To handle duplicate resumes in Salesforce with RChilli integration, you need to activate the Search and Match feature. Here's how it works:
- Activate Search and Match: Once you enable the Search and Match feature, RChilli will compare any newly uploaded resumes against existing candidate records in Salesforce.
- Handling Duplicate Resumes: After enabling Search and Match, if the same resume is uploaded again, RChilli will update the existing candidate's record instead of creating a new one. This ensures that no duplicate candidate records are created.
- Important Note: The duplicate handling feature works only for new resumes uploaded after Search and Match has been activated. Existing records (uploaded before activation) will not be automatically updated. You will need to upload those resumes again for them to be matched and updated accordingly.
For Duplicate updates and handling, there are various ways that Salesforce provides. Below are some helpful links provided by Salesforce, which can help you with Duplicate management:
Manage Duplicates Globally (salesforce.com)
Duplicate Detection and Handling Process (salesforce.com)
For more information visit this link: Search and Match
These help links will guide you in making relevant changes in your Org to manage Duplicates as per your requirements.
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