Automate Salesforce Data Cleansing with the Bulk Merge App

Don’t let duplicate objects bog down your Salesforce CRM

Easily Merge Duplicate Objects in Salesforce

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. 

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:
  1. Identify the object where you suspect there may be duplicates.
  2. Select the fields you want to use to identify unique records.
  3. Run the app to identify any duplicate records.
  4. Easily 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. 

“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 

How Does the Bulk Merge App Work?

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:

  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.

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

Ready to Start Meeting Your Business Goals Ready to Start Meeting Your Business Goals

Start Merging Duplicate Objects Today

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