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buying vs building account hierarchies
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How to Choose Between Buying and Building Salesforce Account Hierarchies

Discover the pros, cons, and hidden costs of building vs buying Salesforce account hierarchies — and how to scale without breaking your CRM.
Salesforce org merge

5 Best Practices for a Successful Salesforce Org Merge
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Lead Routing: 10 Examples, Best Practices, and Automation Hacks

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A stylized image showing Complete AI enriching Salesforce accounts with NAICS codes, industry details, and firmographic data.
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How to Enrich Accounts and Assign NAICS Codes with Complete AI

 

 

Classify Salesforce accounts faster. Use Complete AI to enrich firmographics and assign NAICS codes with just a company name and domain.
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Hierarchies 5.0 Release: Highlights & FAQ

Learn what’s new in the Hierarchies 5.0 release. Explore UI updates, highlights, and FAQs to get the most from Complete Hierarchies.
Illustration of a Salesforce flow titled ‘How to Validate Records in Salesforce Using Complete Leads and AI.’ The flow shows an internal match step followed by AI record validation, branching into duplicate lead detection with auto-merge, duplicate contact detection with auto-convert, or routing by territory with SMB, mid-market, and enterprise round robin paths.
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How to Validate Records in Salesforce Using Complete Leads and AI

Learn how to validate Salesforce records with Complete Leads and Complete AI. Flag fake leads and more at scale without rules, scripts, or manual review.
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Salesforce Data Cleansing: How to Keep Your CRM Squeaky Clean

Learn proactive and reactive Salesforce data cleansing strategies to fix duplicates, improve reporting, and protect the customer experience
A stylized image showing how to normalize salesforce fields using Complete Leads and Complete AI.
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Designed for Scale: How to Normalize Salesforce Fields with Complete AI

Learn how to normalize Salesforce fields using AI. Clean messy fields and improve lead-to-account matching with Complete AI.
A stylized image showing how to standardize salesforce phone numbers using Complete Leads and Complete AI.
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Salesforce E.164 Formatting: Automate Phone Number Cleanup with Complete Leads and AI

Learn how to standardize Salesforce phone numbers with Complete Leads and AI. Clean at scale without formulas, scripts, or manual cleanup.

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