Importing records to Salesforce is a common task that Salesforce administrators face. Whether uploading small tradeshow lists or large datasets from external systems, the process of importing records to Salesforce requires a lot of careful forethought. When importing records to Salesforce, ask yourself: • Does my list consist of Leads, Contacts, Accounts, or some combination […]

Limitations of Salesforce Duplicate Management While there are ways to find and merge duplicates natively in Salesforce, the process is not perfect. It requires a lot of time, resources, and comes with limitations. In this article we’ll touch on the ways to find and merge duplicate records in Salesforce, the limitations you’ll want to consider, […]

This month our company reached an exciting milestone – the 75,000th install of our Salesforce data quality applications! When we first became an ISV partner in the Salesforce ecosystem, we had no idea the effect our tools would have on improving data quality for thousands of people around the world. How it all started Back […]

We’re excited to announce that we have reached an exciting milestone – 75,000 installs of our data cleansing applications for Salesforce. Through our offerings, Cloudingo and DupeCatcher, Salesforce users can eliminate dirty data that exists in their database and prevent duplicate records from being created. By dedicating resources to data quality initiatives, Salesforce users leverage […]

When merging contacts with different direct account relationships natively in the Salesforce platform, the account relationship to the non-master contact is lost instead of becoming an indirect relationship to the master contact. Redundant relationships between account and contact records also pose a problem. In Salesforce the merge is blocked when attempting to merge two contacts […]