Don’t let duplicate objects bog down your Salesforce CRM
The Bulk Merge app is built to work with three types of Salesforce objects: accounts, contacts, and leads. These objects are essential to creating opportunities, cases, and orders, which is why good data hygiene is so valuable.
If your Salesforce CRM has multiple entries for the same account or contact record, the service team may rely on one account while the sales team references a separate record. If your users don’t know multiple records exist for the same contact, they’re forced to work with incomplete data, resulting in lost opportunities for your business. Bad CRM data will also impact your downstream applications for order and payment processing.
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.
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.
“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
Let’s go over a scenario where the Bulk Merge app is useful. Imagine you have three records for IBM with similar addresses and slight variations in the company name:
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.
If you want to begin identifying duplicate records in your Salesforce CRM, download the app to get started.