Knowing the answer to these questions can help you determine the best plan of action for cleaning your Salesforce duplicates.
#1 Who is responsible for managing your duplicates?
Every company is unique when it comes to duplicate management. Are your records managed by your Salesforce admin, the marketing team, or IT?
#2 Where are your duplicates coming from?
Duplicates are a stealthy breed. They can pop up from various sources like manual entry from your Sales team, importing files, or external systems.
#3 What is considered a duplicate for your company?
Duplicate means different things to different organizations. For your company duplicates could be described as same account name, same email, of fuzzy variations.
#4 How should your records be merged?
This is an important question to answer when developing your deduplication process. Will you combine picklists? Which record will be the master? Will you preserve all field data?
#5 When should you clean your data?
The most important question to consider is how you will clean your data. Your company’s data management process should include a cleansing schedule that meets your needs. Whether it’s automatically scheduled once a day, or only on import, this is an integral part of any cleaning process.
All effective Salesforce data cleaning processes should utilize a Salesforce deduplication tool like Cloudingo. It’s powerful, affordable and completely supported. Cloudingo boasts a whole slew of features to help your company achieve squeaky clean records like mass merging, fuzzy algorithms, in-line editing, and a user-friendly UI. Take a free 10 day trial of Cloudingo at www.cloudingo.com