Automate Salesforce Data Cleansing with Just One App

DON’T LET DUPLICATE DATA BOG DOWN YOUR SALESFORCE CRM

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Easily Merge Contacts in Salesforce

If you have bad data or data integrity issues in Salesforce, this will negatively affect your business and customer relationships.Salesforce does not have an option for handling duplicate data. The merging process must be done manually, making it incredibly time-consuming and frustrating.Here at Astreca, we empower companies by offering CRM data clean up and Salesforce merge opportunities.  Our team members, for example, developed a Bulk Merge app that can mass merge accounts in Salesforce including for contacts, leads, and custom objects. 

App Features

  • Automate the Salesforce account merge and Salesforce case merge process
  • Remove duplicates for accounts records, contact information (ex: email address), lead, and even custom objects Select the field criteria for customer data 
  • Identify potential issues with your master record or standardized data (ex: data validation) 
  • Seamlessly merge duplicates in real time
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Don’t waste your time and money by trying to manually merge your data in Salesforce.  

Astreca’s Bulk Merge automates the Salesforce data cleansing process in four simple steps: 

Step 1

Identify the object where there may be duplicates

Step 2

Select the fields you want to use to identify these unique records

Step 3

Run the app to identify duplicate records

Step 4

Bulk merge the duplicate records

We work closely with your team during this last step.  

Merging is an irreversible process, so we take all necessary steps to secure with data backups and validation, ensuring the results are in line with your expectations. 

We complete the end-to-end process in your sandbox or lower environment, validate the results, and then repeat this process in production.

What are the Best Practices for Salesforce Data Cleansing?

Our Bulk Merge app will handle all the dirty work with data cleansing, but you will still need a strategy before you get started. Your business is unique, so you should have your own guidelines for what qualifies as “cleaned data.” 

 If you’re not sure where to start with your data quality issues, Astreca can help.

Help Me Clean My Salesforce Data

How Does the Bulk Merge App Work?

Let’s go over a scenario of how the Bulk Merge app works.

Imagine you have three records for IBM with similar addresses and slight variations in the company name: 

  1. IBM Corp 1001 5th Ave New York City NY 10001 US
  2. IBM Corporation 1001 5th Avenue New York City NY 10001-1234 USA
  3. IBM Inc 1001 Fifth Ave NYC NY 10001 United States

Even though the addresses and company names do not exactly match, the Bulk Merge app can tell that these records are similar enough to be a candidate for merging.

“Astreca has been a true lifesaver! As a small non-profit with a small staff, it can be nearly impossible to keep track of all duplicate data that sneaks through the cracks. Astreca was able to clean and merge our data effectively, and accurately within a short time – something that would have taken our staff months and months to do!!!!”  -Rachel Meese

“Astreca’s bulk duplicate merge tool was a success for our organization at a very reasonable price. We moved into Salesforce with a large amount of duplicates from our old system, which were causing downstream issues for our outreach processes. Their staff worked with us throughout the merge process to understand exactly what was needed (including related records and how our testing sandboxes were utilized), then crafted a plan to develop, execute, test and validate the results. We did identify some missing elements in the first round of testing, and they did a great job of working with us to re-develop and re-test the plan to account for the missing pieces. They delivered in the time-frame promised and their costs were reasonable and well-explained.”  -Sarah Seipelt

“Our data was a mess and there was a lot of it. Astreca allowed us to easily and quickly clean up our data – primarily removing duplicate, and in some cases, triplicate accounts. The end result was remarkable. Now the team can search more quickly and the results are cleaner and easier to interpret saving both my team and the consumer valuable time. I would highly recommend using it.”  –Laurie Garvey

“Quick, accurate, and SO helpful. I absolutely recommend this solution.”  -Rebecca Cook

Close collaboration resulting in an amazing merge toolI’d absolutely recommend this tool. Astreca leveraged their experience to produce a tool that handles our highly customized Saleforce app, with our contacts having 46 child objects. -Michael Ostrar
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Ready to Start Meeting Your Business Goals Ready to Start Meeting Your Business Goals

Start Merging Duplicate Data Today

If you want to begin identifying duplicate records in your Salesforce CRM, download the app to get started.

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