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Eliminate Salesforce Duplicates

Salesforce is a powerful, easy-to-use application that lets you track and target sales and marketing activities, but if your environment is full of duplicate records, Salesforce—or any CRM for that matter—won’t reach its full potential. 

It’s an issue not just for Salesforce administrators but also for marketing departments that need to track campaign success and ROI. Salesforce duplicates can skew results and often mean a campaign is attached to the wrong record, making it difficult to accurately invest marketing dollars on the most effective campaigns. Sales departments also suffer from Salesforce duplicates. Duplicate leads and accounts can result in account ownership conflicts, incorrect opportunities, and inaccurate forecasts.

How do Salesforce duplicates occur?

Salesforce duplicates can appear from multiple sources of input:

  • Manual entry: Best practice dictates that a user searches for a record before trying to create it. This step is often forgotten with the need for speed. There are also some cases when this step is followed but due to a difference in spelling or slightly different names, the record is not found and a duplicate lead is born.
  • Web-to-lead: Multiple requests from the same prospect or customer can often cause Salesforce duplicates in your environment.
  • List imports:  You purchased a list of contacts or you return from a successful event and want to import your lead list into Salesforce. Often, there are duplicate leads or contacts in the lists themselves or the list records duplicate what you already have in your database.
  • Integration: Ongoing  integration or synchronization with an application or back-office system can often cause duplicate leads, accounts, or contacts particularly when the source database has duplicates or if your Salesforce users name records differently from the names in the source systems.

The Informatica solution

Informatica Cloud's Customer 360 for Salesforce helps solve problems with Salesforce duplicate records in three ways:

  • Standardization: It provides tools you need to automatically keep your data in tip-top condition. You can standardize data in any field (addresses, Postal Codes, anything). As a result of clean data, your processes run more efficiently.
  • De-duplication: Cloud Customer 360 for Salesforce gives you the ability to find, flag, and merge Salesforce duplicates flexibly, without ever leaving your Salesforce environment. You can notify end users of Salesforce duplicate leads and contacts and choose to automatically or manually merge records. Mistakes aren’t a problem because your data is never lost. 
  • Point-of-entry duplicate prevention: Real-time point-of-entry tools find, match, and enforce your business rules intelligently and ensure clean data right from the start. Fuzzy-logic based de-duplication with enhanced wizards helps users help themselves.

Next Steps

Resources

Related Products & Solutions

Cloud Customer 360 for Salesforce

Eliminate account and contact data inaccuracies and conflicts in Salesforce to build smarter customer relationships.

Cloud Data Management

Combine MDM and sandbox management for a safe and secure single view of your customer data in Salesforce.

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