Designing Smarter Salesforce Forms: Real-Time Duplicate Checks Without the Headaches

In modern revenue operations, one of the most common frustrations we see is the silent buildup of duplicate records — multiple Contacts tied to the same person, or multiple Opportunities representing the same deal. It’s not just messy; it’s expensive. Duplicates inflate database size, distort reporting, and sabotage automation logic. Recently, a conversation in a…