Data Policy- Configuring Account Dedupe Policy in fullcast.io

This article provides information and direction on configuring an Account Dedupe Policy in Fullcast. The Account Dedupe policy is designed to streamline your data by eliminating duplicate accounts from your system. Enabling this policy is crucial to prevent multiple salespeople from contacting the same prospect. 

Before continuing

Before configuring the Account Dedupe policy in Fullcast, it is important to set up Salesforce correctly to ensure your Fullcast account is synched properly. To do so: 

1. Configure the Account Dedupe policy in Salesforce
2. Configure Process Builder in Salesforce
3. Configure Duplicate rules in Salesforce

Once duplicate rules are established in Salesforce, the next step is managing the duplicates. With the Account Dedupe policy, you can choose how duplicates are handled. You can merge duplicate accounts directly into a master account or establish criteria for sending accounts for approval before merging. Alternatively, you can simply tag accounts as Duplicate or Master based on your preference. This approach can be beneficial when multiple accounts have open opportunities or contacts, allowing you to preserve important data effectively.

Add a New Account Dedupe Policy in Fullcast

1. Access your Fullcast instance and switch plans if applicable.
2. Click Manage Policies by Territory on the Policies tile. 
3. Click New Policy. 
4. Click Add Policy on the Account Dedupe tile. 

5. Add conditions to initiate the approval process. 
6. Identify what fields to display in the approval screen. 
7. Identify the appropriate party to send the approval to. 
8. Identify what to do if a duplicate is found: Tag or Merge. 
9. Click Save and Exit. 

Approval Experience

Upon configuring and activating the Account Dedupe policy, accounts not meeting the approval criteria will either be automatically merged with the Master Account or tagged according to your configuration. However, if the established approval criteria are met, you will receive an email from Salesforce requesting you to review the accounts.

Click the link provided in the email from Salesforce. This action will direct you to the Fullcast Dedupe Action object, where the system will identify the master record and any approval actions required for the duplicate accounts meeting the criteria.

Select Merge Approval. On the subsequent page, check the box next to any records you wish to exclude from the merge process. Once you have made your selections, type "APPROVED" into the designated space at the bottom of the page, and then click Merge. You have now successfully deduplicated your accounts.