A Salesforce app that helps companies handle data quality issues.
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, and leads.
The Bulk Merge app relies on several combinations of rules and algorithms to identify and flag potential duplicates. This app also identifies the master record and merging records before you begin the merge process.
As useful as the Bulk Merge app is, it’s important to have a data strategy before you dive in. Every business is unique, so it’s important to set your own rules for clean data. If you have messy data and aren’t sure where to begin, Astreca is here to walk you through the process.
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:
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.