A Non-Profit organization focused on patient and family outreach partnered with Astreca to improve data accuracy, streamline household management, and modernize their CRM experience. With 10 users, a 4-month implementation timeline, and Salesforce NPSP as the core platform, the client needed a cleaner database, automated household deduplication, and a complete migration from Classic to Lightning. The project aimed to enhance outreach effectiveness by fixing address quality issues, removing duplicates, and improving system usability through guided Lightning migration and optimized Salesforce data cleansing best practices.
The client is a compassionate Non-Profit supporting families across the US and Canada. Their outreach efforts heavily depend on accurate household, contact, and address data. However, legacy processes, duplicate household structures, and outdated Salesforce Classic features slowed down operations and created barriers to effective communication.
1. Poor Address Accuracy Affecting Outreach
Patients and families often received incorrect or delayed communication due to incomplete or invalid US and Canadian address data.
2. Excessive Duplicate Household Records
Multiple household accounts were created for the same families, making segmentation and campaign planning difficult.
3. Need for Lightning Migration and Admin Support
The organization needed support moving from Classic to Lightning, optimizing productivity features, and training users for adoption.
1. Address Cleanup Using Zip Code–Driven Validation
Astreca implemented a custom address validation solution to correct, complete, and standardize addresses across the US and Canada. The process followed structured data cleansing techniques to ensure long-term accuracy.
2. Duplicate Household Identification and Merge Logic
A tailored matching engine was developed using real-world rules to identify duplicate household accounts and contacts. The solution merged data automatically, ensuring a single source of truth for every family record—aligned with Non-Profit household management best practices seen in Salesforce for Nonprofits.
3. Migration to Lightning Experience + Admin Support
Astreca migrated the entire org from Classic to Lightning, rebuilt necessary components, implemented Salesforce Inbox, optimized page layouts, and trained users on modern Lightning features to improve adoption.
Significant Improvement in Data Quality
Corrected address data and standardized household records enabled more accurate and reliable outreach.
Elimination of Household Duplicates
The merge process reduced data clutter and ensured clean segmentation for campaigns and donor communications.
Full Lightning Adoption & Better Productivity
Users embraced Lightning Experience, benefiting from a modern interface, faster navigation, and improved tools.
Astreca helped the Non-Profit organization transform its CRM foundation by improving data quality, removing duplicates, and enabling a seamless transition to Lightning Experience. With clean data, streamlined household management, and a user-friendly interface, the organization is now better equipped to support families and run more effective outreach campaigns. This project demonstrates Astreca’s expertise in delivering scalable NPSP solutions that empower mission-driven organizations.
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