Eliminate duplicate accounts in Salesforce with a structured approach to data cleansing and management. Application House helps humanitarian organisations identify, merge, and prevent duplicate records to maintain accurate, reliable, and consistent account data.
The client consists of both international and local non-governmental organizations, which are coming together to change the humanitarian system. They currently have over 80 members working to solve systemic issues in the sector. Their goal is to improve how help gets to people in need across the world.
Salesforce has matching rules that flag these duplicates, showing this notification “It looks as if duplicates exist for this Organization. View Duplicates.” When clicked, it displays a list of duplicate records, the differences in each record, and the option to merge the accounts.
Managing duplicate accounts manually can be time-consuming and inefficient. Instead of repeatedly merging duplicates, the solution should prevent duplicate accounts from being created in the first place, keeping Salesforce data clean and accurate.
Application House had a series of calls with the client. Along with how to address their existing duplicates.
We discussed with them the importance of not allowing the creation of duplicate records. We explained how the solution—matching and duplicate rules—works and other things involved and that this will keep their Salesforce data cleaner.
The client initially opposed the plan as they didn’t want to restrict the creation of an organization/account.
While we assured them that managing duplicates is only to help clean their records, they were still reluctant.
So, we suggested giving this solution a chance: a one-month trial run, we said. The client agreed
The client has cleaner records now with no duplicate account records. More importantly, they now control the creation of duplicate records, eradicating this problem permanently.
With duplicate-free data, the client ensures:
They have all the right information in one account record;.
They update a single account record rather than scatter the information across multiple copies.
Their employees aren’t interacting with the same prospect multiple times unnecessarily.
Organized, more accurate, and reliable data that improves productivity and effectiveness.
Application House offers true solutions that build a strong foundation to support your future success. In this project, the team didn’t just do a quick fix by addressing the present duplicate records but permanently solved the problem by properly setting up the duplicate rules. By doing so, the client pursues its missions with its Salesforce, which helps them better manage and keep its data clean.
At Application House, our customer’s success defines our success. We make sure that all engagements are carried out with end-to-end support from our consultants.
The Application House team was a great help to our organization, worked quickly and efficiently, and suggested new solutions and approaches to our processes. We were overall very happy working together!