Unmatched or incomplete records can be matched manually with a single click-just pick from the list of possible matches to add Scott’s premium data to your Account or Contact profiles instantly. Simply install the Scott’s Directories app in your Salesforce instance and it will automatically add Scott’s premium data to your existing Accounts and Contacts, and keep them up-to-date on an ongoing basis. This means that your Salesforce lead management can become much more effective, while actually using less effort. There is no uploading, no manual matching and de-duping, and no ongoing research needed to keep your customer data complete and up-to-date. Scott’s Directories for Salesforce is the new Salesforce App Exchange application that enables companies to match, append, and source detailed business and contact information automatically. ![]() ![]() And if you’re importing data for the purposes of matching it and appending it to your existing Accounts, Leads, or Contacts – you need to identify matches, duplicates, and net new records first to avoid appending the wrong information to an existing account, or inadvertently duplicating one.įortunately, there is an easier way to match and append customer data in Salesforce-and to import new records without creating duplicate entries or causing problems with your workflow. The data needs to be prepared and uploaded according to SF formatting guidelines. With any kind of data import, the lead management in Salesforce has requirements.
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