Salesforce Deduplication
More about Salesforce Deduplication
Most of the Salesforce Optimization and Salesforce Deduplication projects we work with, data duplication occurs due to reasons like same record received by Salesforce with minor difference in text (like in Address “Street Number” is written as “St No” in another copy of the same record), no validation rules in place on fields or combination of fields in Salesforce (like no uniqueness or mandatory rules), inflexible custom object structure (like instead of creating separate objects where needed some org admins create additional fields inside another object) etc. The result is a lot of data that takes plenty of storage space but the majority of that is just duplicate or bad data which makes it difficult to work with. Irrespective of how large your data is, we can deduplicate it and merge similar records based on rules specified by you. Not only we will clean and merge the data, but we will also put in place the data validation rules, refactor object structure, move data to corresponding new objects and create workflow rules for automatic task assignments, reminders, and auto-closing the open records as needed. This will keep your org and data in good health for the future as well.