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August 2018

Why You May Want an Automation Preview Report (Focus on Success Friday)

August 24 @ 2:00 pm - 2:30 pm CDT

The Automation Preview Report is designed for those needing a way to ensure master selectors and automation rules are correct before any merge or action takes place. It’s essentially a report that allows you to preview what your final record will look like. This report eliminates the need to manually open and review duplicate groups using the merge grid. Some organizations need verification or approval from record owners before any merge can occur. The Automation Preview Report produces a downloadable…

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