De-Dupe Data Analysis and Cleansing
Widespread duplicate records were corrupting reporting and wasting outreach. We ran a three-phase data quality program that cleaned the org and kept it clean.
Enterprise Client
Cleared duplicate records org-wide and blocked new ones automatically
The organization's Salesforce instance was riddled with duplicate records, eroding data quality and trust. Duplicate accounts and contacts confused sales and operations, producing inaccurate reporting, wasted outreach, and poor customer experiences. Manual deduplication was slow and unsustainable at scale.
We ran a three-phase data quality program. In Identification, we built Duplicate Management Rules keyed on D-U-N-S numbers and generated record sets of potential duplicates. In Cleansing, batch jobs selected master records with custom rules, backfilled missing fields from duplicates, and routed conflicting values to an Additional Info object for manual review. In Monitoring, we stood up reports and dashboards and activated Dupe Blocker to hold the line on data integrity going forward.
- Eliminated duplicate records across Salesforce with automated batch processing
- Established master-record identification driven by custom business rules
- Built real-time dashboards for ongoing data quality monitoring
- Activated Dupe Blocker to prevent future duplicate creation