Practical writing for admins and consultants: deduplication, validation, routing, and the failure modes that only show up at scale.
Web API calls into Dataverse skip duplicate detection unless the request explicitly opts in. Here's why Dual-Write, KingswaySoft, and Power Automate hit this gap, and which fixes actually hold up.
Dynamics 365's native duplicate detection misses fuzzy matches and stops at standard entities. See how Plauti, DeDupeD, and Duplicare compare before you pick a tool on Microsoft Marketplace.
What enterprise Salesforce orgs should require from a deduplication tool: no record-count ceiling, custom object support, code-level merge logic, and data that never leaves Salesforce.
False positives quietly break trust in deduplication. Here's how to tune matching scenarios — thresholds, field rules, and AI review — to catch real duplicates without the noise.
See how Plauti helps Salesforce teams manage large assignee pools, enforce SLA thresholds, and audit every routing decision, all without writing code.
Some AppExchange tools say they integrate with Salesforce, but that isn't the same as being native. This piece explains what native means and what to check before you buy.
Dynamics 365's native duplicate detection caps at 5,000 records per job and can't fuzzy-match. Here's how enterprises clean and prevent duplicates across 500,000+ records and business units.
Five ways to route Salesforce leads by territory while keeping round robin fair, from a native MOD formula to a routing configuration that tracks rotation state on its own.
A Lead can pass Dynamics 365's duplicate check even when a matching Contact already exists, because rules run per entity. How to build cross-entity rules, and where detection stops.
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