Successful implementations rely heavily on the cleanliness of data migrated into your Salesforce environment. Bad data will negatively affect user adoption, so adequate time and attention should be built into the project to cleanse the data before migration.
Below is a standard process to Salesforce data cleansing that Sikich recommends to partner with our clients to achieve duplicate cleansing and ongoing duplicate prevention, within your Salesforce environment.
Discuss duplicate issue (Client/Sikich)
Based on this information Sikich will recommend a tool.
Sikich performs data analysis using the tool and present the results to the client.
Sikich will apply both “Rigid” and “Fuzzy Logic” to generate reports to assess the magnitude of the duplicate issue, The reports will show results such as:
Based on a review of the reports and feedback from the client, Sikich will develop a plan for cleansing.
There are two different options for data cleansing:
Auto Merge
Subjective (Selective) Merge: This option requires HEAVY involvement from the client.
To prevent duplicate data issues in the future, Sikich will work with the Client SMEs to determine Duplicate Prevention rules to be applied after the cleansing is complete, Sikich will assist the client with the technical set up of the rules, either with the tool selected or native Salesforce Dupe prevention, The rules will be applied at the end of the cleansing process.
Duplicate prevention rules are generally applied in two ways:
Have any questions about Salesforce data cleansing or Salesforce itself? Please reach out to one of our Salesforce experts at any time.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.