforce tools for keeping your data tidy and consistent. Join us for a closer look at Salesforce Duplicate Management and State/Country Picklists, and learn how these features can help you build stronger relationships with your patrons!
This webinar is geared toward PatronManager admins, or intermediate to advanced users with access to Setup.
Recorded February 2022
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Additional resources
- Introduction to the PatronManager Admin Certification Program
- All About Managing Duplicate Accounts & Contacts
- How to Set Up Duplicate Management for Accounts & Contacts
- How to Schedule or Subscribe to a Report
- How to Merge Duplicate Accounts & Contacts in Lightning
- All About Sandboxes
- How to Merge Older Duplicate Accounts and Contacts
- How to Prevent, Find, and Merge Duplicate Accounts and Contacts
- Data Project Services
- How to Create and Update Custom Fields
- How to Use State and Country Picklists
- All About Product Ideas
- All About the Client Community