How do I perform a duplicate check?
By Thynk· Published · Updated
Thynk flags duplicate accounts and contacts, lets authorised users merge them, and supports data health checks through reports.
Full answer
Yes. Thynk includes duplicate checks for accounts and contacts, so sales teams keep one clean record per company and person.
- Duplicate detection: potential duplicates are flagged when a user creates or edits an account or contact.
- Merging: authorised users can merge duplicate records and keep the related activities, bookings and contacts together.
- Data health checks: other data points can be reviewed with reports that highlight incomplete or inconsistent records.
Because Thynk is built on Salesforce, the duplicate rules use standard Salesforce matching capabilities that admins can tailor to their own data standards.