Automate Salesforce Data Cleansing with the Bulk Merge App

DON’T LET DUPLICATE DATA BOG DOWN YOUR SALESFORCE CRM

Easily Merge Duplicate Objects in Salesforce

If you have data quality issues in Salesforce, your entire business is likely to suffer. Even though Salesforce does have a native option for handling duplicate data, it’s a manual process that often proves to be very time consuming and frustrating.

Here at Astreca, we want to empower companies by offering useful Salesforce services and solutions. In this case, our team developed a Bulk Merge app focused on cleaning up data for Salesforce accounts, contacts, leads, and custom objects.

App Features

Automates the merge process in Salesforce
Supports account, contact, lead, and even custom objects
Allows you to select the field criteria for duplicate data
Identifies potential issues with your data
Seamlessly merges duplicate records

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Don’t waste time and money by trying to manually merge duplicate opportunities in Salesforce. Astreca’s Bulk Merge automates the Salesforce data cleansing process in four simple steps:

Step 1

Identify the object where you suspect there may be duplicates

Step 2

Select the fields you want to use to identify unique records

Step 3

Run the app to identify any duplicate records

Step 4

Bulk merge these duplicate records

We will work closely with your team during this last step. Merging is an irreversible process, so we will ensure that we take all the necessary steps like data backups, validating of the results with your team, and ensuring the results are in line with your expectations. We will complete the end-to-end process in your sandbox/lower environment, validate the results, and then repeat the process in production.

What are the Best Practices for Salesforce Data Cleansing?

Our Bulk Merge app will handle all the dirty work that comes with data cleansing, but it’s still essential to have a strategy before you dive in. Your business is unique, so you should have your own rules for what qualifies as “clean data.” If you’re not sure where to start with your duplicate objects and other 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 where the Bulk Merge app would be useful. Imagine you have three records for IBM with similar addresses and slight variations in the company name:

IBM Corp 1001 5th Ave New York City NY 10001 US
IBM Corporation 1001 5th Avenue New York City NY 10001-1234 USA
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

Start Merging Duplicate Objects Today

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

Get the App